Advisors Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.23M | Buy |
38,740
+4,352
| +13% | +$902K | 0.12% | 226 |
|
|
2025
Q4 | $9.11M | Buy |
34,388
+3,313
| +11% | +$823K | 0.15% | 158 |
|
|
2025
Q3 | $7.36M | Buy |
31,075
+3,491
| +13% | +$880K | 0.13% | 202 |
|
|
2025
Q2 | $7.52M | Sell |
27,584
-206
| -0.7% | -$55.1K | 0.13% | 186 |
|
|
2025
Q1 | $7.46M | Buy |
27,790
+2,774
| +11% | +$863K | 0.14% | 174 |
|
|
2024
Q4 | $8.36M | Buy |
25,016
+2,933
| +13% | +$936K | 0.15% | 151 |
|
|
2024
Q3 | $6.04M | Buy |
22,083
+2,665
| +14% | +$683K | 0.11% | 225 |
|
|
2024
Q2 | $4.99M | Buy |
19,418
+3,191
| +20% | +$854K | 0.1% | 261 |
|
|
2024
Q1 | $4.89M | Buy |
16,227
+3,327
| +26% | +$960K | 0.09% | 273 |
|
|
2023
Q4 | $3.39M | Buy |
12,900
+1,076
| +9% | +$244K | 0.07% | 354 |
|
|
2023
Q3 | $2.4M | Buy |
11,824
+401
| +4% | +$86.6K | 0.05% | 443 |
|
|
2023
Q2 | $2.41M | Sell |
11,423
-2,145
| -16% | -$438K | 0.05% | 456 |
|
|
2023
Q1 | $2.71M | Sell |
13,568
-995
| -7% | -$168K | 0.06% | 418 |
|
|
2022
Q4 | $1.93M | Sell |
14,563
-1,352
| -8% | -$197K | 0.04% | 509 |
|
|
2022
Q3 | $2.29M | Sell |
15,915
-1,916
| -11% | -$325K | 0.05% | 457 |
|
|
2022
Q2 | $2.94M | Sell |
17,831
-1,856
| -9% | -$328K | 0.06% | 377 |
|
|
2022
Q1 | $4.18M | Sell |
19,687
-61
| -0.3% | -$13.1K | 0.06% | 323 |
|
|
2021
Q4 | $5.02M | Sell |
19,748
-4,732
| -19% | -$1.33M | 0.07% | 287 |
|
|
2021
Q3 | $6.64M | Sell |
24,480
-7,260
| -23% | -$1.84M | 0.1% | 199 |
|
|
2021
Q2 | $7.75M | Buy |
31,740
+215
| +0.7% | +$49.6K | 0.11% | 174 |
|
|
2021
Q1 | $6.68M | Buy |
31,525
+647
| +2% | +$144K | 0.1% | 193 |
|
|
2020
Q4 | $6.87M | Buy |
30,878
+473
| +2% | +$115K | 0.11% | 170 |
|
|
2020
Q3 | $7.64M | Buy |
30,405
+7,328
| +32% | +$1.6M | 0.14% | 136 |
|
|
2020
Q2 | $4.32M | Buy |
23,077
+200
| +0.9% | +$33.7K | 0.08% | 239 |
|
|
2020
Q1 | $3.29M | Sell |
22,877
-2,310
| -9% | -$396K | 0.08% | 252 |
|
|
2019
Q4 | $4.1M | Sell |
25,187
-2,924
| -10% | -$458K | 0.07% | 297 |
|
|
2019
Q3 | $4.17M | Sell |
28,111
-3,321
| -11% | -$505K | 0.08% | 290 |
|
|
2019
Q2 | $4.77M | Sell |
31,432
-2,554
| -8% | -$400K | 0.09% | 278 |
|
|
2019
Q1 | $5.38M | Sell |
33,986
-1,631
| -5% | -$253K | 0.1% | 243 |
|
|
2018
Q4 | $4.88M | Sell |
35,617
-2,451
| -6% | -$337K | 0.1% | 237 |
|
|
2018
Q3 | $6.05M | Buy |
38,068
+226
| +0.6% | +$33.5K | 0.1% | 245 |
|
|
2018
Q2 | $5.16M | Buy |
37,842
+7,228
| +24% | +$922K | 0.09% | 303 |
