Boston Family Office’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 | $15.7M | Sell |
84,239
-5,198
| -6% | -$1.08M | 1.05% | 27 |
|
|
2025
Q4 | $23.7M | Buy |
89,437
+266
| +0.3% | +$66.1K | 1.5% | 16 |
|
|
2025
Q3 | $21.1M | Sell |
89,171
-739
| -0.8% | -$186K | 1.35% | 23 |
|
|
2025
Q2 | $24.5M | Sell |
89,910
-122
| -0.1% | -$32.6K | 1.63% | 18 |
|
|
2025
Q1 | $24.2M | Sell |
90,032
-1,278
| -1% | -$397K | 1.71% | 17 |
|
|
2024
Q4 | $30.5M | Sell |
91,310
-334
| -0.4% | -$107K | 2.1% | 7 |
|
|
2024
Q3 | $25.1M | Buy |
91,644
+650
| +0.7% | +$166K | 1.7% | 16 |
|
|
2024
Q2 | $23.4M | Sell |
90,994
-361
| -0.4% | -$96.6K | 1.69% | 15 |
|
|
2024
Q1 | $27.5M | Buy |
91,355
+194
| +0.2% | +$56K | 1.98% | 10 |
|
|
2023
Q4 | $24M | Sell |
91,161
-227
| -0.2% | -$51.4K | 1.8% | 12 |
|
|
2023
Q3 | $18.5M | Buy |
91,388
+7,955
| +10% | +$1.72M | 1.52% | 20 |
|
|
2023
Q2 | $17.6M | Buy |
83,433
+468
| +0.6% | +$95.5K | 1.35% | 24 |
|
|
2023
Q1 | $16.6M | Sell |
82,965
-9,123
| -10% | -$1.54M | 1.33% | 25 |
|
|
2022
Q4 | $12.2M | Sell |
92,088
-8,339
| -8% | -$1.22M | 1.01% | 34 |
|
|
2022
Q3 | $14.4M | Buy |
100,427
+10,997
| +12% | +$1.86M | 1.28% | 28 |
|
|
2022
Q2 | $14.8M | Buy |
89,430
+9,304
| +12% | +$1.64M | 1.23% | 26 |
|
|
2022
Q1 | $17M | Buy |
80,126
+13,492
| +20% | +$2.9M | 1.21% | 27 |
|
|
2021
Q4 | $16.9M | Buy |
66,634
+1,632
| +3% | +$459K | 1.1% | 27 |
|
|
2021
Q3 | $17.6M | Buy |
65,002
+819
| +1% | +$208K | 1.28% | 23 |
|
|
2021
Q2 | $15.7M | Buy |
64,183
+1,843
| +3% | +$425K | 1.12% | 28 |
|
|
2021
Q1 | $13.1M | Buy |
62,340
+3,235
| +5% | +$720K | 0.98% | 34 |
|
|
2020
Q4 | $13.2M | Buy |
59,105
+10,704
| +22% | +$2.6M | 1.01% | 32 |
|
|
2020
Q3 | $12.2M | Buy |
48,401
+3,004
| +7% | +$658K | 1.1% | 30 |
|
|
2020
Q2 | $8.5M | Buy |
45,397
+14,896
| +49% | +$2.51M | 0.83% | 43 |
|
|
2020
Q1 | $4.39M | Buy |
30,501
+953
| +3% | +$163K | 0.52% | 56 |
|
|
2019
Q4 | $4.81M | Buy |
29,548
+2,141
| +8% | +$336K | 0.46% | 60 |
|
|
2019
Q3 | $4.07M | Buy |
27,407
+777
| +3% | +$118K | 0.42% | 69 |
|
|
2019
Q2 | $4.04M | Buy |
26,630
+1,759
| +7% | +$276K | 0.42% | 70 |
|
|
2019
Q1 | $3.94M | Buy |
24,871
+1,505
| +6% | +$233K | 0.43% | 68 |
|
|
2018
Q4 | $3.2M | Buy |
23,366
+193
| +0.8% | +$26.5K | 0.4% | 72 |
|
|
2018
Q3 | $3.69M | Buy |
23,173
+3,233
| +16% | +$480K | 0.39% | 79 |
|
|
2018
Q2 | $2.72M | Buy |
19,940
+1,383
| +7% | +$176K | 0.31% | 92 |
|
|
2018
Q1 | $2.16M | Buy |
18,557
+5,946
| +47% | +$683K | 0.25% | 106 |
|
|
2017
Q4 | $1.29M | Buy |
12,611
+9,191
| +269% | +$937K | 0.14% | 133 |
|
|
2017
Q3 | $319K | Buy |
+3,420
| New | +$315K | 0.04% | 223 |
|
Other funds holding CRM
VCM
VPM
Boston Family Office's CRM Position: Q1 2026 in Review
Boston Family Office reduced its Salesforce (CRM) stake by 5.8% in Q1 2026, selling an estimated $1.08M and leaving 84,239 shares worth $15.7M. The position accounts for 1.05% of the portfolio, ranked #27.
Boston Family Office first reported a position in CRM in Q3 2017 and has held it in 35 quarters since. The position peaked at $30.5M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Boston Family Office held 84,239 shares of Salesforce worth $15.7M as of Q1 2026.
- Boston Family Office sold 5,198 Salesforce shares in Q1 2026, an estimated $1.08M.
- Salesforce made up 1.05% of Boston Family Office's portfolio in Q1 2026, its #27 holding.
- Boston Family Office first reported a position in Salesforce in Q3 2017 and has held it in 35 quarters since.
- Boston Family Office's Salesforce position peaked at $30.5M in Q4 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.