Alpha Cubed Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $706K | Sell |
2,666
-100
| -4% | -$24.9K | 0.02% | 149 |
|
|
2025
Q3 | $656K | Sell |
2,766
-120
| -4% | -$30.3K | 0.02% | 151 |
|
|
2025
Q2 | $787K | Sell |
2,886
-131
| -4% | -$35K | 0.03% | 135 |
|
|
2025
Q1 | $810K | Sell |
3,017
-138
| -4% | -$42.9K | 0.04% | 134 |
|
|
2024
Q4 | $1.05M | Buy |
3,155
+16
| +0.5% | +$5.11K | 0.05% | 110 |
|
|
2024
Q3 | $859K | Sell |
3,139
-177
| -5% | -$45.3K | 0.04% | 113 |
|
|
2024
Q2 | $853K | Sell |
3,316
-24
| -0.7% | -$6.42K | 0.04% | 119 |
|
|
2024
Q1 | $1.01M | Buy |
3,340
+639
| +24% | +$184K | 0.05% | 110 |
|
|
2023
Q4 | $711K | Sell |
2,701
-458
| -14% | -$104K | 0.04% | 136 |
|
|
2023
Q3 | $641K | Buy |
3,159
+523
| +20% | +$113K | 0.04% | 122 |
|
|
2023
Q2 | $557K | Buy |
2,636
+68
| +3% | +$13.9K | 0.04% | 137 |
|
|
2023
Q1 | $513K | Sell |
2,568
-583
| -19% | -$98.5K | 0.04% | 143 |
|
|
2022
Q4 | $418K | Sell |
3,151
-1,409
| -31% | -$206K | 0.03% | 182 |
|
|
2022
Q3 | $656K | Sell |
4,560
-8,185
| -64% | -$1.39M | 0.05% | 128 |
|
|
2022
Q2 | $2.1M | Buy |
12,745
+7,677
| +151% | +$1.36M | 0.15% | 89 |
|
|
2022
Q1 | $1.08M | Sell |
5,068
-27,030
| -84% | -$5.82M | 0.07% | 129 |
|
|
2021
Q4 | $8.16M | Sell |
32,098
-7,515
| -19% | -$2.11M | 0.53% | 55 |
|
|
2021
Q3 | $10.7M | Buy |
39,613
+7,768
| +24% | +$1.97M | 0.81% | 41 |
|
|
2021
Q2 | $7.78M | Sell |
31,845
-269
| -0.8% | -$62K | 0.56% | 57 |
|
|
2021
Q1 | $6.8M | Buy |
32,114
+10,523
| +49% | +$2.34M | 0.53% | 57 |
|
|
2020
Q4 | $4.8M | Buy |
21,591
+10,436
| +94% | +$2.54M | 0.41% | 63 |
|
|
2020
Q3 | $2.8M | Buy |
11,155
+8,354
| +298% | +$1.83M | 0.27% | 66 |
|
|
2020
Q2 | $525K | Buy |
2,801
+345
| +14% | +$58.1K | 0.06% | 124 |
|
|
2020
Q1 | $354K | Sell |
2,456
-482
| -16% | -$82.6K | 0.04% | 147 |
|
|
2019
Q4 | $478K | Sell |
2,938
-97
| -3% | -$15.2K | 0.05% | 146 |
|
|
2019
Q3 | $451K | Buy |
3,035
+373
| +14% | +$56.7K | 0.05% | 143 |
|
|
2019
Q2 | $404K | Buy |
2,662
+90
| +3% | +$14.1K | 0.05% | 151 |
|
|
2019
Q1 | $407K | Buy |
2,572
+108
| +4% | +$16.7K | 0.05% | 144 |
|
|
2018
Q4 | $337K | Sell |
2,464
-50
| -2% | -$6.88K | 0.05% | 142 |
|
|
2018
Q3 | $353K | Buy |
2,514
+257
| +11% | +$38.1K | 0.04% | 206 |
|
|
2018
Q2 | $308K | Sell |
2,257
-50
| -2% | -$6.38K | 0.04% | 165 |
|
|
2018
Q1 | $268K | Sell |
2,307
-339
| -13% | -$38.9K | 0.04% | 183 |
|
|
2017
Q4 | $271K | Sell |
2,646
-3,488
| -57% | -$355K | 0.04% | 191 |
|
|
2017
Q3 | $573K | Buy |
6,134
+1,231
| +25% | +$113K | 0.09% | 120 |
|
|
2017
Q2 | $425K | Buy |
+4,903
| New | +$427K | 0.07% | 129 |
|
Other funds holding CRM
JSC
Alpha Cubed Investments's CRM Position: Q4 2025 in Review
Alpha Cubed Investments reduced its Salesforce (CRM) stake by 3.6% in Q4 2025, selling an estimated $24.9K and leaving 2,666 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #149.
Alpha Cubed Investments first reported a position in CRM in Q2 2017 and has held it in 35 quarters since. The position peaked at $10.7M in Q3 2021. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.
- Alpha Cubed Investments held 2,666 shares of Salesforce worth $706K as of Q4 2025.
- Alpha Cubed Investments sold 100 Salesforce shares in Q4 2025, an estimated $24.9K.
- Salesforce made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #149 holding.
- Alpha Cubed Investments first reported a position in Salesforce in Q2 2017 and has held it in 35 quarters since.
- Alpha Cubed Investments's Salesforce position peaked at $10.7M in Q3 2021.
- 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.
Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.