Blume Capital 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 | $108K | Buy |
687
+10
| +1% | +$1.76K | 0.02% | 157 |
|
|
2026
Q1 | $126K | Hold |
677
| – | – | 0.02% | 137 |
|
|
2025
Q4 | $179K | Hold |
677
| – | – | 0.03% | 117 |
|
|
2025
Q3 | $160K | Hold |
677
| – | – | 0.03% | 123 |
|
|
2025
Q2 | $185K | Sell |
677
-4
| -0.6% | -$1.07K | 0.04% | 117 |
|
|
2025
Q1 | $183K | Sell |
681
-19
| -3% | -$5.91K | 0.04% | 116 |
|
|
2024
Q4 | $234K | Sell |
700
-7
| -1% | -$2.23K | 0.05% | 101 |
|
|
2024
Q3 | $194K | Buy |
707
+7
| +1% | +$1.79K | 0.04% | 116 |
|
|
2024
Q2 | $180K | Hold |
700
| – | – | 0.04% | 108 |
|
|
2024
Q1 | $211K | Hold |
700
| – | – | 0.05% | 97 |
|
|
2023
Q4 | $184K | Buy |
700
+100
| +17% | +$22.6K | 0.05% | 97 |
|
|
2023
Q3 | $122K | Sell |
600
-25
| -4% | -$5.4K | 0.04% | 123 |
|
|
2023
Q2 | $132K | Buy |
625
+25
| +4% | +$5.1K | 0.04% | 114 |
|
|
2023
Q1 | $120K | Sell |
600
-100
| -14% | -$16.9K | 0.04% | 117 |
|
|
2022
Q4 | $92.8K | Buy |
700
+100
| +17% | +$14.6K | 0.03% | 130 |
|
|
2022
Q3 | $86K | Sell |
600
-40
| -6% | -$6.78K | 0.03% | 124 |
|
|
2022
Q2 | $106K | Buy |
640
+10
| +2% | +$1.77K | 0.04% | 121 |
|
|
2022
Q1 | $134K | Buy |
630
+30
| +5% | +$6.46K | 0.04% | 103 |
|
|
2021
Q4 | $152K | Hold |
600
| – | – | 0.05% | 109 |
|
|
2021
Q3 | $163K | Hold |
600
| – | – | 0.06% | 99 |
|
|
2021
Q2 | $147K | Hold |
600
| – | – | 0.05% | 97 |
|
|
2021
Q1 | $127K | Hold |
600
| – | – | 0.05% | 101 |
|
|
2020
Q4 | $134K | Hold |
600
| – | – | 0.06% | 83 |
|
|
2020
Q3 | $151K | Hold |
600
| – | – | 0.08% | 76 |
|
|
2020
Q2 | $112K | Hold |
600
| – | – | 0.06% | 83 |
|
|
2020
Q1 | $86K | Hold |
600
| – | – | 0.06% | 88 |
|
|
2019
Q4 | $97K | Hold |
600
| – | – | 0.05% | 95 |
|
|
2019
Q3 | $89K | Hold |
600
| – | – | 0.04% | 101 |
|
|
2019
Q2 | $91K | Hold |
600
| – | – | 0.05% | 94 |
|
|
2019
Q1 | $95K | Hold |
600
| – | – | 0.05% | 98 |
|
|
2018
Q4 | $82K | Hold |
600
| – | – | 0.05% | 103 |
|
|
2018
Q3 | $95K | Hold |
600
| – | – | 0.05% | 87 |
|
|
2018
Q2 | $82K | Sell |
600
-80
| -12% | -$10.2K | 0.04% | 86 |
|
|
2018
Q1 | $79K | Hold |
680
| – | – | 0.04% | 90 |
|
|
2017
Q4 | $70K | Hold |
680
| – | – | 0.04% | 106 |
|
|
2017
Q3 | $64K | Buy |
+680
| New | +$62.6K | 0.03% | 104 |
|
Other funds holding CRM
FWIA
ATO
Blume Capital Management's CRM Position: Q2 2026 in Review
Blume Capital Management increased its Salesforce (CRM) stake by 1.5% in Q2 2026, buying an estimated $1.76K and bringing the position to 687 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #157.
Blume Capital Management first reported a position in CRM in Q3 2017 and has held it in 36 quarters since. The position peaked at $234K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Blume Capital Management held 687 shares of Salesforce worth $108K as of Q2 2026.
- Blume Capital Management bought 10 Salesforce shares in Q2 2026, an estimated $1.76K.
- Salesforce made up 0.02% of Blume Capital Management's portfolio in Q2 2026, its #157 holding.
- Blume Capital Management first reported a position in Salesforce in Q3 2017 and has held it in 36 quarters since.
- Blume Capital Management's Salesforce position peaked at $234K in Q4 2024.
- 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.