Bogart Wealth LLC’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 | $209K | Buy |
1,335
+239
| +22% | +$42K | 0.01% | 274 |
|
|
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
Bogart Wealth LLC's CRM Position: Q2 2026 in Review
Bogart Wealth LLC increased its Salesforce (CRM) stake by 22% in Q2 2026, buying an estimated $42K and bringing the position to 1,335 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #274.
Bogart Wealth LLC first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.2M in Q3 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Bogart Wealth LLC held 1,335 shares of Salesforce worth $209K as of Q2 2026.
- Bogart Wealth LLC bought 239 Salesforce shares in Q2 2026, an estimated $42K.
- Salesforce made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #274 holding.
- Bogart Wealth LLC first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
- Bogart Wealth LLC's Salesforce position peaked at $14.2M in Q3 2025.
- 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.