Cambridge Investment Research Advisors’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 | $24.1M | Sell |
153,922
-21,489
| -12% | -$3.78M | 0.05% | 363 |
|
|
2026
Q1 | $32.7M | Buy |
175,411
+1,162
| +0.7% | +$241K | 0.08% | 232 |
|
|
2025
Q4 | $46.2M | Buy |
174,249
+28,130
| +19% | +$6.99M | 0.12% | 157 |
|
|
2025
Q3 | $34.6M | Buy |
146,119
+420
| +0.3% | +$106K | 0.1% | 206 |
|
|
2025
Q2 | $39.7M | Buy |
145,699
+18,757
| +15% | +$5.01M | 0.12% | 159 |
|
|
2025
Q1 | $34.1M | Buy |
126,942
+2,860
| +2% | +$890K | 0.11% | 171 |
|
|
2024
Q4 | $41.5M | Sell |
124,082
-7,864
| -6% | -$2.51M | 0.14% | 136 |
|
|
2024
Q3 | $36.1M | Buy |
131,946
+268
| +0.2% | +$68.6K | 0.12% | 162 |
|
|
2024
Q2 | $33.9M | Sell |
131,678
-6,250
| -5% | -$1.67M | 0.13% | 152 |
|
|
2024
Q1 | $41.5M | Buy |
137,928
+4,086
| +3% | +$1.18M | 0.16% | 116 |
|
|
2023
Q4 | $35.2M | Buy |
133,842
+5,152
| +4% | +$1.17M | 0.15% | 133 |
|
|
2023
Q3 | $26.1M | Buy |
128,690
+1,066
| +0.8% | +$230K | 0.12% | 163 |
|
|
2023
Q2 | $27M | Buy |
127,624
+6,305
| +5% | +$1.29M | 0.12% | 165 |
|
|
2023
Q1 | $24.2M | Sell |
121,319
-17,928
| -13% | -$3.03M | 0.12% | 176 |
|
|
2022
Q4 | $18.5M | Sell |
139,247
-23,440
| -14% | -$3.42M | 0.1% | 207 |
|
|
2022
Q3 | $23.4M | Buy |
162,687
+5,085
| +3% | +$862K | 0.13% | 161 |
|
|
2022
Q2 | $26M | Sell |
157,602
-8,754
| -5% | -$1.55M | 0.14% | 149 |
|
|
2022
Q1 | $35.3M | Sell |
166,356
-11,670
| -7% | -$2.51M | 0.16% | 116 |
|
|
2021
Q4 | $45.2M | Buy |
178,026
+6,026
| +4% | +$1.69M | 0.2% | 90 |
|
|
2021
Q3 | $46.6M | Buy |
172,000
+12,873
| +8% | +$3.27M | 0.23% | 77 |
|
|
2021
Q2 | $38.9M | Buy |
159,127
+507
| +0.3% | +$117K | 0.19% | 97 |
|
|
2021
Q1 | $33.6M | Buy |
158,620
+14,925
| +10% | +$3.32M | 0.18% | 107 |
|
|
2020
Q4 | $32M | Buy |
143,695
+17,785
| +14% | +$4.33M | 0.19% | 104 |
|
|
2020
Q3 | $31.6M | Buy |
125,910
+15,644
| +14% | +$3.42M | 0.21% | 87 |
|
|
2020
Q2 | $20.7M | Buy |
110,266
+4,867
| +5% | +$820K | 0.16% | 140 |
|
|
2020
Q1 | $15.2M | Buy |
105,399
+8,629
| +9% | +$1.48M | 0.15% | 150 |
|
|
2019
Q4 | $15.7M | Sell |
96,770
-5,780
| -6% | -$906K | 0.12% | 176 |
|
|
2019
Q3 | $15.2M | Buy |
102,550
+10,167
| +11% | +$1.55M | 0.13% | 162 |
|
|
2019
Q2 | $14M | Buy |
92,383
+16,780
| +22% | +$2.63M | 0.13% | 167 |
|
|
2019
Q1 | $12M | Buy |
75,603
+10,590
| +16% | +$1.64M | 0.11% | 179 |
|
|
2018
Q4 | $8.9M | Buy |
65,013
+11,735
| +22% | +$1.61M | 0.1% | 201 |
|
|
2018
Q3 | $8.47M | Buy |
53,278
+20,062
| +60% | +$2.98M | 0.08% | 241 |
|
|
2018
Q2 | $4.53M | Buy |
