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Bogart Wealth LLC’s Salesforce CRM Stock Holding History

Bogart Wealth LLC’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205K Buy
1,096
+204
+23% +$42.3K 0.01% 250
2025
Q4 		$236K Sell
892
-58,894
-99% -$14.6M 0.01% 240
2025
Q3 		$14.2M Buy
59,786
+11,152
+23% +$2.81M 0.57% 33
2025
Q2 		$13.3M Buy
48,634
+2,134
+5% +$571K 0.57% 37
2025
Q1 		$12.5M Buy
46,500
+4,433
+11% +$1.38M 0.59% 33
2024
Q4 		$14.1M Sell
42,067
-4,649
-10% -$1.48M 0.67% 29
2024
Q3 		$12.8M Buy
46,716
+707
+2% +$181K 0.61% 34
2024
Q2 		$11.8M Buy
46,009
+8,895
+24% +$2.38M 0.6% 31
2024
Q1 		$11.2M Sell
37,114
-3,991
-10% -$1.15M 0.58% 36
2023
Q4 		$10.8M Buy
41,105
+1,364
+3% +$309K 0.61% 32
2023
Q3 		$8.06M Buy
39,741
+880
+2% +$190K 0.5% 47
2023
Q2 		$8.21M Buy
38,861
+563
+1% +$115K 0.52% 44
2023
Q1 		$7.65M Buy
38,298
+1,675
+5% +$283K 0.51% 44
2022
Q4 		$4.86M Buy
36,623
+4,878
+15% +$712K 0.34% 66
2022
Q3 		$4.57M Buy
31,745
+4,344
+16% +$737K 0.38% 53
2022
Q2 		$4.52M Buy
27,401
+3,856
+16% +$681K 0.4% 51
2022
Q1 		$5M Buy
23,545
+7,093
+43% +$1.53M 0.43% 47
2021
Q4 		$4.18M Buy
16,452
+2,850
+21% +$801K 0.38% 52
2021
Q3 		$3.69M Buy
13,602
+2,232
+20% +$567K 0.38% 47
2021
Q2 		$2.78M Buy
11,370
+1,985
+21% +$457K 0.3% 53
2021
Q1 		$1.99M Buy
9,385
+2,831
+43% +$630K 0.28% 64
2020
Q4 		$1.46M Buy
6,554
+1,325
+25% +$322K 0.27% 65
2020
Q3 		$1.31M Buy
5,229
+751
+17% +$164K 0.29% 58
2020
Q2 		$839K Buy
4,478
+916
+26% +$154K 0.2% 67
2020
Q1 		$513K Buy
3,562
+929
+35% +$159K 0.14% 80
2019
Q4 		$428K Buy
2,633
+186
+8% +$29.2K 0.14% 82
2019
Q3 		$363K Buy
2,447
+241
+11% +$36.6K 0.18% 72
2019
Q2 		$334K Buy
2,206
+541
+32% +$84.8K 0.2% 71
2019
Q1 		$263K Buy
1,665
+410
+33% +$63.5K 0.13% 74
2018
Q4 		$171K Buy
+1,255
New +$173K 0.09% 75

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bogart Wealth LLC's CRM Position: Q1 2026 in Review

Bogart Wealth LLC increased its Salesforce (CRM) stake by 23% in Q1 2026, buying an estimated $42.3K and bringing the position to 1,096 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #250.

Bogart Wealth LLC first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.2M in Q3 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bogart Wealth LLC held 1,096 shares of Salesforce worth $205K as of Q1 2026.
  • Bogart Wealth LLC bought 204 Salesforce shares in Q1 2026, an estimated $42.3K.
  • Salesforce made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #250 holding.
  • Bogart Wealth LLC first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
  • Bogart Wealth LLC's Salesforce position peaked at $14.2M in Q3 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.