AFT Forsyth & Company’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 | $1.87M | Sell |
10,039
-65
| -0.6% | -$13.5K | 0.88% | 28 |
|
|
2025
Q4 | $2.68M | Sell |
10,104
-130
| -1% | -$32.3K | 1.16% | 18 |
|
|
2025
Q3 | $2.43M | Buy |
10,234
+150
| +1% | +$37.8K | 1.16% | 18 |
|
|
2025
Q2 | $2.75M | Buy |
10,084
+120
| +1% | +$32.1K | 1.41% | 17 |
|
|
2025
Q1 | $2.67M | Buy |
9,964
+100
| +1% | +$31.1K | 1.44% | 16 |
|
|
2024
Q4 | $3.3M | Buy |
9,864
+60
| +0.6% | +$19.1K | 1.62% | 13 |
|
|
2024
Q3 | $2.68M | Sell |
9,804
-50
| -0.5% | -$12.8K | 1.32% | 15 |
|
|
2024
Q2 | $2.53M | Buy |
9,854
+658
| +7% | +$176K | 1.24% | 16 |
|
|
2024
Q1 | $2.77M | Sell |
9,196
-535
| -5% | -$154K | 1.58% | 13 |
|
|
2023
Q4 | $2.56M | Buy |
9,731
+289
| +3% | +$65.4K | 1.61% | 14 |
|
|
2023
Q3 | $1.91M | Buy |
9,442
+245
| +3% | +$52.9K | 1.4% | 15 |
|
|
2023
Q2 | $1.94M | Sell |
9,197
-135
| -1% | -$27.6K | 1.38% | 15 |
|
|
2023
Q1 | $1.86M | Sell |
9,332
-85
| -0.9% | -$14.4K | 1.44% | 14 |
|
|
2022
Q4 | $1.25M | Sell |
9,417
-355
| -4% | -$51.8K | 1.07% | 27 |
|
|
2022
Q3 | $1.41M | Sell |
9,772
-935
| -9% | -$159K | 1.25% | 18 |
|
|
2022
Q2 | $1.77M | Sell |
10,707
-155
| -1% | -$27.4K | 1.43% | 18 |
|
|
2022
Q1 | $2.31M | Sell |
10,862
-1,990
| -15% | -$428K | 1.47% | 14 |
|
|
2021
Q4 | $3.27M | Sell |
12,852
-1,545
| -11% | -$434K | 1.68% | 13 |
|
|
2021
Q3 | $3.9M | Buy |
14,397
+295
| +2% | +$74.9K | 2.1% | 9 |
|
|
2021
Q2 | $3.44M | Sell |
14,102
-865
| -6% | -$199K | 1.84% | 11 |
|
|
2021
Q1 | $3.17M | Buy |
14,967
+382
| +3% | +$85K | 1.9% | 10 |
|
|
2020
Q4 | $3.25M | Buy |
14,585
+375
| +3% | +$91.2K | 2.03% | 9 |
|
|
2020
Q3 | $3.57M | Sell |
14,210
-375
| -3% | -$82.1K | 2.66% | 7 |
|
|
2020
Q2 | $2.73M | Buy |
14,585
+10
| +0.1% | +$1.69K | 2.3% | 8 |
|
|
2020
Q1 | $2.1M | Buy |
14,575
+258
| +2% | +$44.2K | 2.11% | 8 |
|
|
2019
Q4 | $2.33M | Buy |
14,317
+25
| +0.2% | +$3.92K | 1.78% | 10 |
|
|
2019
Q3 | $2.12M | Buy |
14,292
+457
| +3% | +$69.5K | 1.75% | 10 |
|
|
2019
Q2 | $2.1M | Buy |
13,835
+580
| +4% | +$90.9K | 1.73% | 10 |
|
|
2019
Q1 | $2.1M | Buy |
13,255
+925
| +8% | +$143K | 1.82% | 7 |
|
|
2018
Q4 | $1.69M | Buy |
12,330
+530
| +4% | +$72.9K | 1.68% | 13 |
|
|
2018
Q3 | $1.88M | Sell |
11,800
-910
| -7% | -$135K | 1.56% | 13 |
|
|
2018
Q2 | $1.73M | Buy |
12,710
+610
| +5% | +$77.8K | 1.52% | 14 |
|
|
2018
Q1 | $1.41M | Buy |
12,100
+705
| +6% | +$81K | 1.31% | 19 |
|
|
2017
Q4 | $1.17M | Buy |
+11,395
| New | +$1.16M | 1.14% | 28 |
|
|
2013
Q3 | $301K | Hold |
5,800
| – | – | 0.39% | 82 |
|
|
2013
Q2 | $221K | Buy |
+5,800
| New | +$239K | 0.32% | 86 |
|
Other funds holding CRM
VCM
VPM
AFT Forsyth & Company's CRM Position: Q1 2026 in Review
AFT Forsyth & Company reduced its Salesforce (CRM) stake by 0.64% in Q1 2026, selling an estimated $13.5K and leaving 10,039 shares worth $1.87M. The position accounts for 0.88% of the portfolio, ranked #28.
AFT Forsyth & Company first reported a position in CRM in Q2 2013 and has held it in 36 quarters since. The position peaked at $3.9M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- AFT Forsyth & Company held 10,039 shares of Salesforce worth $1.87M as of Q1 2026.
- AFT Forsyth & Company sold 65 Salesforce shares in Q1 2026, an estimated $13.5K.
- Salesforce made up 0.88% of AFT Forsyth & Company's portfolio in Q1 2026, its #28 holding.
- AFT Forsyth & Company first reported a position in Salesforce in Q2 2013 and has held it in 36 quarters since.
- AFT Forsyth & Company's Salesforce position peaked at $3.9M in Q3 2021.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.