Brinker Capital Investments’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 | $14M | Sell |
75,001
-426
| -0.6% | -$88.3K | 0.12% | 156 |
|
|
2025
Q4 | $20M | Sell |
75,427
-3,995
| -5% | -$993K | 0.15% | 121 |
|
|
2025
Q3 | $18.8M | Sell |
79,422
-8,394
| -10% | -$2.12M | 0.15% | 122 |
|
|
2025
Q2 | $23.9M | Buy |
87,816
+9,834
| +13% | +$2.63M | 0.2% | 92 |
|
|
2025
Q1 | $20.9M | Buy |
77,982
+17,269
| +28% | +$5.37M | 0.21% | 93 |
|
|
2024
Q4 | $20.3M | Sell |
60,713
-9,428
| -13% | -$3.01M | 0.2% | 93 |
|
|
2024
Q3 | $19.2M | Sell |
70,141
-29,922
| -30% | -$7.66M | 0.19% | 105 |
|
|
2024
Q2 | $25.7M | Buy |
100,063
+2,266
| +2% | +$606K | 0.27% | 65 |
|
|
2024
Q1 | $29.5M | Sell |
97,797
-123
| -0.1% | -$35.5K | 0.32% | 53 |
|
|
2023
Q4 | $25.5M | Sell |
97,920
-2,615
| -3% | -$592K | 0.3% | 62 |
|
|
2023
Q3 | $20.4M | Sell |
100,535
-3,068
| -3% | -$663K | 0.25% | 84 |
|
|
2023
Q2 | $21.9M | Sell |
103,603
-16,096
| -13% | -$3.29M | 0.23% | 80 |
|
|
2023
Q1 | $23.9M | Buy |
119,699
+7,114
| +6% | +$1.2M | 0.3% | 65 |
|
|
2022
Q4 | $14.9M | Sell |
112,585
-10,672
| -9% | -$1.56M | 0.3% | 76 |
|
|
2022
Q3 | $17.7M | Buy |
123,257
+21,338
| +21% | +$3.62M | 0.37% | 54 |
|
|
2022
Q2 | $16.8M | Buy |
101,919
+7,379
| +8% | +$1.3M | 0.32% | 66 |
|
|
2022
Q1 | $20.1M | Sell |
94,540
-14,667
| -13% | -$3.16M | 0.31% | 64 |
|
|
2021
Q4 | $27.8M | Sell |
109,207
-16,444
| -13% | -$4.62M | 0.4% | 45 |
|
|
2021
Q3 | $30.7M | Buy |
125,651
+1,422
| +1% | +$361K | 0.49% | 40 |
|
|
2021
Q2 | $30.3M | Buy |
124,229
+15,759
| +15% | +$3.63M | 0.4% | 50 |
|
|
2021
Q1 | $23M | Buy |
108,470
+57,262
| +112% | +$12.7M | 0.35% | 71 |
|
|
2020
Q4 | $11.4M | Sell |
51,208
-25,223
| -33% | -$6.13M | 0.18% | 127 |
|
|
2020
Q3 | $19.2M | Buy |
+76,431
| New | +$16.7M | 0.33% | 64 |
|
|
2020
Q1 | – | Sell |
-47
| Closed | -$8K | – | 389 |
|
|
2019
Q4 | $8K | Hold |
47
| – | – | ﹤0.01% | 588 |
|
|
2019
Q3 | $7K | Sell |
47
-578
| -92% | -$87.8K | ﹤0.01% | 601 |
|
|
2019
Q2 | $95K | Buy |
625
+251
| +67% | +$39.3K | ﹤0.01% | 490 |
|
|
2019
Q1 | $59K | Buy |
374
+327
| +696% | +$50.7K | ﹤0.01% | 440 |
|
|
2018
Q4 | $6K | Hold |
47
| – | – | ﹤0.01% | 535 |
|
|
2018
Q3 | $7K | Buy |
+47
| New | +$6.97K | ﹤0.01% | 499 |
|
|
2016
Q1 | – | Sell |
-5,305
| Closed | -$416K | – | 455 |
|
|
2015
Q4 | $416K | Buy |
5,305
+585
| +12% | +$45.7K | 0.02% | 242 |
|
|
2015
Q3 | $328K | Buy |
+4,720
| New | +$335K | 0.01% | 251 |
|
Other funds holding CRM
VCM
VPM
Brinker Capital Investments's CRM Position: Q1 2026 in Review
Brinker Capital Investments reduced its Salesforce (CRM) stake by 0.56% in Q1 2026, selling an estimated $88.3K and leaving 75,001 shares worth $14M. The position accounts for 0.12% of the portfolio, ranked #156.
Brinker Capital Investments first reported a position in CRM in Q3 2015 and has held it in 31 quarters since. The position peaked at $30.7M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Brinker Capital Investments held 75,001 shares of Salesforce worth $14M as of Q1 2026.
- Brinker Capital Investments sold 426 Salesforce shares in Q1 2026, an estimated $88.3K.
- Salesforce made up 0.12% of Brinker Capital Investments's portfolio in Q1 2026, its #156 holding.
- Brinker Capital Investments first reported a position in Salesforce in Q3 2015 and has held it in 31 quarters since.
- Brinker Capital Investments's Salesforce position peaked at $30.7M in Q3 2021.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.