Bartlett & Co Wealth 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 | $45.3M | Sell |
244,135
-26,781
| -10% | -$5.55M | 0.58% | 48 |
|
|
2025
Q4 | $71.9M | Buy |
270,916
+3,951
| +1% | +$982K | 0.94% | 30 |
|
|
2025
Q3 | $63.4M | Buy |
266,965
+6,864
| +3% | +$1.73M | 0.84% | 32 |
|
|
2025
Q2 | $71M | Buy |
260,101
+8,950
| +4% | +$2.39M | 0.99% | 28 |
|
|
2025
Q1 | $67.4M | Buy |
251,151
+306
| +0.1% | +$95.2K | 0.99% | 30 |
|
|
2024
Q4 | $84M | Buy |
250,845
+4,654
| +2% | +$1.49M | 1.22% | 24 |
|
|
2024
Q3 | $67.5M | Buy |
246,191
+9,548
| +4% | +$2.45M | 0.97% | 34 |
|
|
2024
Q2 | $60.8M | Buy |
236,643
+7,116
| +3% | +$1.9M | 0.92% | 34 |
|
|
2024
Q1 | $69.2M | Sell |
229,527
-10,636
| -4% | -$3.07M | 1.07% | 28 |
|
|
2023
Q4 | $63.8M | Buy |
240,163
+6,014
| +3% | +$1.36M | 1.04% | 30 |
|
|
2023
Q3 | $47.5M | Buy |
234,149
+1,689
| +0.7% | +$365K | 0.85% | 35 |
|
|
2023
Q2 | $49.1M | Buy |
232,460
+9,353
| +4% | +$1.91M | 0.85% | 38 |
|
|
2023
Q1 | $44.6M | Buy |
223,107
+8,878
| +4% | +$1.5M | 0.86% | 38 |
|
|
2022
Q4 | $28.4M | Sell |
214,229
-45,145
| -17% | -$6.59M | 0.57% | 52 |
|
|
2022
Q3 | $37.3M | Sell |
259,374
-1,753
| -0.7% | -$297K | 0.8% | 40 |
|
|
2022
Q2 | $43.1M | Sell |
261,127
-14,425
| -5% | -$2.55M | 0.87% | 40 |
|
|
2022
Q1 | $58.5M | Buy |
275,552
+5,973
| +2% | +$1.29M | 1.02% | 32 |
|
|
2021
Q4 | $68.5M | Buy |
269,579
+4,975
| +2% | +$1.4M | 1.16% | 25 |
|
|
2021
Q3 | $71.8M | Buy |
264,604
+2,740
| +1% | +$696K | 1.37% | 21 |
|
|
2021
Q2 | $64M | Buy |
261,864
+7,904
| +3% | +$1.82M | 1.22% | 23 |
|
|
2021
Q1 | $53.8M | Buy |
253,960
+37,743
| +17% | +$8.4M | 1.08% | 33 |
|
|
2020
Q4 | $48.1M | Buy |
216,217
+13,860
| +7% | +$3.37M | 1.03% | 33 |
|
|
2020
Q3 | $50.9M | Buy |
202,357
+5,722
| +3% | +$1.25M | 1.19% | 24 |
|
|
2020
Q2 | $36.8M | Buy |
196,635
+69,691
| +55% | +$11.7M | 0.96% | 34 |
|
|
2020
Q1 | $18.3M | Buy |
126,944
+125,517
| +8,796% | +$21.5M | 0.56% | 54 |
|
|
2019
Q4 | $232K | Buy |
1,427
+63
| +5% | +$9.88K | 0.01% | 318 |
|
|
2019
Q3 | $202K | Buy |
1,364
+1,002
| +277% | +$152K | 0.01% | 331 |
|
|
2019
Q2 | $54.9K | Buy |
362
+2
| +0.6% | +$313 | ﹤0.01% | 419 |
|
|
2019
Q1 | $57K | Buy |
360
+180
| +100% | +$27.9K | ﹤0.01% | 405 |
|
|
2018
Q4 | $24.7K | Hold |
180
| – | – | ﹤0.01% | 499 |
|
|
2018
Q3 | $28.6K | Hold |
180
| – | – | ﹤0.01% | 504 |
|
|
2018
Q2 | $24.6K | Hold |
180
| – | – | ﹤0.01% | 504 |
|
|
2018
Q1 | $20.9K | Buy |
+180
| New | +$20.7K | ﹤0.01% | 535 |
|
Other funds holding CRM
VCM
VPM
Bartlett & Co Wealth Management's CRM Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Salesforce (CRM) stake by 9.9% in Q1 2026, selling an estimated $5.55M and leaving 244,135 shares worth $45.3M. The position accounts for 0.58% of the portfolio, ranked #48.
Bartlett & Co Wealth Management first reported a position in CRM in Q1 2018 and has held it in 33 quarters since. The position peaked at $84M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Bartlett & Co Wealth Management held 244,135 shares of Salesforce worth $45.3M as of Q1 2026.
- Bartlett & Co Wealth Management sold 26,781 Salesforce shares in Q1 2026, an estimated $5.55M.
- Salesforce made up 0.58% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #48 holding.
- Bartlett & Co Wealth Management first reported a position in Salesforce in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Salesforce position peaked at $84M in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.