Clearstead Trust’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 | $417K | Sell |
2,233
-285
| -11% | -$59K | 0.07% | 125 |
|
|
2025
Q4 | $667K | Buy |
2,518
+66
| +3% | +$16.4K | 0.11% | 100 |
|
|
2025
Q3 | $581K | Sell |
2,452
-69
| -3% | -$17.4K | 0.1% | 100 |
|
|
2025
Q2 | $687K | Buy |
2,521
+46
| +2% | +$12.3K | 0.13% | 88 |
|
|
2025
Q1 | $664K | Sell |
2,475
-59
| -2% | -$18.4K | 0.15% | 84 |
|
|
2024
Q4 | $847K | Buy |
2,534
+1,950
| +334% | +$622K | 0.18% | 69 |
|
|
2024
Q3 | $160K | Buy |
584
+21
| +4% | +$5.38K | 0.04% | 151 |
|
|
2024
Q2 | $145K | Sell |
563
-11,347
| -95% | -$3.04M | 0.04% | 152 |
|
|
2024
Q1 | $3.59M | Sell |
11,910
-2
| -0% | -$577 | 0.94% | 24 |
|
|
2023
Q4 | $3.13M | Buy |
11,912
+1,976
| +20% | +$447K | 0.86% | 22 |
|
|
2023
Q3 | $2.01M | Buy |
9,936
+1,122
| +13% | +$242K | 0.66% | 27 |
|
|
2023
Q2 | $1.76M | Sell |
8,814
-700
| -7% | -$143K | 0.57% | 30 |
|
|
2023
Q1 | $1.9M | Buy |
9,514
+8,324
| +699% | +$1.41M | 0.61% | 32 |
|
|
2022
Q4 | $158K | Buy |
1,190
+389
| +49% | +$56.8K | 0.05% | 155 |
|
|
2022
Q3 | $115K | Hold |
801
| – | – | 0.04% | 173 |
|
|
2022
Q2 | $132K | Sell |
801
-92
| -10% | -$16.3K | 0.1% | 94 |
|
|
2022
Q1 | $190K | Buy |
893
+635
| +246% | +$137K | 0.12% | 88 |
|
|
2021
Q4 | $66K | Hold |
258
| – | – | 0.04% | 123 |
|
|
2021
Q3 | $70K | Buy |
258
+2
| +0.8% | +$508 | 0.04% | 124 |
|
|
2021
Q2 | $63K | Buy |
+256
| New | +$59K | 0.04% | 114 |
|
|
2021
Q1 | – | Sell |
-256
| Closed | -$57K | – | 118 |
|
|
2020
Q4 | $57K | Buy |
256
+85
| +50% | +$20.7K | 0.03% | 128 |
|
|
2020
Q3 | $43K | Hold |
171
| – | – | 0.03% | 118 |
|
|
2020
Q2 | $32K | Buy |
171
+35
| +26% | +$5.9K | 0.03% | 123 |
|
|
2020
Q1 | $20K | Hold |
136
| – | – | 0.02% | 145 |
|
|
2019
Q4 | $22K | Hold |
136
| – | – | 0.02% | 150 |
|
|
2019
Q3 | $20K | Hold |
136
| – | – | 0.02% | 152 |
|
|
2019
Q2 | $21K | Hold |
136
| – | – | 0.02% | 149 |
|
|
2019
Q1 | $22K | Buy |
136
+68
| +100% | +$10.5K | 0.02% | 150 |
|
|
2018
Q4 | $9K | Sell |
68
-40
| -37% | -$5.5K | 0.01% | 188 |
|
|
2018
Q3 | $17K | Buy |
108
+28
| +35% | +$4.16K | 0.01% | 160 |
|
|
2018
Q2 | $11K | Buy |
+80
| New | +$10.2K | 0.01% | 176 |
|
Other funds holding CRM
VCM
VPM
Clearstead Trust's CRM Position: Q1 2026 in Review
Clearstead Trust reduced its Salesforce (CRM) stake by 11% in Q1 2026, selling an estimated $59K and leaving 2,233 shares worth $417K. The position accounts for 0.07% of the portfolio, ranked #125.
Clearstead Trust first reported a position in CRM in Q2 2018 and has held it in 31 quarters since. The position peaked at $3.59M in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Clearstead Trust held 2,233 shares of Salesforce worth $417K as of Q1 2026.
- Clearstead Trust sold 285 Salesforce shares in Q1 2026, an estimated $59K.
- Salesforce made up 0.07% of Clearstead Trust's portfolio in Q1 2026, its #125 holding.
- Clearstead Trust first reported a position in Salesforce in Q2 2018 and has held it in 31 quarters since.
- Clearstead Trust's Salesforce position peaked at $3.59M in Q1 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.