Bridges Investment Management’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 | $634K | Buy |
4,047
+12
| +0.3% | +$2.11K | 0.01% | 292 |
|
|
2026
Q1 | $753K | Sell |
4,035
-49
| -1% | -$10.2K | 0.01% | 266 |
|
|
2025
Q4 | $1.08M | Buy |
4,084
+162
| +4% | +$40.3K | 0.01% | 227 |
|
|
2025
Q3 | $930K | Sell |
3,922
-123
| -3% | -$31K | 0.01% | 250 |
|
|
2025
Q2 | $1.1M | Buy |
4,045
+90
| +2% | +$24.1K | 0.01% | 233 |
|
|
2025
Q1 | $1.06M | Sell |
3,955
-37
| -0.9% | -$11.5K | 0.02% | 229 |
|
|
2024
Q4 | $1.33M | Sell |
3,992
-52
| -1% | -$16.6K | 0.02% | 178 |
|
|
2024
Q3 | $1.11M | Sell |
4,044
-670
| -14% | -$172K | 0.02% | 192 |
|
|
2024
Q2 | $1.21M | Buy |
4,714
+3,418
| +264% | +$915K | 0.02% | 175 |
|
|
2024
Q1 | $390K | Sell |
1,296
-1,742
| -57% | -$503K | 0.01% | 172 |
|
|
2023
Q4 | $799K | Sell |
3,038
-136
| -4% | -$30.8K | 0.03% | 146 |
|
|
2023
Q3 | $644K | Sell |
3,174
-1,295
| -29% | -$280K | 0.02% | 153 |
|
|
2023
Q2 | $944K | Sell |
4,469
-3,859
| -46% | -$788K | 0.03% | 138 |
|
|
2023
Q1 | $1.66M | Sell |
8,328
-59,709
| -88% | -$10.1M | 0.06% | 122 |
|
|
2022
Q4 | $9.02M | Sell |
68,037
-17,494
| -20% | -$2.55M | 0.33% | 60 |
|
|
2022
Q3 | $12.3M | Sell |
85,531
-847
| -1% | -$144K | 0.47% | 54 |
|
|
2022
Q2 | $14.3M | Buy |
86,378
+1,511
| +2% | +$267K | 0.52% | 53 |
|
|
2022
Q1 | $18M | Buy |
84,867
+2,196
| +3% | +$473K | 0.56% | 47 |
|
|
2021
Q4 | $21M | Sell |
82,671
-540
| -0.6% | -$152K | 0.61% | 45 |
|
|
2021
Q3 | $22.6M | Sell |
83,211
-2,275
| -3% | -$578K | 0.71% | 40 |
|
|
2021
Q2 | $20.9M | Sell |
85,486
-2,440
| -3% | -$562K | 0.62% | 44 |
|
|
2021
Q1 | $18.6M | Buy |
87,926
+5,541
| +7% | +$1.23M | 0.54% | 50 |
|
|
2020
Q4 | $18.3M | Buy |
82,385
+5,343
| +7% | +$1.3M | 0.56% | 48 |
|
|
2020
Q3 | $19.4M | Buy |
77,042
+3,574
| +5% | +$782K | 0.66% | 41 |
|
|
2020
Q2 | $13.8M | Sell |
73,468
-967
| -1% | -$163K | 0.5% | 52 |
|
|
2020
Q1 | $10.7M | Buy |
74,435
+35,541
| +91% | +$6.09M | 0.48% | 52 |
|
|
2019
Q4 | $6.33M | Buy |
38,894
+13,169
| +51% | +$2.06M | 0.23% | 82 |
|
|
2019
Q3 | $3.82M | Buy |
25,725
+22,825
| +787% | +$3.47M | 0.15% | 98 |
|
|
2019
Q2 | $440K | Buy |
2,900
+150
| +5% | +$23.5K | 0.02% | 308 |
|
|
2019
Q1 | $436K | Buy |
+2,750
| New | +$426K | 0.02% | 276 |
|
|
2018
Q4 | – | Sell |
-1,550
| Closed | -$247K | – | 344 |
|
|
2018
Q3 | $247K | Buy |
+1,550
| New | +$230K | 0.01% | 250 |
|
Other funds holding CRM
Bridges Investment Management's CRM Position: Q2 2026 in Review
Bridges Investment Management increased its Salesforce (CRM) stake by 0.3% in Q2 2026, buying an estimated $2.11K and bringing the position to 4,047 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #292.
Bridges Investment Management first reported a position in CRM in Q3 2018 and has held it in 31 quarters since. The position peaked at $22.6M in Q3 2021. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Bridges Investment Management held 4,047 shares of Salesforce worth $634K as of Q2 2026.
- Bridges Investment Management bought 12 Salesforce shares in Q2 2026, an estimated $2.11K.
- Salesforce made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #292 holding.
- Bridges Investment Management first reported a position in Salesforce in Q3 2018 and has held it in 31 quarters since.
- Bridges Investment Management's Salesforce position peaked at $22.6M in Q3 2021.
- 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.