Capital Advisors Ltd’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 | $165K | Buy |
1,054
+335
| +47% | +$58.9K | 0.02% | 326 |
|
|
2026
Q1 | $134K | Sell |
719
-220
| -23% | -$45.6K | 0.02% | 340 |
|
|
2025
Q4 | $249K | Sell |
939
-79
| -8% | -$19.6K | 0.03% | 262 |
|
|
2025
Q3 | $241K | Buy |
1,018
+175
| +21% | +$44.1K | 0.03% | 262 |
|
|
2025
Q2 | $230K | Buy |
843
+69
| +9% | +$18.4K | 0.03% | 258 |
|
|
2025
Q1 | $208K | Sell |
774
-13
| -2% | -$4.04K | 0.03% | 264 |
|
|
2024
Q4 | $263K | Buy |
787
+31
| +4% | +$9.89K | 0.03% | 236 |
|
|
2024
Q3 | $207K | Buy |
756
+14
| +2% | +$3.59K | 0.03% | 263 |
|
|
2024
Q2 | $191K | Sell |
742
-11
| -1% | -$2.94K | 0.02% | 272 |
|
|
2024
Q1 | $227K | Buy |
753
+26
| +4% | +$7.5K | 0.03% | 254 |
|
|
2023
Q4 | $191K | Hold |
727
| – | – | 0.03% | 267 |
|
|
2023
Q3 | $147K | Hold |
727
| – | – | 0.02% | 290 |
|
|
2023
Q2 | $154K | Buy |
727
+540
| +289% | +$110K | 0.02% | 291 |
|
|
2023
Q1 | $37K | Sell |
187
-503
| -73% | -$85K | 0.01% | 402 |
|
|
2022
Q4 | $19K | Buy |
690
+465
| +207% | +$67.9K | ﹤0.01% | 469 |
|
|
2022
Q3 | $32K | Sell |
225
-20
| -8% | -$3.39K | 0.01% | 405 |
|
|
2022
Q2 | $40K | Buy |
245
+18
| +8% | +$3.18K | 0.01% | 375 |
|
|
2022
Q1 | $48K | Buy |
227
+16
| +8% | +$3.44K | 0.01% | 371 |
|
|
2021
Q4 | $54K | Buy |
211
+111
| +111% | +$31.2K | 0.01% | 349 |
|
|
2021
Q3 | $27K | Hold |
100
| – | – | ﹤0.01% | 364 |
|
|
2021
Q2 | $24K | Hold |
100
| – | – | ﹤0.01% | 354 |
|
|
2021
Q1 | $21K | Hold |
100
| – | – | ﹤0.01% | 349 |
|
|
2020
Q4 | $22K | Hold |
100
| – | – | ﹤0.01% | 337 |
|
|
2020
Q3 | $25K | Hold |
100
| – | – | 0.01% | 322 |
|
|
2020
Q2 | $19K | Hold |
100
| – | – | 0.01% | 331 |
|
|
2020
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 340 |
|
|
2019
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 319 |
|
|
2019
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 323 |
|
|
2019
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 357 |
|
|
2019
Q1 | $16K | Hold |
100
| – | – | ﹤0.01% | 344 |
|
|
2018
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 355 |
|
|
2018
Q3 | $16K | Hold |
100
| – | – | ﹤0.01% | 381 |
|
|
2018
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 311 |
|
|
2018
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 309 |
|
|
2017
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 326 |
|
|
2017
Q3 | $9K | Buy |
+100
| New | +$9.2K | ﹤0.01% | 333 |
|
Other funds holding CRM
Capital Advisors Ltd's CRM Position: Q2 2026 in Review
Capital Advisors Ltd increased its Salesforce (CRM) stake by 47% in Q2 2026, buying an estimated $58.9K and bringing the position to 1,054 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #326.
Capital Advisors Ltd first reported a position in CRM in Q3 2017 and has held it in 36 quarters since. The position peaked at $263K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Capital Advisors Ltd held 1,054 shares of Salesforce worth $165K as of Q2 2026.
- Capital Advisors Ltd bought 335 Salesforce shares in Q2 2026, an estimated $58.9K.
- Salesforce made up 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #326 holding.
- Capital Advisors Ltd first reported a position in Salesforce in Q3 2017 and has held it in 36 quarters since.
- Capital Advisors Ltd's Salesforce position peaked at $263K in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.