|
|
2018
Q1 | $3.56M | Sell |
30,614
-916
| -3% | -$105K | 0.06% | 422 |
|
|
2017
Q4 | $3.22M | Sell |
31,530
-351
| -1% | -$35.8K | 0.05% | 462 |
|
|
2017
Q3 | $2.98M | Buy |
31,881
+3,018
| +10% | +$278K | 0.05% | 488 |
|
|
2017
Q2 | $2.5M | Buy |
28,863
+4,604
| +19% | +$401K | 0.04% | 549 |
|
|
2017
Q1 | $2M | Buy |
24,259
+3,961
| +20% | +$316K | 0.03% | 630 |
|
|
2016
Q4 | $1.39M | Buy |
20,298
+4,705
| +30% | +$341K | 0.02% | 767 |
|
|
2016
Q3 | $1.11M | Buy |
15,593
+4,891
| +46% | +$381K | 0.02% | 825 |
|
|
2016
Q2 | $850K | Buy |
10,702
+3,998
| +60% | +$314K | 0.01% | 931 |
|
|
2016
Q1 | $495K | Buy |
6,704
+2,709
| +68% | +$187K | 0.01% | 1083 |
|
|
2015
Q4 | $313K | Buy |
3,995
+1,095
| +38% | +$85.5K | 0.01% | 1279 |
|
|
2015
Q3 | $201K | Sell |
2,900
-200
| -6% | -$14.2K | ﹤0.01% | 1370 |
|
|
2015
Q2 | $216K | Sell |
3,100
-100
| -3% | -$7.12K | ﹤0.01% | 1343 |
|
|
2015
Q1 | $214K | Buy |
3,200
+300
| +10% | +$18.6K | ﹤0.01% | 1326 |
|
|
2014
Q4 | $172K | Sell |
2,900
-100
| -3% | -$5.9K | ﹤0.01% | 1348 |
|
|
2014
Q3 | $173K | Sell |
3,000
-200
| -6% | -$11.3K | ﹤0.01% | 1312 |
|
|
2014
Q2 | $186K | Buy |
3,200
+100
| +3% | +$5.4K | ﹤0.01% | 1294 |
|
|
2014
Q1 | $177K | Hold |
3,100
| – | – | ﹤0.01% | 1282 |
|
|
2013
Q4 | $171K | Hold |
3,100
| – | – | ﹤0.01% | 1246 |
|
|
2013
Q3 | $161K | Sell |
3,100
-200
| -6% | -$9.08K | ﹤0.01% | 1203 |
|
|
2013
Q2 | $126K | Buy |
+3,300
| New | +$136K | ﹤0.01% | 1230 |
|
Other funds holding CRM
VCM
VPM
Advisors Asset Management's CRM Position: Q1 2026 in Review
Advisors Asset Management increased its Salesforce (CRM) stake by 13% in Q1 2026, buying an estimated $902K and bringing the position to 38,740 shares worth $7.23M. The position accounts for 0.12% of the portfolio, ranked #226.
Advisors Asset Management first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.11M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Advisors Asset Management held 38,740 shares of Salesforce worth $7.23M as of Q1 2026.
- Advisors Asset Management bought 4,352 Salesforce shares in Q1 2026, an estimated $902K.
- Salesforce made up 0.12% of Advisors Asset Management's portfolio in Q1 2026, its #226 holding.
- Advisors Asset Management first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
- Advisors Asset Management's Salesforce position peaked at $9.11M in Q4 2025.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.