Apriem 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 | $480K | Buy |
2,570
+605
| +31% | +$125K | 0.05% | 123 |
|
|
2025
Q4 | $521K | Buy |
1,965
+80
| +4% | +$19.9K | 0.05% | 116 |
|
|
2025
Q3 | $447K | Sell |
1,885
-200
| -10% | -$50.4K | 0.04% | 123 |
|
|
2025
Q2 | $569K | Buy |
2,085
+1,060
| +103% | +$283K | 0.06% | 110 |
|
|
2025
Q1 | $275K | Buy |
1,025
+131
| +15% | +$40.7K | 0.03% | 149 |
|
|
2024
Q4 | $299K | Buy |
+894
| New | +$285K | 0.03% | 147 |
|
|
2024
Q3 | – | Sell |
-897
| Closed | -$231K | – | 177 |
|
|
2024
Q2 | $231K | Buy |
897
+92
| +11% | +$24.6K | 0.03% | 157 |
|
|
2024
Q1 | $242K | Sell |
805
-100
| -11% | -$28.9K | 0.03% | 150 |
|
|
2023
Q4 | $238K | Buy |
+905
| New | +$205K | 0.03% | 132 |
|
|
2023
Q3 | – | Sell |
-955
| Closed | -$202K | – | 143 |
|
|
2023
Q2 | $202K | Sell |
955
-200
| -17% | -$40.8K | 0.03% | 135 |
|
|
2023
Q1 | $231K | Buy |
+1,155
| New | +$195K | 0.04% | 133 |
|
|
2022
Q4 | – | Sell |
-1,605
| Closed | -$231K | – | 146 |
|
|
2022
Q3 | $231K | Sell |
1,605
-75
| -4% | -$12.7K | 0.04% | 122 |
|
|
2022
Q2 | $277K | Buy |
1,680
+230
| +16% | +$40.6K | 0.05% | 114 |
|
|
2022
Q1 | $308K | Buy |
1,450
+350
| +32% | +$75.3K | 0.05% | 117 |
|
|
2021
Q4 | $280K | Hold |
1,100
| – | – | 0.04% | 119 |
|
|
2021
Q3 | $298K | Buy |
1,100
+250
| +29% | +$63.5K | 0.04% | 117 |
|
|
2021
Q2 | $208K | Buy |
+850
| New | +$196K | 0.03% | 148 |
|
|
2018
Q3 | – | Sell |
-425
| Closed | -$58K | – | 187 |
|
|
2018
Q2 | $58K | Buy |
+425
| New | +$54.2K | 0.01% | 236 |
|
|
2017
Q4 | – | Sell |
-2,225
| Closed | -$208K | – | 136 |
|
|
2017
Q3 | $208K | Sell |
2,225
-625
| -22% | -$57.5K | 0.05% | 126 |
|
|
2017
Q2 | $247K | Sell |
2,850
-500
| -15% | -$43.5K | 0.07% | 112 |
|
|
2017
Q1 | $276K | Hold |
3,350
| – | – | 0.08% | 104 |
|
|
2016
Q4 | $229K | Buy |
3,350
+800
| +31% | +$58.1K | 0.07% | 113 |
|
|
2016
Q3 | $182K | Sell |
2,550
-1,800
| -41% | -$140K | 0.05% | 120 |
|
|
2016
Q2 | $345K | Buy |
4,350
+2,000
| +85% | +$157K | 0.11% | 79 |
|
|
2016
Q1 | $174K | Sell |
2,350
-500
| -18% | -$34.4K | 0.07% | 101 |
|
|
2015
Q4 | $223K | Buy |
2,850
+200
| +8% | +$15.6K | 0.08% | 88 |
|
|
2015
Q3 | $184K | Buy |
2,650
+950
| +56% | +$67.3K | 0.07% | 96 |
|
|
2015
Q2 | $118K | Buy |
1,700
+100
| +6% | +$7.12K | 0.04% | 132 |
|
|
2015
Q1 | $107K | Hold |
1,600
| – | – | 0.04% | 140 |
|
|
2014
Q4 | $95K | Hold |
1,600
| – | – | 0.04% | 137 |
|
|
2014
Q3 | $92K | Buy |
1,600
+600
| +60% | +$33.8K | 0.04% | 145 |
|
|
2014
Q2 | $58K | Buy |
1,000
+200
| +25% | +$10.8K | 0.02% | 186 |
|
|
2014
Q1 | $46K | Hold |
800
| – | – | 0.02% | 223 |
|
|
2013
Q4 | $44K | Buy |
+800
| New | +$42.8K | 0.02% | 217 |
|
Other funds holding CRM
VCM
VPM
Apriem Advisors's CRM Position: Q1 2026 in Review
Apriem Advisors increased its Salesforce (CRM) stake by 31% in Q1 2026, buying an estimated $125K and bringing the position to 2,570 shares worth $480K. The position accounts for 0.05% of the portfolio, ranked #123.
Apriem Advisors first reported a position in CRM in Q4 2013 and has held it in 34 quarters since. The position peaked at $569K in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Apriem Advisors held 2,570 shares of Salesforce worth $480K as of Q1 2026.
- Apriem Advisors bought 605 Salesforce shares in Q1 2026, an estimated $125K.
- Salesforce made up 0.05% of Apriem Advisors's portfolio in Q1 2026, its #123 holding.
- Apriem Advisors first reported a position in Salesforce in Q4 2013 and has held it in 34 quarters since.
- Apriem Advisors's Salesforce position peaked at $569K in Q2 2025.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.