Clean Yield 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
Q3 | $8.62M | Buy |
37,564
+321
| +0.9% | +$66.2K | 2.09% | 7 |
|
|
2026
Q2 | $5.83M | Buy |
37,243
+6,451
| +21% | +$1.13M | 1.45% | 15 |
|
|
2026
Q1 | $5.75M | Buy |
30,792
+5,510
| +22% | +$1.14M | 1.62% | 14 |
|
|
2025
Q4 | $6.7M | Buy |
25,282
+80
| +0.3% | +$19.9K | 1.86% | 11 |
|
|
2025
Q3 | $5.97M | Buy |
25,202
+1,911
| +8% | +$482K | 1.69% | 16 |
|
|
2025
Q2 | $6.35M | Sell |
23,291
-314
| -1% | -$83.9K | 1.9% | 11 |
|
|
2025
Q1 | $6.33M | Buy |
23,605
+404
| +2% | +$126K | 2.06% | 10 |
|
|
2024
Q4 | $7.76M | Sell |
23,201
-62
| -0.3% | -$19.8K | 2.47% | 7 |
|
|
2024
Q3 | $6.37M | Buy |
23,263
+3,149
| +16% | +$807K | 2.02% | 11 |
|
|
2024
Q2 | $5.17M | Buy |
20,114
+19,653
| +4,263% | +$5.26M | 1.93% | 14 |
|
|
2024
Q1 | $139K | Hold |
461
| – | – | 0.05% | 150 |
|
|
2023
Q4 | $121K | Hold |
461
| – | – | 0.05% | 161 |
|
|
2023
Q3 | $95.4K | Hold |
461
| – | – | 0.04% | 171 |
|
|
2023
Q2 | $97.4K | Hold |
461
| – | – | 0.04% | 177 |
|
|
2023
Q1 | $92.1K | Hold |
461
| – | – | 0.04% | 181 |
|
|
2022
Q4 | $61.1K | Buy |
461
+5
| +1% | +$730 | 0.03% | 215 |
|
|
2022
Q3 | $66K | Hold |
456
| – | – | 0.03% | 205 |
|
|
2022
Q2 | $75K | Buy |
456
+61
| +15% | +$10.8K | 0.03% | 204 |
|
|
2022
Q1 | $84K | Sell |
395
-20
| -5% | -$4.3K | 0.03% | 212 |
|
|
2021
Q4 | $105K | Buy |
415
+10
| +2% | +$2.81K | 0.03% | 208 |
|
|
2021
Q3 | $110K | Hold |
405
| – | – | 0.04% | 201 |
|
|
2021
Q2 | $99K | Buy |
+405
| New | +$93.3K | 0.03% | 204 |
|
|
2021
Q1 | – | Sell |
-281
| Closed | -$63K | – | 201 |
|
|
2020
Q4 | $63K | Hold |
281
| – | – | 0.02% | 232 |
|
|
2020
Q3 | $71K | Hold |
281
| – | – | 0.03% | 193 |
|
|
2020
Q2 | $53K | Sell |
281
-180
| -39% | -$30.3K | 0.02% | 211 |
|
|
2020
Q1 | $66K | Buy |
+461
| New | +$79K | 0.03% | 177 |
|
|
2019
Q1 | – | Sell |
-175
| Closed | -$24K | – | 319 |
|
|
2018
Q4 | $24K | Buy |
+175
| New | +$24.1K | 0.01% | 223 |
|
|
2016
Q4 | – | Sell |
-283
| Closed | -$20K | – | 165 |
|
|
2016
Q3 | $20K | Buy |
+283
| New | +$22.1K | 0.01% | 258 |
|
|
2015
Q2 | – | Sell |
-470
| Closed | -$31K | – | 155 |
|
|
2015
Q1 | $31K | Buy |
+470
| New | +$29.2K | 0.01% | 212 |
|
Other funds holding CRM
Clean Yield Group's CRM Position: Q3 2026 in Review
Clean Yield Group increased its Salesforce (CRM) stake by 0.86% in Q3 2026, buying an estimated $66.2K and bringing the position to 37,564 shares worth $8.62M. The position accounts for 2.09% of the portfolio, ranked #7.
Clean Yield Group first reported a position in CRM in Q1 2015 and has held it in 29 quarters since. 1,109 funds tracked by Wall St. Rank hold CRM as of Q3 2026.
- Clean Yield Group held 37,564 shares of Salesforce worth $8.62M as of Q3 2026.
- Clean Yield Group bought 321 Salesforce shares in Q3 2026, an estimated $66.2K.
- Salesforce made up 2.09% of Clean Yield Group's portfolio in Q3 2026, its #7 holding.
- Clean Yield Group first reported a position in Salesforce in Q1 2015 and has held it in 29 quarters since.
- 1,109 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.
Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.