CAPTRUST Financial 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
Q1 | $61.2M | Buy |
327,636
+198,864
| +154% | +$41.2M | 0.11% | 168 |
|
|
2025
Q4 | $34.1M | Buy |
128,772
+19,614
| +18% | +$4.87M | 0.06% | 229 |
|
|
2025
Q3 | $25.9M | Sell |
109,158
-11,390
| -9% | -$2.87M | 0.05% | 272 |
|
|
2025
Q2 | $32.9M | Sell |
120,548
-182,853
| -60% | -$48.9M | 0.07% | 217 |
|
|
2025
Q1 | $81.4M | Buy |
303,401
+58,806
| +24% | +$18.3M | 0.2% | 100 |
|
|
2024
Q4 | $81.8M | Buy |
244,595
+192,526
| +370% | +$61.4M | 0.23% | 91 |
|
|
2024
Q3 | $14.3M | Buy |
52,069
+582
| +1% | +$149K | 0.04% | 303 |
|
|
2024
Q2 | $13.2M | Sell |
51,487
-556
| -1% | -$149K | 0.04% | 297 |
|
|
2024
Q1 | $15.7M | Sell |
52,043
-18,346
| -26% | -$5.29M | 0.06% | 259 |
|
|
2023
Q4 | $18.5M | Buy |
70,389
+7,214
| +11% | +$1.63M | 0.06% | 251 |
|
|
2023
Q3 | $12.8M | Buy |
63,175
+5,023
| +9% | +$1.09M | 0.05% | 290 |
|
|
2023
Q2 | $12.3M | Buy |
58,152
+5,730
| +11% | +$1.17M | 0.05% | 285 |
|
|
2023
Q1 | $10.5M | Buy |
52,422
+32
| +0.1% | +$5.41K | 0.05% | 287 |
|
|
2022
Q4 | $6.95M | Sell |
52,390
-794
| -1% | -$116K | 0.04% | 361 |
|
|
2022
Q3 | $7.65M | Buy |
53,184
+8,144
| +18% | +$1.38M | 0.04% | 310 |
|
|
2022
Q2 | $7.43M | Buy |
45,040
+9,682
| +27% | +$1.71M | 0.05% | 292 |
|
|
2022
Q1 | $7.51M | Buy |
35,358
+3,522
| +11% | +$758K | 0.05% | 279 |
|
|
2021
Q4 | $8.09M | Buy |
31,836
+4,658
| +17% | +$1.31M | 0.06% | 270 |
|
|
2021
Q3 | $7.37M | Buy |
27,178
+5,141
| +23% | +$1.31M | 0.06% | 258 |
|
|
2021
Q2 | $5.38M | Sell |
22,037
-781
| -3% | -$180K | 0.05% | 287 |
|
|
2021
Q1 | $4.83M | Buy |
22,818
+366
| +2% | +$81.5K | 0.05% | 277 |
|
|
2020
Q4 | $5M | Buy |
22,452
+567
| +3% | +$138K | 0.07% | 247 |
|
|
2020
Q3 | $5.55M | Sell |
21,885
-870
| -4% | -$190K | 0.09% | 206 |
|
|
2020
Q2 | $4.37M | Sell |
22,755
-135,231
| -86% | -$22.8M | 0.07% | 241 |
|
|
2020
Q1 | $21.2M | Sell |
157,986
-4,767
| -3% | -$817K | 0.47% | 54 |
|
|
2019
Q4 | $27.2M | Buy |
162,753
+153,360
| +1,633% | +$24M | 0.43% | 58 |
|
|
2019
Q3 | $1.39M | Buy |
9,393
+759
| +9% | +$115K | 0.05% | 266 |
|
|
2019
Q2 | $1.31M | Buy |
8,634
+462
| +6% | +$72.4K | 0.05% | 260 |
|
|
2019
Q1 | $1.29M | Buy |
8,172
+801
| +11% | +$124K | 0.05% | 241 |
|
|
2018
Q4 | $1.01M | Buy |
7,371
+659
| +10% | +$90.6K | 0.05% | 225 |
|
|
2018
Q3 | $1.07M | Buy |
6,712
+213
| +3% | +$31.6K | 0.05% | 217 |
|
|
2018
Q2 | $886K | Buy |
6,499
+1,559
| +32% | +$199K | 0.05% | 194 |
|
|
2018
Q1 | $570K | Buy |
4,940
+127
| +3% | +$14.6K | 0.04% | 218 |
|
|
2017
Q4 | $492K | Buy |
+4,813
| New | +$490K | 0.03% | 231 |
|
Other funds holding CRM
VCM
VPM
CAPTRUST Financial Advisors's CRM Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Salesforce (CRM) stake by 154% in Q1 2026, buying an estimated $41.2M and bringing the position to 327,636 shares worth $61.2M. The position accounts for 0.11% of the portfolio, ranked #168.
CAPTRUST Financial Advisors first reported a position in CRM in Q4 2017 and has held it in 34 quarters since. The position peaked at $81.8M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- CAPTRUST Financial Advisors held 327,636 shares of Salesforce worth $61.2M as of Q1 2026.
- CAPTRUST Financial Advisors bought 198,864 Salesforce shares in Q1 2026, an estimated $41.2M.
- Salesforce made up 0.11% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #168 holding.
- CAPTRUST Financial Advisors first reported a position in Salesforce in Q4 2017 and has held it in 34 quarters since.
- CAPTRUST Financial Advisors's Salesforce position peaked at $81.8M in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.