Belpointe Asset 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
Q2 | $734K | Sell |
4,687
-203
| -4% | -$35.7K | 0.02% | 589 |
|
|
2026
Q1 | $913K | Sell |
4,890
-3,084
| -39% | -$639K | 0.03% | 490 |
|
|
2025
Q4 | $2.11M | Sell |
7,974
-1,257
| -14% | -$312K | 0.08% | 214 |
|
|
2025
Q3 | $2.19M | Sell |
9,231
-25
| -0.3% | -$6.3K | 0.08% | 209 |
|
|
2025
Q2 | $2.52M | Buy |
9,256
+1,521
| +20% | +$407K | 0.11% | 170 |
|
|
2025
Q1 | $2.08M | Buy |
7,735
+3,694
| +91% | +$1.15M | 0.11% | 174 |
|
|
2024
Q4 | $1.02M | Buy |
4,041
+15
| +0.4% | +$4.79K | 0.06% | 306 |
|
|
2024
Q3 | $1.1M | Buy |
4,026
+796
| +25% | +$204K | 0.07% | 285 |
|
|
2024
Q2 | $831K | Sell |
3,230
-1,308
| -29% | -$350K | 0.06% | 316 |
|
|
2024
Q1 | $1.37M | Sell |
4,538
-464
| -9% | -$134K | 0.1% | 190 |
|
|
2023
Q4 | $1.32M | Sell |
5,002
-576
| -10% | -$130K | 0.12% | 174 |
|
|
2023
Q3 | $1.13M | Buy |
5,578
+413
| +8% | +$89.2K | 0.12% | 176 |
|
|
2023
Q2 | $1.09M | Sell |
5,165
-8,253
| -62% | -$1.68M | 0.12% | 171 |
|
|
2023
Q1 | $2.68M | Sell |
13,418
-1,195
| -8% | -$202K | 0.14% | 138 |
|
|
2022
Q4 | $1.94M | Sell |
14,613
-2,166
| -13% | -$316K | 0.12% | 178 |
|
|
2022
Q3 | $2.41M | Sell |
16,779
-768
| -4% | -$130K | 0.16% | 123 |
|
|
2022
Q2 | $2.9M | Sell |
17,547
-2,158
| -11% | -$381K | 0.19% | 107 |
|
|
2022
Q1 | $4.18M | Sell |
19,705
-2,997
| -13% | -$645K | 0.25% | 70 |
|
|
2021
Q4 | $5.77M | Sell |
22,702
-1,979
| -8% | -$556K | 0.36% | 49 |
|
|
2021
Q3 | $6.7M | Buy |
24,681
+2,520
| +11% | +$640K | 0.46% | 31 |
|
|
2021
Q2 | $5.41M | Buy |
22,161
+2,069
| +10% | +$477K | 0.39% | 43 |
|
|
2021
Q1 | $4.26M | Sell |
20,092
-5,264
| -21% | -$1.17M | 0.36% | 51 |
|
|
2020
Q4 | $5.64M | Buy |
25,356
+1,903
| +8% | +$463K | 0.51% | 32 |
|
|
2020
Q3 | $5.89M | Sell |
23,453
-816
| -3% | -$179K | 0.66% | 25 |
|
|
2020
Q2 | $4.55M | Buy |
24,269
+6,823
| +39% | +$1.15M | 0.59% | 30 |
|
|
2020
Q1 | $2.51M | Buy |
17,446
+3,419
| +24% | +$586K | 0.44% | 43 |
|
|
2019
Q4 | $2.28M | Buy |
14,027
+2,996
| +27% | +$470K | 0.29% | 88 |
|
|
2019
Q3 | $1.64M | Sell |
11,031
-121
| -1% | -$18.4K | 0.26% | 93 |
|
|
2019
Q2 | $1.69M | Sell |
11,152
-663
| -6% | -$104K | 0.33% | 62 |
|
|
2019
Q1 | $1.87M | Sell |
11,815
-105
| -0.9% | -$16.3K | 0.37% | 47 |
|
|
2018
Q4 | $1.63M | Buy |
11,920
+6,658
| +127% | +$916K | 0.41% | 41 |
|
|
2018
Q3 | $837K | Buy |
+5,262
| New | +$781K | 0.13% | 159 |
|
Other funds holding CRM
Belpointe Asset Management's CRM Position: Q2 2026 in Review
Belpointe Asset Management reduced its Salesforce (CRM) stake by 4.2% in Q2 2026, selling an estimated $35.7K and leaving 4,687 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #589.
Belpointe Asset Management first reported a position in CRM in Q3 2018 and has held it in 32 quarters since. The position peaked at $6.7M in Q3 2021. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Belpointe Asset Management held 4,687 shares of Salesforce worth $734K as of Q2 2026.
- Belpointe Asset Management sold 203 Salesforce shares in Q2 2026, an estimated $35.7K.
- Salesforce made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #589 holding.
- Belpointe Asset Management first reported a position in Salesforce in Q3 2018 and has held it in 32 quarters since.
- Belpointe Asset Management's Salesforce position peaked at $6.7M in Q3 2021.
- 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.