Ancora 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
Q2 | $14.1M | Buy |
90,219
+2,195
| +2% | +$386K | 0.27% | 87 |
|
|
2026
Q1 | $16.4M | Buy |
88,024
+23,740
| +37% | +$4.92M | 0.35% | 60 |
|
|
2025
Q4 | $17M | Buy |
64,284
+57,983
| +920% | +$14.4M | 0.35% | 61 |
|
|
2025
Q3 | $1.49M | Sell |
6,301
-1,662
| -21% | -$419K | 0.03% | 345 |
|
|
2025
Q2 | $2.17M | Buy |
7,963
+978
| +14% | +$261K | 0.05% | 282 |
|
|
2025
Q1 | $1.87M | Buy |
6,985
+782
| +13% | +$243K | 0.04% | 286 |
|
|
2024
Q4 | $2.07M | Buy |
6,203
+1,079
| +21% | +$344K | 0.05% | 274 |
|
|
2024
Q3 | $1.4M | Sell |
5,124
-9
| -0.2% | -$2.31K | 0.03% | 334 |
|
|
2024
Q2 | $1.32M | Buy |
5,133
+2,117
| +70% | +$566K | 0.03% | 340 |
|
|
2024
Q1 | $908K | Buy |
3,016
+27
| +0.9% | +$7.79K | 0.02% | 403 |
|
|
2023
Q4 | $786K | Buy |
2,989
+1,702
| +132% | +$385K | 0.02% | 416 |
|
|
2023
Q3 | $261K | Buy |
1,287
+233
| +22% | +$50.3K | 0.01% | 609 |
|
|
2023
Q2 | $223K | Buy |
1,054
+26
| +3% | +$5.31K | 0.01% | 628 |
|
|
2023
Q1 | $205K | Buy |
1,028
+16
| +2% | +$2.7K | 0.01% | 635 |
|
|
2022
Q4 | $134K | Sell |
1,012
-500
| -33% | -$73K | ﹤0.01% | 761 |
|
|
2022
Q3 | $217K | Sell |
1,512
-319
| -17% | -$54.1K | 0.01% | 704 |
|
|
2022
Q2 | $302K | Sell |
1,831
-72
| -4% | -$12.7K | 0.01% | 648 |
|
|
2022
Q1 | $404K | Sell |
1,903
-538
| -22% | -$116K | 0.01% | 599 |
|
|
2021
Q4 | $621K | Buy |
2,441
+44
| +2% | +$12.4K | 0.01% | 498 |
|
|
2021
Q3 | $650K | Buy |
2,397
+19
| +0.8% | +$4.83K | 0.02% | 478 |
|
|
2021
Q2 | $581K | Buy |
2,378
+63
| +3% | +$14.5K | 0.02% | 506 |
|
|
2021
Q1 | $490K | Sell |
2,315
-197
| -8% | -$43.9K | 0.01% | 525 |
|
|
2020
Q4 | $559K | Buy |
2,512
+689
| +38% | +$168K | 0.02% | 446 |
|
|
2020
Q3 | $458K | Hold |
1,823
| – | – | 0.02% | 448 |
|
|
2020
Q2 | $341K | Buy |
1,823
+8
| +0.4% | +$1.35K | 0.01% | 500 |
|
|
2020
Q1 | $261K | Buy |
1,815
+214
| +13% | +$36.7K | 0.01% | 588 |
|
|
2019
Q4 | $260K | Buy |
+1,601
| New | +$251K | 0.01% | 603 |
|
|
2018
Q4 | – | Sell |
-167
| Closed | -$27K | – | 726 |
|
|
2018
Q3 | $27K | Buy |
+167
| New | +$24.8K | ﹤0.01% | 1014 |
|
|
2017
Q1 | – | Sell |
-67
| Closed | -$5K | – | 693 |
|
|
2016
Q4 | $5K | Buy |
+67
| New | +$4.86K | ﹤0.01% | 1114 |
|
Other funds holding CRM
Ancora Advisors's CRM Position: Q2 2026 in Review
Ancora Advisors increased its Salesforce (CRM) stake by 2.5% in Q2 2026, buying an estimated $386K and bringing the position to 90,219 shares worth $14.1M. The position accounts for 0.27% of the portfolio, ranked #87.
Ancora Advisors first reported a position in CRM in Q4 2016 and has held it in 29 quarters since. The position peaked at $17M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Ancora Advisors held 90,219 shares of Salesforce worth $14.1M as of Q2 2026.
- Ancora Advisors bought 2,195 Salesforce shares in Q2 2026, an estimated $386K.
- Salesforce made up 0.27% of Ancora Advisors's portfolio in Q2 2026, its #87 holding.
- Ancora Advisors first reported a position in Salesforce in Q4 2016 and has held it in 29 quarters since.
- Ancora Advisors's Salesforce position peaked at $17M in Q4 2025.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.