Citizens Financial Group’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 | $4.1M | Sell |
21,954
-3,439
| -14% | -$713K | 0.06% | 201 |
|
|
2025
Q4 | $6.73M | Sell |
25,393
-32,382
| -56% | -$8.05M | 0.09% | 162 |
|
|
2025
Q3 | $13.7M | Sell |
57,775
-27,864
| -33% | -$7.03M | 0.19% | 98 |
|
|
2025
Q2 | $23.4M | Buy |
85,639
+1,380
| +2% | +$369K | 0.38% | 54 |
|
|
2025
Q1 | $22.6M | Buy |
84,259
+395
| +0.5% | +$123K | 0.45% | 50 |
|
|
2024
Q4 | $28M | Buy |
83,864
+2,168
| +3% | +$692K | 0.55% | 35 |
|
|
2024
Q3 | $22.4M | Buy |
81,696
+694
| +0.9% | +$178K | 0.45% | 47 |
|
|
2024
Q2 | $20.8M | Buy |
81,002
+59,032
| +269% | +$15.8M | 0.46% | 43 |
|
|
2024
Q1 | $6.62M | Buy |
21,970
+17,457
| +387% | +$5.04M | 0.22% | 86 |
|
|
2023
Q4 | $1.19M | Buy |
4,513
+1,524
| +51% | +$345K | 0.04% | 204 |
|
|
2023
Q3 | $606K | Buy |
2,989
+445
| +17% | +$96.1K | 0.02% | 220 |
|
|
2023
Q2 | $537K | Sell |
2,544
-1,882
| -43% | -$384K | 0.02% | 259 |
|
|
2023
Q1 | $884K | Buy |
4,426
+704
| +19% | +$119K | 0.03% | 229 |
|
|
2022
Q4 | $494K | Sell |
3,722
-1,015
| -21% | -$148K | 0.02% | 266 |
|
|
2022
Q3 | $681K | Sell |
4,737
-872
| -16% | -$148K | 0.03% | 229 |
|
|
2022
Q2 | $926K | Buy |
5,609
+2,280
| +68% | +$403K | 0.04% | 207 |
|
|
2022
Q1 | $707K | Buy |
3,329
+662
| +25% | +$142K | 0.02% | 250 |
|
|
2021
Q4 | $678K | Sell |
2,667
-322
| -11% | -$90.5K | 0.02% | 253 |
|
|
2021
Q3 | $811K | Buy |
2,989
+614
| +26% | +$156K | 0.03% | 231 |
|
|
2021
Q2 | $580K | Sell |
2,375
-200
| -8% | -$46.1K | 0.03% | 222 |
|
|
2021
Q1 | $546K | Buy |
2,575
+408
| +19% | +$90.8K | 0.03% | 200 |
|
|
2020
Q4 | $482K | Buy |
2,167
+1,058
| +95% | +$257K | 0.03% | 198 |
|
|
2020
Q3 | $275K | Sell |
1,109
-1,442
| -57% | -$316K | 0.02% | 216 |
|
|
2020
Q2 | $478K | Sell |
2,551
-420
| -14% | -$70.8K | 0.03% | 194 |
|
|
2020
Q1 | $427K | Buy |
2,971
+478
| +19% | +$82K | 0.03% | 196 |
|
|
2019
Q4 | $406K | Buy |
2,493
+2,114
| +558% | +$331K | 0.03% | 194 |
|
|
2019
Q3 | $56K | Buy |
379
+68
| +22% | +$10.3K | ﹤0.01% | 351 |
|
|
2019
Q2 | $47K | Buy |
311
+140
| +82% | +$21.9K | ﹤0.01% | 364 |
|
|
2019
Q1 | $27K | Buy |
+171
| New | +$26.5K | ﹤0.01% | 413 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$32K | – | 532 |
|
|
2018
Q3 | $32K | Buy |
+200
| New | +$29.7K | ﹤0.01% | 356 |
|
|
2016
Q3 | – | Sell |
-135
| Closed | -$11K | – | 668 |
|
|
2016
Q2 | $11K | Sell |
135
-528
| -80% | -$41.4K | ﹤0.01% | 458 |
|
|
2016
Q1 | $49K | Buy |
+663
| New | +$45.7K | ﹤0.01% | 365 |
|
Other funds holding CRM
VCM
VPM
Citizens Financial Group's CRM Position: Q1 2026 in Review
Citizens Financial Group reduced its Salesforce (CRM) stake by 14% in Q1 2026, selling an estimated $713K and leaving 21,954 shares worth $4.1M. The position accounts for 0.06% of the portfolio, ranked #201.
Citizens Financial Group first reported a position in CRM in Q1 2016 and has held it in 32 quarters since. The position peaked at $28M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Citizens Financial Group held 21,954 shares of Salesforce worth $4.1M as of Q1 2026.
- Citizens Financial Group sold 3,439 Salesforce shares in Q1 2026, an estimated $713K.
- Salesforce made up 0.06% of Citizens Financial Group's portfolio in Q1 2026, its #201 holding.
- Citizens Financial Group first reported a position in Salesforce in Q1 2016 and has held it in 32 quarters since.
- Citizens Financial Group's Salesforce position peaked at $28M in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.