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Cabot Wealth Management’s Salesforce CRM Stock Holding History

Cabot Wealth 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 		$353K Sell
2,255
-143
-6% -$25.1K 0.04% 115
2026
Q1 		$448K Hold
2,398
– – 0.05% 103
2025
Q4 		$635K Sell
2,398
-276
-10% -$68.6K 0.07% 100
2025
Q3 		$634K Sell
2,674
-8,429
-76% -$2.13M 0.07% 104
2025
Q2 		$3.03M Buy
11,103
+122
+1% +$32.6K 0.36% 68
2025
Q1 		$2.95M Buy
10,981
+108
+1% +$33.6K 0.38% 65
2024
Q4 		$3.64M Sell
10,873
-108
-1% -$34.5K 0.46% 61
2024
Q3 		$3.01M Sell
10,981
-5,949
-35% -$1.52M 0.38% 67
2024
Q2 		$4.35M Sell
16,930
-316
-2% -$84.6K 0.57% 52
2024
Q1 		$5.19M Sell
17,246
-218
-1% -$62.9K 0.68% 45
2023
Q4 		$4.6M Sell
17,464
-416
-2% -$94.1K 0.64% 45
2023
Q3 		$3.63M Sell
17,880
-337
-2% -$72.8K 0.56% 51
2023
Q2 		$3.85M Sell
18,217
-1
-0% -$204 0.57% 50
2023
Q1 		$3.64M Buy
18,218
+3,403
+23% +$575K 0.57% 47
2022
Q4 		$1.96M Sell
14,815
-659
-4% -$96.2K 0.33% 72
2022
Q3 		$2.23M Sell
15,474
-1,494
-9% -$253K 0.38% 67
2022
Q2 		$2.8M Buy
16,968
+272
+2% +$48.1K 0.44% 54
2022
Q1 		$3.54M Buy
16,696
+75
+0.5% +$16.1K 0.48% 59
2021
Q4 		$4.22M Buy
16,621
+295
+2% +$82.9K 0.54% 55
2021
Q3 		$4.43M Buy
16,326
+269
+2% +$68.3K 0.59% 49
2021
Q2 		$3.92M Sell
16,057
-171
-1% -$39.4K 0.52% 54
2021
Q1 		$3.44M Buy
16,228
+383
+2% +$85.3K 0.49% 55
2020
Q4 		$3.53M Sell
15,845
-76
-0.5% -$18.5K 0.54% 56
2020
Q3 		$4M Hold
15,921
– – 0.73% 52
2020
Q2 		$2.98M Sell
15,921
-841
-5% -$142K 0.59% 52
2020
Q1 		$2.41M Sell
16,762
-508
-3% -$87.1K 0.58% 56
2019
Q4 		$2.81M Sell
17,270
-5,852
-25% -$917K 0.54% 59
2019
Q3 		$3.43M Sell
23,122
-166
-0.7% -$25.2K 0.73% 51
2019
Q2 		$3.53M Sell
23,288
-1,774
-7% -$278K 0.75% 52
2019
Q1 		$3.97M Sell
25,062
-285
-1% -$44.2K 0.87% 40
2018
Q4 		$3.47M Sell
25,347
-361
-1% -$49.7K 0.85% 43
2018
Q3 		$4.09M Sell
25,708
-4
-0% -$594 0.88% 44
2018
Q2 		$3.51M Sell
25,712
-25
-0.1% -$3.19K 0.78% 50
2018
Q1 		$2.99M Sell
25,737
-358
-1% -$41.1K 0.67% 52
2017
Q4 		$2.67M Sell
26,095
-1,006
-4% -$103K 0.58% 59
2017
Q3 		$2.53M Sell
27,101
-413
-2% -$38K 0.57% 58
2017
Q2 		$2.38M Sell
27,514
-27,845
-50% -$2.42M 0.55% 61
2017
Q1 		$4.57M Sell
55,359
-1,266
-2% -$101K 1.12% 33
2016
Q4 		$3.88M Sell
56,625
-6,202
-10% -$450K 1.05% 34
2016
Q3 		$4.48M Buy
62,827
+24,112
+62% +$1.88M 1.15% 30
2016
Q2 		$3.07M Sell
38,715
-565
-1% -$44.3K 0.81% 47
2016
Q1 		$2.9M Sell
39,280
-21,590
-35% -$1.49M 0.81% 52
2015
Q4 		$4.77M Sell
60,870
-18,549
-23% -$1.45M 1.22% 27
2015
Q3 		$5.51M Sell
79,419
-1,571
-2% -$111K 1.52% 16
2015
Q2 		$5.64M Sell
80,990
-929
-1% -$66.1K 1.37% 20
2015
Q1 		$5.47M Buy
81,919
+1,101
+1% +$68.3K 1.33% 25
2014
Q4 		$4.79M Sell
80,818
-4,385
-5% -$259K 1.18% 31
2014
Q3 		$4.9M Buy
85,203
+73
+0.1% +$4.11K 1.25% 22
2014
Q2 		$4.94M Buy
85,130
+23,418
+38% +$1.26M 1.24% 27
2014
Q1 		$3.52M Sell
61,712
-23,177
-27% -$1.39M 0.93% 42
2013
Q4 		$4.68M Buy
84,889
+52
+0.1% +$2.78K 1.23% 20
2013
Q3 		$4.4M Sell
84,837
-1,742
-2% -$79.1K 1.32% 14
2013
Q2 		$3.31M Buy
+86,579
New +$3.57M 1.14% 17

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cabot Wealth Management's CRM Position: Q2 2026 in Review

Cabot Wealth Management reduced its Salesforce (CRM) stake by 6% in Q2 2026, selling an estimated $25.1K and leaving 2,255 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #115.

Cabot Wealth Management first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.64M in Q2 2015. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cabot Wealth Management held 2,255 shares of Salesforce worth $353K as of Q2 2026.
  • Cabot Wealth Management sold 143 Salesforce shares in Q2 2026, an estimated $25.1K.
  • Salesforce made up 0.04% of Cabot Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Cabot Wealth Management first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
  • Cabot Wealth Management's Salesforce position peaked at $5.64M in Q2 2015.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.