BOK Financial’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 | $8.87M | Sell |
47,522
-2,459
| -5% | -$509K | 0.14% | 135 |
|
|
2025
Q4 | $13.2M | Sell |
49,981
-4,672
| -9% | -$1.16M | 0.2% | 98 |
|
|
2025
Q3 | $13M | Buy |
54,653
+13,259
| +32% | +$3.34M | 0.19% | 100 |
|
|
2025
Q2 | $11.3M | Buy |
41,394
+9,205
| +29% | +$2.46M | 0.18% | 108 |
|
|
2025
Q1 | $8.64M | Sell |
32,189
-466
| -1% | -$145K | 0.15% | 123 |
|
|
2024
Q4 | $10.4M | Sell |
32,655
-1,121
| -3% | -$358K | 0.18% | 111 |
|
|
2024
Q3 | $9.49M | Sell |
33,776
-11,827
| -26% | -$3.03M | 0.17% | 124 |
|
|
2024
Q2 | $11.7M | Buy |
45,603
+21,060
| +86% | +$5.64M | 0.21% | 101 |
|
|
2024
Q1 | $7.42M | Buy |
24,543
+6,694
| +38% | +$1.93M | 0.14% | 157 |
|
|
2023
Q4 | $4.7M | Sell |
17,849
-768
| -4% | -$174K | 0.09% | 209 |
|
|
2023
Q3 | $3.74M | Buy |
18,617
+268
| +1% | +$57.9K | 0.08% | 219 |
|
|
2023
Q2 | $3.88M | Sell |
18,349
-3,057
| -14% | -$624K | 0.08% | 230 |
|
|
2023
Q1 | $4.28M | Sell |
21,406
-24,750
| -54% | -$4.18M | 0.09% | 211 |
|
|
2022
Q4 | $6.12M | Sell |
46,156
-5,163
| -10% | -$753K | 0.11% | 177 |
|
|
2022
Q3 | $7.38M | Sell |
51,319
-9,226
| -15% | -$1.56M | 0.15% | 148 |
|
|
2022
Q2 | $9.99M | Buy |
60,545
+739
| +1% | +$131K | 0.19% | 120 |
|
|
2022
Q1 | $12.7M | Sell |
59,806
-11,260
| -16% | -$2.42M | 0.21% | 109 |
|
|
2021
Q4 | $18.1M | Buy |
71,066
+4,177
| +6% | +$1.17M | 0.28% | 84 |
|
|
2021
Q3 | $18.1M | Buy |
+66,889
| New | +$17M | 0.31% | 78 |
|
|
2021
Q1 | $15.5M | Buy |
73,266
+5,880
| +9% | +$1.31M | 0.28% | 86 |
|
|
2020
Q4 | $15M | Sell |
67,386
-4,270
| -6% | -$1.04M | 0.29% | 81 |
|
|
2020
Q3 | $18M | Sell |
71,656
-4,201
| -6% | -$920K | 0.4% | 62 |
|
|
2020
Q2 | $14.2M | Buy |
75,857
+8,907
| +13% | +$1.5M | 0.33% | 70 |
|
|
2020
Q1 | $9.64M | Sell |
66,950
-3,356
| -5% | -$575K | 0.28% | 91 |
|
|
2019
Q4 | $11.4M | Sell |
70,306
-9,564
| -12% | -$1.5M | 0.26% | 92 |
|
|
2019
Q3 | $11.9M | Buy |
79,870
+6,650
| +9% | +$1.01M | 0.29% | 82 |
|
|
2019
Q2 | $11.1M | Buy |
73,220
+8,841
| +14% | +$1.39M | 0.27% | 88 |
|
|
2019
Q1 | $10.2M | Buy |
64,379
+1,958
| +3% | +$303K | 0.24% | 99 |
|
|
2018
Q4 | $8.55M | Buy |
62,421
+371
| +0.6% | +$51K | 0.24% | 102 |
|
|
2018
Q3 | $9.87M | Sell |
62,050
-7,772
| -11% | -$1.15M | 0.25% | 94 |
|
|
2018
Q2 | $9.52M | Buy |
69,822
+29,389
| +73% | +$3.75M | 0.26% | 90 |
|
|
2018
Q1 | $4.7M | Buy |
