ALPS Advisors’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 | $3.88M | Buy |
20,783
+1,243
| +6% | +$258K | 0.02% | 292 |
|
|
2025
Q4 | $5.18M | Sell |
19,540
-1,915
| -9% | -$476K | 0.03% | 244 |
|
|
2025
Q3 | $5.08M | Buy |
21,455
+10,633
| +98% | +$2.68M | 0.03% | 248 |
|
|
2025
Q2 | $2.95M | Buy |
10,822
+13
| +0.1% | +$3.48K | 0.02% | 312 |
|
|
2025
Q1 | $2.9M | Buy |
10,809
+2,805
| +35% | +$872K | 0.02% | 299 |
|
|
2024
Q4 | $2.68M | Sell |
8,004
-1,119
| -12% | -$357K | 0.02% | 307 |
|
|
2024
Q3 | $2.5M | Sell |
9,123
-3,025
| -25% | -$775K | 0.02% | 323 |
|
|
2024
Q2 | $3.12M | Buy |
12,148
+864
| +8% | +$231K | 0.02% | 279 |
|
|
2024
Q1 | $3.4M | Buy |
11,284
+701
| +7% | +$202K | 0.02% | 279 |
|
|
2023
Q4 | $2.78M | Sell |
10,583
-1,557
| -13% | -$352K | 0.02% | 292 |
|
|
2023
Q3 | $2.46M | Sell |
12,140
-151
| -1% | -$32.6K | 0.02% | 293 |
|
|
2023
Q2 | $2.6M | Sell |
12,291
-2,201
| -15% | -$449K | 0.02% | 268 |
|
|
2023
Q1 | $2.9M | Sell |
14,492
-6,992
| -33% | -$1.18M | 0.03% | 237 |
|
|
2022
Q4 | $2.85M | Sell |
21,484
-2,873
| -12% | -$419K | 0.03% | 241 |
|
|
2022
Q3 | $3.5M | Sell |
24,357
-2,396
| -9% | -$406K | 0.03% | 202 |
|
|
2022
Q2 | $4.42M | Buy |
26,753
+13,473
| +101% | +$2.38M | 0.04% | 185 |
|
|
2022
Q1 | $2.82M | Sell |
13,280
-1,432
| -10% | -$308K | 0.03% | 168 |
|
|
2021
Q4 | $3.74M | Buy |
14,712
+225
| +2% | +$63.2K | 0.04% | 167 |
|
|
2021
Q3 | $3.93M | Sell |
14,487
-2,002
| -12% | -$508K | 0.04% | 190 |
|
|
2021
Q2 | $4.03M | Sell |
16,489
-519
| -3% | -$120K | 0.04% | 188 |
|
|
2021
Q1 | $3.6M | Buy |
17,008
+712
| +4% | +$159K | 0.04% | 192 |
|
|
2020
Q4 | $3.63M | Buy |
16,296
+6,436
| +65% | +$1.57M | 0.04% | 196 |
|
|
2020
Q3 | $2.48M | Sell |
9,860
-4,621
| -32% | -$1.01M | 0.04% | 206 |
|
|
2020
Q2 | $2.71M | Sell |
14,481
-1,782
| -11% | -$300K | 0.04% | 201 |
|
|
2020
Q1 | $2.34M | Buy |
16,263
+9,226
| +131% | +$1.58M | 0.04% | 198 |
|
|
2019
Q4 | $1.14M | Buy |
7,037
+196
| +3% | +$30.7K | 0.01% | 322 |
|
|
2019
Q3 | $1.01M | Buy |
6,841
+2,215
| +48% | +$337K | 0.01% | 304 |
|
|
2019
Q2 | $702K | Buy |
4,626
+705
| +18% | +$110K | 0.01% | 446 |
|
|
2019
Q1 | $621K | Sell |
3,921
-9,897
| -72% | -$1.53M | ﹤0.01% | 447 |
|
|
2018
Q4 | $1.89M | Buy |
13,818
+8,462
| +158% | +$1.16M | 0.01% | 227 |
|
|
2018
Q3 | $852K | Buy |
5,356
+1,387
| +35% | +$206K | 0.01% | 442 |
|
|
2018
Q2 | $541K | Buy |
+3,969
| New | +$506K | ﹤0.01% | 531 |
|
Other funds holding CRM
VCM
VPM
ALPS Advisors's CRM Position: Q1 2026 in Review
ALPS Advisors increased its Salesforce (CRM) stake by 6.4% in Q1 2026, buying an estimated $258K and bringing the position to 20,783 shares worth $3.88M. The position accounts for 0.02% of the portfolio, ranked #292.
ALPS Advisors first reported a position in CRM in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.18M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- ALPS Advisors held 20,783 shares of Salesforce worth $3.88M as of Q1 2026.
- ALPS Advisors bought 1,243 Salesforce shares in Q1 2026, an estimated $258K.
- Salesforce made up 0.02% of ALPS Advisors's portfolio in Q1 2026, its #292 holding.
- ALPS Advisors first reported a position in Salesforce in Q2 2018 and has held it in 32 quarters since.
- ALPS Advisors's Salesforce position peaked at $5.18M in Q4 2025.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.