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Brookstone Capital Management’s Salesforce CRM Stock Holding History

Brookstone Capital Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.1M Sell
89,962
-12,446
-12% -$2.19M 0.14% 171
2026
Q1 		$19.1M Buy
102,408
+2,388
+2% +$495K 0.22% 118
2025
Q4 		$26.5M Buy
100,020
+17,034
+21% +$4.23M 0.3% 83
2025
Q3 		$19.7M Buy
82,986
+33,060
+66% +$8.34M 0.23% 106
2025
Q2 		$13.6M Buy
49,926
+4,195
+9% +$1.12M 0.18% 139
2025
Q1 		$12.3M Sell
45,731
-11,436
-20% -$3.56M 0.18% 142
2024
Q4 		$19.1M Buy
57,167
+652
+1% +$208K 0.28% 92
2024
Q3 		$15.5M Buy
56,515
+4,642
+9% +$1.19M 0.23% 108
2024
Q2 		$13M Buy
51,873
+12,785
+33% +$3.42M 0.22% 110
2024
Q1 		$11.8M Buy
39,088
+622
+2% +$179K 0.21% 115
2023
Q4 		$10.1M Buy
38,466
+1,183
+3% +$268K 0.2% 132
2023
Q3 		$7.77M Sell
37,283
-3,720
-9% -$804K 0.17% 147
2023
Q2 		$8.59M Buy
41,003
+4,724
+13% +$964K 0.17% 141
2023
Q1 		$7.15M Buy
36,279
+10,621
+41% +$1.79M 0.14% 156
2022
Q4 		$3.61M Buy
25,658
+3,483
+16% +$508K 0.07% 213
2022
Q3 		$3.15M Buy
22,175
+2,301
+12% +$390K 0.07% 217
2022
Q2 		$3.49M Sell
19,874
-1,291
-6% -$228K 0.08% 212
2022
Q1 		$4.14M Buy
21,165
+59
+0.3% +$12.7K 0.08% 213
2021
Q4 		$4.82M Buy
21,106
+4,229
+25% +$1.19M 0.08% 183
2021
Q3 		$4.8M Buy
16,877
+2,330
+16% +$592K 0.09% 187
2021
Q2 		$3.55M Buy
14,547
+12,970
+822% +$2.99M 0.06% 208
2021
Q1 		$334K Sell
1,577
-2,813
-64% -$626K 0.01% 387
2020
Q4 		$977K Buy
4,390
+395
+10% +$96.1K 0.04% 233
2020
Q3 		$1M Buy
3,995
+2,096
+110% +$459K 0.05% 207
2020
Q2 		$356K Buy
+1,899
New +$320K 0.02% 270
2019
Q3 		– Sell
-1,408
Closed -$214K – 453
2019
Q2 		$214K Buy
+1,408
New +$221K 0.01% 406
2015
Q4 		– Sell
-116
Closed -$8K – 296
2015
Q3 		$8K Hold
116
– – ﹤0.01% 1234
2015
Q2 		$8K Buy
+116
New +$8.26K ﹤0.01% 1330

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Brookstone Capital Management's CRM Position: Q2 2026 in Review

Brookstone Capital Management reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $2.19M and leaving 89,962 shares worth $14.1M. The position accounts for 0.14% of the portfolio, ranked #171.

Brookstone Capital Management first reported a position in CRM in Q2 2015 and has held it in 28 quarters since. The position peaked at $26.5M in Q4 2025. 582 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Brookstone Capital Management held 89,962 shares of Salesforce worth $14.1M as of Q2 2026.
  • Brookstone Capital Management sold 12,446 Salesforce shares in Q2 2026, an estimated $2.19M.
  • Salesforce made up 0.14% of Brookstone Capital Management's portfolio in Q2 2026, its #171 holding.
  • Brookstone Capital Management first reported a position in Salesforce in Q2 2015 and has held it in 28 quarters since.
  • Brookstone Capital Management's Salesforce position peaked at $26.5M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.