40,433
+4,225
| +12% | +$485K | 0.13% | 181 |
|
|
2017
Q4 | $3.7M | Sell |
36,208
-1,297
| -3% | -$132K | 0.1% | 234 |
|
|
2017
Q3 | $3.5M | Sell |
37,505
-7,038
| -16% | -$647K | 0.1% | 225 |
|
|
2017
Q2 | $3.86M | Sell |
44,543
-1,946
| -4% | -$169K | 0.12% | 192 |
|
|
2017
Q1 | $3.83M | Buy |
46,489
+3,899
| +9% | +$311K | 0.12% | 196 |
|
|
2016
Q4 | $2.92M | Buy |
42,590
+2,727
| +7% | +$198K | 0.1% | 233 |
|
|
2016
Q3 | $2.84M | Buy |
39,863
+2,547
| +7% | +$199K | 0.09% | 245 |
|
|
2016
Q2 | $2.96M | Buy |
37,316
+1,134
| +3% | +$89K | 0.1% | 218 |
|
|
2016
Q1 | $2.67M | Sell |
36,182
-25,288
| -41% | -$1.74M | 0.1% | 245 |
|
|
2015
Q4 | $4.82M | Buy |
61,470
+21,283
| +53% | +$1.66M | 0.17% | 143 |
|
|
2015
Q3 | $2.79M | Buy |
40,187
+28,274
| +237% | +$2M | 0.11% | 225 |
|
|
2015
Q2 | $830K | Sell |
11,913
-1,807
| -13% | -$129K | 0.03% | 490 |
|
|
2015
Q1 | $917K | Buy |
13,720
+2,800
| +26% | +$174K | 0.03% | 454 |
|
|
2014
Q4 | $648K | Sell |
10,920
-12,332
| -53% | -$727K | 0.02% | 464 |
|
|
2014
Q3 | $1.34M | Buy |
23,252
+5,241
| +29% | +$295K | 0.04% | 384 |
|
|
2014
Q2 | $1.05M | Sell |
18,011
-26,613
| -60% | -$1.44M | 0.03% | 441 |
|
|
2014
Q1 | $2.55M | Sell |
44,624
-26,365
| -37% | -$1.58M | 0.08% | 263 |
|
|
2013
Q4 | $3.92M | Buy |
70,989
+52,284
| +280% | +$2.8M | 0.13% | 168 |
|
|
2013
Q3 | $971K | Buy |
18,705
+4,329
| +30% | +$196K | 0.04% | 422 |
|
|
2013
Q2 | $549K | Buy |
+14,376
| New | +$593K | 0.02% | 509 |
|
Other funds holding CRM
VCM
VPM
BOK Financial's CRM Position: Q1 2026 in Review
BOK Financial reduced its Salesforce (CRM) stake by 4.9% in Q1 2026, selling an estimated $509K and leaving 47,522 shares worth $8.87M. The position accounts for 0.14% of the portfolio, ranked #135.
BOK Financial first reported a position in CRM in Q2 2013 and has held it in 51 quarters since. The position peaked at $18.1M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- BOK Financial held 47,522 shares of Salesforce worth $8.87M as of Q1 2026.
- BOK Financial sold 2,459 Salesforce shares in Q1 2026, an estimated $509K.
- Salesforce made up 0.14% of BOK Financial's portfolio in Q1 2026, its #135 holding.
- BOK Financial first reported a position in Salesforce in Q2 2013 and has held it in 51 quarters since.
- BOK Financial's Salesforce position peaked at $18.1M in Q3 2021.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.