Arcadia Investment Management’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 | $69.1K | Sell |
370
-75
| -17% | -$15.5K | 0.01% | 161 |
|
|
2025
Q4 | $118K | Hold |
445
| – | – | 0.02% | 142 |
|
|
2025
Q3 | $105K | Sell |
445
-425
| -49% | -$107K | 0.02% | 152 |
|
|
2025
Q2 | $237K | Hold |
870
| – | – | 0.04% | 113 |
|
|
2025
Q1 | $233K | Buy |
870
+15
| +2% | +$4.67K | 0.04% | 112 |
|
|
2024
Q4 | $286K | Hold |
855
| – | – | 0.05% | 110 |
|
|
2024
Q3 | $234K | Buy |
855
+27
| +3% | +$6.92K | 0.04% | 115 |
|
|
2024
Q2 | $213K | Sell |
828
-500
| -38% | -$134K | 0.04% | 117 |
|
|
2024
Q1 | $400K | Buy |
1,328
+221
| +20% | +$63.8K | 0.07% | 93 |
|
|
2023
Q4 | $291K | Sell |
1,107
-500
| -31% | -$113K | 0.06% | 112 |
|
|
2023
Q3 | $326K | Hold |
1,607
| – | – | 0.07% | 102 |
|
|
2023
Q2 | $339K | Buy |
1,607
+157
| +11% | +$32K | 0.07% | 102 |
|
|
2023
Q1 | $290K | Buy |
1,450
+422
| +41% | +$71.3K | 0.06% | 111 |
|
|
2022
Q4 | $136K | Buy |
1,028
+485
| +89% | +$70.8K | 0.03% | 156 |
|
|
2022
Q3 | $78K | Sell |
543
-17
| -3% | -$2.88K | 0.02% | 166 |
|
|
2022
Q2 | $92K | Hold |
560
| – | – | 0.02% | 162 |
|
|
2022
Q1 | $119K | Hold |
560
| – | – | 0.02% | 156 |
|
|
2021
Q4 | $142K | Hold |
560
| – | – | 0.02% | 158 |
|
|
2021
Q3 | $152K | Buy |
560
+500
| +833% | +$127K | 0.03% | 149 |
|
|
2021
Q2 | $15K | Buy |
60
+43
| +253% | +$9.91K | ﹤0.01% | 245 |
|
|
2021
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 266 |
|
|
2020
Q4 | $4K | Sell |
17
-108
| -86% | -$26.3K | ﹤0.01% | 241 |
|
|
2020
Q3 | $31K | Hold |
125
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $23K | Hold |
125
| – | – | 0.01% | 223 |
|
|
2020
Q1 | $18K | Hold |
125
| – | – | 0.01% | 248 |
|
|
2019
Q4 | $20K | Hold |
125
| – | – | 0.01% | 247 |
|
|
2019
Q3 | $19K | Hold |
125
| – | – | 0.01% | 255 |
|
|
2019
Q2 | $19K | Sell |
125
-51
| -29% | -$7.99K | 0.01% | 265 |
|
|
2019
Q1 | $28K | Buy |
176
+68
| +63% | +$10.5K | 0.01% | 227 |
|
|
2018
Q4 | $15K | Hold |
108
| – | – | 0.01% | 244 |
|
|
2018
Q3 | $17K | Hold |
108
| – | – | ﹤0.01% | 283 |
|
|
2018
Q2 | $15K | Hold |
108
| – | – | ﹤0.01% | 295 |
|
|
2018
Q1 | $13K | Hold |
108
| – | – | ﹤0.01% | 306 |
|
|
2017
Q4 | $11K | Hold |
108
| – | – | ﹤0.01% | 323 |
|
|
2017
Q3 | $10K | Hold |
108
| – | – | ﹤0.01% | 336 |
|
|
2017
Q2 | $9K | Hold |
108
| – | – | ﹤0.01% | 326 |
|
|
2017
Q1 | $9K | Buy |
+108
| New | +$8.63K | ﹤0.01% | 378 |
|
|
2016
Q4 | – | Sell |
-786
| Closed | -$56K | – | 321 |
|
|
2016
Q3 | $56K | Hold |
786
| – | – | 0.02% | 187 |
|
|
2016
Q2 | $62K | Buy |
+786
| New | +$61.7K | 0.02% | 180 |
|
Other funds holding CRM
VCM
VPM
Arcadia Investment Management's CRM Position: Q1 2026 in Review
Arcadia Investment Management reduced its Salesforce (CRM) stake by 17% in Q1 2026, selling an estimated $15.5K and leaving 370 shares worth $69.1K. The position accounts for 0.01% of the portfolio, ranked #161.
Arcadia Investment Management first reported a position in CRM in Q2 2016 and has held it in 39 quarters since. The position peaked at $400K in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Arcadia Investment Management held 370 shares of Salesforce worth $69.1K as of Q1 2026.
- Arcadia Investment Management sold 75 Salesforce shares in Q1 2026, an estimated $15.5K.
- Salesforce made up 0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #161 holding.
- Arcadia Investment Management first reported a position in Salesforce in Q2 2016 and has held it in 39 quarters since.
- Arcadia Investment Management's Salesforce position peaked at $400K in Q1 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.