Bray Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.21M | Sell |
15,596
-2,500
| -14% | -$798K | 1.41% | 18 |
|
|
2024
Q3 | $4.95M | Sell |
18,096
-345
| -2% | -$88.4K | 1.21% | 22 |
|
|
2024
Q2 | $4.74M | Sell |
18,441
-160
| -0.9% | -$42.8K | 1.19% | 22 |
|
|
2024
Q1 | $5.6M | Sell |
18,601
-35
| -0.2% | -$10.1K | 1.42% | 18 |
|
|
2023
Q4 | $4.9M | Hold |
18,636
| – | – | 1.36% | 19 |
|
|
2023
Q3 | $3.78M | Sell |
18,636
-480
| -3% | -$104K | 1.15% | 27 |
|
|
2023
Q2 | $4.04M | Sell |
19,116
-140
| -0.7% | -$28.6K | 1.21% | 23 |
|
|
2023
Q1 | $3.85M | Sell |
19,256
-54
| -0.3% | -$9.12K | 1.12% | 29 |
|
|
2022
Q4 | $2.56M | Sell |
19,310
-1,203
| -6% | -$176K | 0.79% | 39 |
|
|
2022
Q3 | $2.95M | Buy |
20,513
+83
| +0.4% | +$14.1K | 0.92% | 34 |
|
|
2022
Q2 | $3.37M | Buy |
20,430
+125
| +0.6% | +$22.1K | 1.01% | 31 |
|
|
2022
Q1 | $4.31M | Buy |
20,305
+19
| +0.1% | +$4.09K | 1.11% | 25 |
|
|
2021
Q4 | $5.16M | Buy |
20,286
+65
| +0.3% | +$18.3K | 1.26% | 24 |
|
|
2021
Q3 | $5.48M | Sell |
20,221
-32
| -0.2% | -$8.13K | 1.41% | 19 |
|
|
2021
Q2 | $4.95M | Sell |
20,253
-20
| -0.1% | -$4.61K | 1.27% | 20 |
|
|
2021
Q1 | $4.29M | Buy |
20,273
+826
| +4% | +$184K | 1.18% | 23 |
|
|
2020
Q4 | $4.33M | Sell |
19,447
-1,515
| -7% | -$368K | 1.26% | 19 |
|
|
2020
Q3 | $5.27M | Sell |
20,962
-753
| -3% | -$165K | 1.85% | 12 |
|
|
2020
Q2 | $4.07M | Sell |
21,715
-485
| -2% | -$81.7K | 1.57% | 16 |
|
|
2020
Q1 | $3.2M | Sell |
22,200
-1,276
| -5% | -$219K | 1.46% | 18 |
|
|
2019
Q4 | $3.82M | Buy |
23,476
+56
| +0.2% | +$8.78K | 1.36% | 21 |
|
|
2019
Q3 | $3.48M | Buy |
23,420
+65
| +0.3% | +$9.88K | 1.36% | 21 |
|
|
2019
Q2 | $3.54M | Buy |
23,355
+939
| +4% | +$147K | 1.36% | 22 |
|
|
2019
Q1 | $3.55M | Buy |
22,416
+85
| +0.4% | +$13.2K | 1.47% | 18 |
|
|
2018
Q4 | $3.06M | Buy |
22,331
+565
| +3% | +$77.7K | 1.53% | 19 |
|
|
2018
Q3 | $3.46M | Sell |
21,766
-748
| -3% | -$111K | 1.53% | 19 |
|
|
2018
Q2 | $3.07M | Sell |
22,514
-302
| -1% | -$38.5K | 1.43% | 20 |
|
|
2018
Q1 | $2.65M | Sell |
22,816
-390
| -2% | -$44.8K | 1.24% | 25 |
|
|
2017
Q4 | $2.37M | Buy |
23,206
+775
| +3% | +$79K | 1.14% | 33 |
|
|
2017
Q3 | $2.1M | Sell |
22,431
-165
| -0.7% | -$15.2K | 1.11% | 38 |
|
|
2017
Q2 | $1.96M | Sell |
22,596
-250
| -1% | -$21.8K | 1.07% | 40 |
|
|
2017
Q1 | $1.89M | Buy |
22,846
+1,537
| +7% | +$123K | 1.07% | 42 |
|
|
2016
Q4 | $1.46M | Sell |
21,309
-65
| -0.3% | -$4.72K | 0.87% | 43 |
|
|
2016
Q3 | $1.52M | Buy |
21,374
+3,736
| +21% | +$291K | 0.92% | 47 |
|
|
2016
Q2 | $1.4M | Buy |
17,638
+735
| +4% | +$57.7K | 0.87% | 48 |
|
|
2016
Q1 | $1.25M | Buy |
+16,903
| New | +$1.16M | 1.08% | 38 |
|
Other funds holding CRM
Bray Capital Advisors's CRM Position: Q4 2024 in Review
Bray Capital Advisors reduced its Salesforce (CRM) stake by 14% in Q4 2024, selling an estimated $798K and leaving 15,596 shares worth $5.21M. The position accounts for 1.41% of the portfolio, ranked #18.
Bray Capital Advisors first reported a position in CRM in Q1 2016 and has held it in 36 quarters since. The position peaked at $5.6M in Q1 2024. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.
- Bray Capital Advisors held 15,596 shares of Salesforce worth $5.21M as of Q4 2024.
- Bray Capital Advisors sold 2,500 Salesforce shares in Q4 2024, an estimated $798K.
- Salesforce made up 1.41% of Bray Capital Advisors's portfolio in Q4 2024, its #18 holding.
- Bray Capital Advisors first reported a position in Salesforce in Q1 2016 and has held it in 36 quarters since.
- Bray Capital Advisors's Salesforce position peaked at $5.6M in Q1 2024.
- 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.
Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.