Capital Analysts LLC’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 | $879K | Sell |
5,611
-81
| -1% | -$14.2K | 0.02% | 391 |
|
|
2026
Q1 | $1.06M | Sell |
5,692
-14,180
| -71% | -$2.94M | 0.03% | 329 |
|
|
2025
Q4 | $5.26M | Buy |
19,872
+673
| +4% | +$167K | 0.15% | 124 |
|
|
2025
Q3 | $4.55M | Buy |
19,199
+535
| +3% | +$135K | 0.13% | 138 |
|
|
2025
Q2 | $5.09M | Buy |
18,664
+51
| +0.3% | +$13.6K | 0.17% | 110 |
|
|
2025
Q1 | $5M | Buy |
18,613
+986
| +6% | +$307K | 0.19% | 101 |
|
|
2024
Q4 | $5.89M | Buy |
17,627
+230
| +1% | +$73.4K | 0.24% | 85 |
|
|
2024
Q3 | $4.76M | Buy |
17,397
+1,735
| +11% | +$444K | 0.19% | 98 |
|
|
2024
Q2 | $4.03M | Buy |
15,662
+1,530
| +11% | +$409K | 0.18% | 100 |
|
|
2024
Q1 | $4.26M | Buy |
14,132
+131
| +0.9% | +$37.8K | 0.2% | 95 |
|
|
2023
Q4 | $3.68M | Buy |
14,001
+1,026
| +8% | +$232K | 0.19% | 101 |
|
|
2023
Q3 | $2.63M | Buy |
12,975
+641
| +5% | +$138K | 0.15% | 119 |
|
|
2023
Q2 | $2.61M | Sell |
12,334
-358
| -3% | -$73.1K | 0.14% | 120 |
|
|
2023
Q1 | $2.54M | Sell |
12,692
-815
| -6% | -$138K | 0.15% | 129 |
|
|
2022
Q4 | $1.79M | Buy |
13,507
+1,793
| +15% | +$262K | 0.11% | 168 |
|
|
2022
Q3 | $1.69M | Buy |
11,714
+86
| +0.7% | +$14.6K | 0.12% | 159 |
|
|
2022
Q2 | $1.92M | Sell |
11,628
-4,596
| -28% | -$812K | 0.13% | 152 |
|
|
2022
Q1 | $3.44M | Buy |
16,224
+309
| +2% | +$66.5K | 0.22% | 100 |
|
|
2021
Q4 | $4.04M | Buy |
15,915
+1,706
| +12% | +$479K | 0.25% | 85 |
|
|
2021
Q3 | $3.85M | Buy |
14,209
+551
| +4% | +$140K | 0.25% | 81 |
|
|
2021
Q2 | $3.34M | Buy |
13,658
+371
| +3% | +$85.5K | 0.22% | 93 |
|
|
2021
Q1 | $2.81M | Buy |
13,287
+4,317
| +48% | +$961K | 0.19% | 101 |
|
|
2020
Q4 | $2M | Sell |
8,970
-1,447
| -14% | -$352K | 0.18% | 99 |
|
|
2020
Q3 | $2.62M | Buy |
10,417
+2,005
| +24% | +$439K | 0.25% | 84 |
|
|
2020
Q2 | $1.58M | Sell |
8,412
-496
| -6% | -$83.6K | 0.17% | 112 |
|
|
2020
Q1 | $1.28M | Sell |
8,908
-107
| -1% | -$18.3K | 0.16% | 117 |
|
|
2019
Q4 | $1.47M | Buy |
9,015
+405
| +5% | +$63.5K | 0.14% | 138 |
|
|
2019
Q3 | $1.28M | Buy |
8,610
+129
| +2% | +$19.6K | 0.14% | 143 |
|
|
2019
Q2 | $1.29M | Sell |
8,481
-1,029
| -11% | -$161K | 0.14% | 138 |
|
|
2019
Q1 | $1.51M | Buy |
9,510
+137
| +1% | +$21.2K | 0.17% | 104 |
|
|
2018
Q4 | $1.28M | Buy |
9,373
+8,000
| +583% | +$1.1M | 0.17% | 103 |
|
|
2018
Q3 | $218K | Sell |
1,373
-173
| -11% | -$25.7K | 0.02% | 188 |
|
|
2018
Q2 | $211K | Hold |
1,546
| – | – | 0.03% | 193 |
|
|
2018
Q1 | $180K | Buy |
1,546
+250
| +19% | +$28.7K | 0.02% | 195 |
|
|
2017
Q4 | $132K | Hold |
1,296
| – | – | 0.02% | 211 |
|
|
2017
Q3 | $121K | Buy |
1,296
+30
| +2% | +$2.76K | 0.02% | 220 |
|
|
2017
Q2 | $110K | Buy |
1,266
+156
| +14% | +$13.6K | 0.02% | 228 |
|
|
2017
Q1 | $91.6K | Buy |
1,110
+162
| +17% | +$12.9K | 0.01% | 217 |
|
|
2016
Q4 | $65K | Buy |
+948
| New | +$68.8K | 0.01% | 255 |
|
Other funds holding CRM
Capital Analysts LLC's CRM Position: Q2 2026 in Review
Capital Analysts LLC reduced its Salesforce (CRM) stake by 1.4% in Q2 2026, selling an estimated $14.2K and leaving 5,611 shares worth $879K. The position accounts for 0.02% of the portfolio, ranked #391.
Capital Analysts LLC first reported a position in CRM in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.89M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Capital Analysts LLC held 5,611 shares of Salesforce worth $879K as of Q2 2026.
- Capital Analysts LLC sold 81 Salesforce shares in Q2 2026, an estimated $14.2K.
- Salesforce made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #391 holding.
- Capital Analysts LLC first reported a position in Salesforce in Q4 2016 and has held it in 39 quarters since.
- Capital Analysts LLC's Salesforce position peaked at $5.89M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.