Coldstream Capital Management’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 | $6.28M | Sell |
40,061
-33,884
| -46% | -$5.96M | 0.08% | 136 |
|
|
2026
Q1 | $13.8M | Buy |
73,945
+27,762
| +60% | +$5.75M | 0.17% | 75 |
|
|
2025
Q4 | $12.2M | Buy |
46,183
+2,671
| +6% | +$664K | 0.16% | 79 |
|
|
2025
Q3 | $10.3M | Sell |
43,512
-802
| -2% | -$202K | 0.14% | 89 |
|
|
2025
Q2 | $12.1M | Buy |
44,314
+21,141
| +91% | +$5.65M | 0.2% | 75 |
|
|
2025
Q1 | $6.22M | Buy |
23,173
+379
| +2% | +$118K | 0.13% | 103 |
|
|
2024
Q4 | $7.62M | Sell |
22,794
-216
| -0.9% | -$68.9K | 0.16% | 87 |
|
|
2024
Q3 | $6.66M | Buy |
23,010
+6,440
| +39% | +$1.65M | 0.14% | 99 |
|
|
2024
Q2 | $4.26M | Sell |
16,570
-633
| -4% | -$169K | 0.1% | 121 |
|
|
2024
Q1 | $5.18M | Buy |
17,203
+2,637
| +18% | +$761K | 0.13% | 104 |
|
|
2023
Q4 | $3.83M | Buy |
14,566
+2,034
| +16% | +$460K | 0.11% | 116 |
|
|
2023
Q3 | $2.54M | Sell |
12,532
-149
| -1% | -$32.2K | 0.08% | 134 |
|
|
2023
Q2 | $2.68M | Buy |
12,681
+581
| +5% | +$119K | 0.08% | 133 |
|
|
2023
Q1 | $2.42M | Buy |
12,100
+2,693
| +29% | +$455K | 0.08% | 149 |
|
|
2022
Q4 | $1.25M | Buy |
+9,407
| New | +$1.37M | 0.05% | 237 |
|
|
2022
Q2 | $1.87M | Buy |
11,358
+2,586
| +29% | +$457K | 0.07% | 149 |
|
|
2022
Q1 | $1.86M | Sell |
8,772
-1,815
| -17% | -$391K | 0.06% | 155 |
|
|
2021
Q4 | $2.69M | Buy |
10,587
+5,911
| +126% | +$1.66M | 0.08% | 158 |
|
|
2021
Q3 | $1.18M | Sell |
4,676
-680
| -13% | -$173K | 0.06% | 158 |
|
|
2021
Q2 | $1.31M | Buy |
5,356
+180
| +3% | +$41.5K | 0.05% | 194 |
|
|
2021
Q1 | $1.1M | Sell |
5,176
-43
| -0.8% | -$9.57K | 0.06% | 166 |
|
|
2020
Q4 | $1.16M | Buy |
5,219
+1,368
| +36% | +$333K | 0.07% | 144 |
|
|
2020
Q3 | $968K | Buy |
3,851
+81
| +2% | +$17.7K | 0.08% | 136 |
|
|
2020
Q2 | $707K | Buy |
3,770
+438
| +13% | +$73.8K | 0.06% | 165 |
|
|
2020
Q1 | $480K | Sell |
3,332
-240
| -7% | -$41.1K | 0.05% | 176 |
|
|
2019
Q4 | $581K | Buy |
3,572
+24
| +0.7% | +$3.76K | 0.05% | 189 |
|
|
2019
Q3 | $526K | Buy |
3,548
+795
| +29% | +$121K | 0.04% | 191 |
|
|
2019
Q2 | $418K | Sell |
2,753
-679
| -20% | -$106K | 0.03% | 212 |
|
|
2019
Q1 | $544K | Buy |
3,432
+608
| +22% | +$94.2K | 0.05% | 188 |
|
|
2018
Q4 | $387K | Buy |
2,824
+555
| +24% | +$76.3K | 0.04% | 213 |
|
|
2018
Q3 | $361K | Buy |
2,269
+359
| +19% | +$53.3K | 0.03% | 240 |
|
|
2018
Q2 | $261K | Buy |
1,910
+190
| +11% | +$24.2K | 0.03% | 267 |
|
|
2018
Q1 | $200K | Buy |
+1,720
| New | +$198K | 0.02% | 284 |
|
Other funds holding CRM
Coldstream Capital Management's CRM Position: Q2 2026 in Review
Coldstream Capital Management reduced its Salesforce (CRM) stake by 46% in Q2 2026, selling an estimated $5.96M and leaving 40,061 shares worth $6.28M. The position accounts for 0.08% of the portfolio, ranked #136.
Coldstream Capital Management first reported a position in CRM in Q1 2018 and has held it in 33 quarters since. The position peaked at $13.8M in Q1 2026. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Coldstream Capital Management held 40,061 shares of Salesforce worth $6.28M as of Q2 2026.
- Coldstream Capital Management sold 33,884 Salesforce shares in Q2 2026, an estimated $5.96M.
- Salesforce made up 0.08% of Coldstream Capital Management's portfolio in Q2 2026, its #136 holding.
- Coldstream Capital Management first reported a position in Salesforce in Q1 2018 and has held it in 33 quarters since.
- Coldstream Capital Management's Salesforce position peaked at $13.8M in Q1 2026.
- 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.