33,216
+11,944
| +56% | +$1.52M | 0.05% | 370 |
|
|
2018
Q1 | $2.47M | Buy |
21,272
+4,372
| +26% | +$502K | 0.03% | 562 |
|
|
2017
Q4 | $1.73M | Buy |
16,900
+2,635
| +18% | +$269K | 0.02% | 640 |
|
|
2017
Q3 | $1.33M | Buy |
14,265
+1,725
| +14% | +$159K | 0.02% | 701 |
|
|
2017
Q2 | $1.09M | Buy |
12,540
+2,024
| +19% | +$176K | 0.02% | 768 |
|
|
2017
Q1 | $867K | Sell |
10,516
-11,186
| -52% | -$894K | 0.01% | 793 |
|
|
2016
Q4 | $1.49M | Buy |
21,702
+2,403
| +12% | +$174K | 0.03% | 526 |
|
|
2016
Q3 | $1.38M | Buy |
19,299
+2,276
| +13% | +$178K | 0.03% | 551 |
|
|
2016
Q2 | $1.35M | Sell |
17,023
-1,665
| -9% | -$131K | 0.03% | 484 |
|
|
2016
Q1 | $1.38M | Sell |
18,688
-652
| -3% | -$44.9K | 0.03% | 453 |
|
|
2015
Q4 | $1.52M | Buy |
19,340
+225
| +1% | +$17.6K | 0.04% | 426 |
|
|
2015
Q3 | $1.33M | Buy |
19,115
+3,658
| +24% | +$259K | 0.04% | 401 |
|
|
2015
Q2 | $1.08M | Buy |
15,457
+2,794
| +22% | +$199K | 0.03% | 480 |
|
|
2015
Q1 | $846K | Buy |
12,663
+1,988
| +19% | +$123K | 0.02% | 559 |
|
|
2014
Q4 | $633K | Buy |
10,675
+230
| +2% | +$13.6K | 0.02% | 657 |
|
|
2014
Q3 | $601K | Buy |
10,445
+1,721
| +20% | +$96.9K | 0.02% | 718 |
|
|
2014
Q2 | $507K | Buy |
8,724
+1,570
| +22% | +$84.8K | 0.02% | 749 |
|
|
2014
Q1 | $408K | Buy |
7,154
+387
| +6% | +$23.1K | 0.02% | 811 |
|
|
2013
Q4 | $373K | Buy |
6,767
+602
| +10% | +$32.2K | 0.02% | 782 |
|
|
2013
Q3 | $320K | Buy |
6,165
+361
| +6% | +$16.4K | 0.01% | 812 |
|
|
2013
Q2 | $222K | Buy |
+5,804
| New | +$240K | 0.01% | 893 |
|
Other funds holding CRM
Cambridge Investment Research Advisors's CRM Position: Q2 2026 in Review
Cambridge Investment Research Advisors reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $3.78M and leaving 153,922 shares worth $24.1M. The position accounts for 0.05% of the portfolio, ranked #363.
Cambridge Investment Research Advisors first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $46.6M in Q3 2021. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Cambridge Investment Research Advisors held 153,922 shares of Salesforce worth $24.1M as of Q2 2026.
- Cambridge Investment Research Advisors sold 21,489 Salesforce shares in Q2 2026, an estimated $3.78M.
- Salesforce made up 0.05% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #363 holding.
- Cambridge Investment Research Advisors first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
- Cambridge Investment Research Advisors's Salesforce position peaked at $46.6M in Q3 2021.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.