Atlas Brown’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 | $1.25M | Buy |
7,949
+436
| +6% | +$76.7K | 0.33% | 79 |
|
|
2026
Q1 | $1.4M | Buy |
7,513
+118
| +2% | +$24.4K | 0.42% | 67 |
|
|
2025
Q4 | $1.96M | Sell |
7,395
-11
| -0.1% | -$2.73K | 0.58% | 49 |
|
|
2025
Q3 | $1.76M | Buy |
7,406
+244
| +3% | +$61.5K | 0.52% | 52 |
|
|
2025
Q2 | $1.95M | Buy |
7,162
+47
| +0.7% | +$12.6K | 0.63% | 43 |
|
|
2025
Q1 | $1.91M | Buy |
7,115
+18
| +0.3% | +$5.6K | 0.67% | 36 |
|
|
2024
Q4 | $2.37M | Sell |
7,097
-78
| -1% | -$24.9K | 0.81% | 29 |
|
|
2024
Q3 | $1.96M | Buy |
7,175
+615
| +9% | +$158K | 0.68% | 38 |
|
|
2024
Q2 | $1.69M | Buy |
6,560
+72
| +1% | +$19.3K | 0.6% | 45 |
|
|
2024
Q1 | $1.95M | Buy |
6,488
+99
| +2% | +$28.6K | 0.71% | 37 |
|
|
2023
Q4 | $1.68M | Buy |
6,389
+73
| +1% | +$16.5K | 0.7% | 42 |
|
|
2023
Q3 | $1.28M | Buy |
6,316
+79
| +1% | +$17.1K | 0.58% | 48 |
|
|
2023
Q2 | $1.32M | Buy |
6,237
+44
| +0.7% | +$8.98K | 0.58% | 52 |
|
|
2023
Q1 | $1.24M | Buy |
6,193
+273
| +5% | +$46.1K | 0.57% | 57 |
|
|
2022
Q4 | $785K | Sell |
5,920
-1,003
| -14% | -$146K | 0.39% | 80 |
|
|
2022
Q3 | $996K | Buy |
6,923
+277
| +4% | +$47K | 0.51% | 61 |
|
|
2022
Q2 | $1.1M | Buy |
6,646
+24
| +0.4% | +$4.24K | 0.52% | 63 |
|
|
2022
Q1 | $1.41M | Buy |
6,622
+108
| +2% | +$23.2K | 0.57% | 54 |
|
|
2021
Q4 | $1.66M | Buy |
6,514
+294
| +5% | +$82.6K | 0.64% | 47 |
|
|
2021
Q3 | $1.69M | Buy |
6,220
+102
| +2% | +$25.9K | 0.73% | 43 |
|
|
2021
Q2 | $1.49M | Buy |
6,118
+758
| +14% | +$175K | 0.65% | 48 |
|
|
2021
Q1 | $1.14M | Buy |
5,360
+998
| +23% | +$222K | 0.54% | 57 |
|
|
2020
Q4 | $971K | Buy |
4,362
+262
| +6% | +$63.7K | 0.5% | 65 |
|
|
2020
Q3 | $1.03M | Buy |
4,100
+99
| +2% | +$21.7K | 0.61% | 57 |
|
|
2020
Q2 | $750K | Buy |
4,001
+1,034
| +35% | +$174K | 0.48% | 71 |
|
|
2020
Q1 | $427K | Sell |
2,967
-72
| -2% | -$12.3K | 0.33% | 87 |
|
|
2019
Q4 | $494K | Sell |
3,039
-155
| -5% | -$24.3K | 0.31% | 90 |
|
|
2019
Q3 | $474K | Hold |
3,194
| – | – | 0.34% | 84 |
|
|
2019
Q2 | $485K | Buy |
3,194
+26
| +0.8% | +$4.07K | 0.34% | 84 |
|
|
2019
Q1 | $502K | Sell |
3,168
-625
| -16% | -$96.9K | 0.36% | 80 |
|
|
2018
Q4 | $520K | Buy |
3,793
+423
| +13% | +$58.2K | 0.4% | 74 |
|
|
2018
Q3 | $536K | Buy |
3,370
+42
| +1% | +$6.23K | 0.33% | 89 |
|
|
2018
Q2 | $474K | Buy |
3,328
+345
| +12% | +$44K | 0.11% | 92 |
|
|
2018
Q1 | $347K | Buy |
2,983
+61
| +2% | +$7K | 0.06% | 108 |
|
|
2017
Q4 | $330K | Buy |
2,922
+33
| +1% | +$3.36K | 0.06% | 112 |
|
|
2017
Q3 | $270K | Hold |
2,889
| – | – | 0.06% | 115 |
|
|
2017
Q2 | $250K | Sell |
2,889
-688
| -19% | -$59.9K | 0.22% | 114 |
|
|
2017
Q1 | $295K | Buy |
3,577
+128
| +4% | +$10.2K | 0.23% | 104 |
|
|
2016
Q4 | $246K | Hold |
3,449
| – | – | 0.1% | 112 |
|
|
2016
Q3 | $246K | Buy |
+3,449
| New | +$269K | 0.1% | 112 |
|
|
2016
Q2 | – | Sell |
-3,353
| Closed | -$248K | – | 115 |
|
|
2016
Q1 | $248K | Hold |
3,353
| – | – | 0.1% | 107 |
|
|
2015
Q4 | $226K | Buy |
+3,353
| New | +$262K | 0.14% | 105 |
|
Other funds holding CRM
Atlas Brown's CRM Position: Q2 2026 in Review
Atlas Brown increased its Salesforce (CRM) stake by 5.8% in Q2 2026, buying an estimated $76.7K and bringing the position to 7,949 shares worth $1.25M. The position accounts for 0.33% of the portfolio, ranked #79.
Atlas Brown first reported a position in CRM in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.37M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Atlas Brown held 7,949 shares of Salesforce worth $1.25M as of Q2 2026.
- Atlas Brown bought 436 Salesforce shares in Q2 2026, an estimated $76.7K.
- Salesforce made up 0.33% of Atlas Brown's portfolio in Q2 2026, its #79 holding.
- Atlas Brown first reported a position in Salesforce in Q4 2015 and has held it in 42 quarters since.
- Atlas Brown's Salesforce position peaked at $2.37M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.