Bradley Foster & Sargent’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 | $3.1M | Sell |
16,592
-22,986
| -58% | -$4.76M | 0.05% | 184 |
|
|
2025
Q4 | $10.5M | Sell |
39,578
-6,612
| -14% | -$1.64M | 0.15% | 113 |
|
|
2025
Q3 | $10.9M | Sell |
46,190
-3,754
| -8% | -$947K | 0.16% | 107 |
|
|
2025
Q2 | $13.6M | Sell |
49,944
-40
| -0.1% | -$10.7K | 0.21% | 91 |
|
|
2025
Q1 | $13.4M | Sell |
49,984
-3,848
| -7% | -$1.2M | 0.23% | 90 |
|
|
2024
Q4 | $18M | Sell |
53,832
-1,431
| -3% | -$457K | 0.3% | 79 |
|
|
2024
Q3 | $15.1M | Buy |
55,263
+1,110
| +2% | +$284K | 0.25% | 85 |
|
|
2024
Q2 | $13.9M | Buy |
54,153
+14,239
| +36% | +$3.81M | 0.25% | 78 |
|
|
2024
Q1 | $12M | Buy |
39,914
+128
| +0.3% | +$36.9K | 0.22% | 94 |
|
|
2023
Q4 | $10.5M | Sell |
39,786
-1,389
| -3% | -$314K | 0.2% | 97 |
|
|
2023
Q3 | $8.7M | Hold |
41,175
| – | – | 0.18% | 99 |
|
|
2023
Q2 | $8.7M | Buy |
41,175
+282
| +0.7% | +$57.6K | 0.18% | 99 |
|
|
2023
Q1 | $8.17M | Sell |
40,893
-219
| -0.5% | -$37K | 0.19% | 95 |
|
|
2022
Q4 | $5.45M | Sell |
41,112
-10,678
| -21% | -$1.56M | 0.14% | 116 |
|
|
2022
Q3 | $7.45M | Sell |
51,790
-8,148
| -14% | -$1.38M | 0.21% | 82 |
|
|
2022
Q2 | $9.89M | Sell |
59,938
-8,923
| -13% | -$1.58M | 0.26% | 75 |
|
|
2022
Q1 | $14.6M | Sell |
68,861
-13,608
| -17% | -$2.93M | 0.31% | 68 |
|
|
2021
Q4 | $21M | Buy |
82,469
+1,119
| +1% | +$314K | 0.43% | 64 |
|
|
2021
Q3 | $22.1M | Buy |
81,350
+3,578
| +5% | +$909K | 0.52% | 57 |
|
|
2021
Q2 | $19M | Buy |
77,772
+313
| +0.4% | +$72.1K | 0.44% | 67 |
|
|
2021
Q1 | $16.4M | Buy |
77,459
+18,605
| +32% | +$4.14M | 0.42% | 66 |
|
|
2020
Q4 | $13.1M | Buy |
58,854
+29,071
| +98% | +$7.07M | 0.35% | 73 |
|
|
2020
Q3 | $7.49M | Buy |
+29,783
| New | +$6.52M | 0.22% | 87 |
|
|
2020
Q1 | $3.35M | Buy |
23,231
+2,455
| +12% | +$421K | 0.13% | 114 |
|
|
2019
Q4 | $3.38M | Sell |
20,776
-11,039
| -35% | -$1.73M | 0.1% | 136 |
|
|
2019
Q3 | $4.72M | Buy |
31,815
+10,972
| +53% | +$1.67M | 0.16% | 109 |
|
|
2019
Q2 | $3.16M | Buy |
20,843
+5,411
| +35% | +$848K | 0.1% | 137 |
|
|
2019
Q1 | $2.44M | Buy |
15,432
+510
| +3% | +$79K | 0.09% | 145 |
|
|
2018
Q4 | $2.04M | Buy |
14,922
+56
| +0.4% | +$7.7K | 0.08% | 152 |
|
|
2018
Q3 | $2.36M | Sell |
14,866
-284
| -2% | -$42.1K | 0.08% | 160 |
|
|
2018
Q2 | $2.07M | Buy |
15,150
+4,704
| +45% | +$600K | 0.07% | 167 |
|
|
2018
Q1 | $1.22M | Buy |
10,446
+14
| +0.1% | +$1.61K | 0.05% | 203 |
|
|
2017
Q4 | $1.07M | Hold |
10,432
| – | – | 0.04% | 213 |
|
|
2017
Q3 | $975K | Buy |
10,432
+5,060
| +94% | +$465K | 0.04% | 215 |
|
|
2017
Q2 | $465K | Buy |
+5,372
| New | +$468K | 0.02% | 266 |
|
Other funds holding CRM
VCM
VPM
Bradley Foster & Sargent's CRM Position: Q1 2026 in Review
Bradley Foster & Sargent reduced its Salesforce (CRM) stake by 58% in Q1 2026, selling an estimated $4.76M and leaving 16,592 shares worth $3.1M. The position accounts for 0.05% of the portfolio, ranked #184.
Bradley Foster & Sargent first reported a position in CRM in Q2 2017 and has held it in 35 quarters since. The position peaked at $22.1M in Q3 2021. 2,670 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Bradley Foster & Sargent held 16,592 shares of Salesforce worth $3.1M as of Q1 2026.
- Bradley Foster & Sargent sold 22,986 Salesforce shares in Q1 2026, an estimated $4.76M.
- Salesforce made up 0.05% of Bradley Foster & Sargent's portfolio in Q1 2026, its #184 holding.
- Bradley Foster & Sargent first reported a position in Salesforce in Q2 2017 and has held it in 35 quarters since.
- Bradley Foster & Sargent's Salesforce position peaked at $22.1M in Q3 2021.
- 2,670 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.