Conning Inc’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 | $4.52M | Buy |
24,208
+4,231
| +21% | +$877K | 0.15% | 132 |
|
|
2025
Q4 | $5.29M | Buy |
19,977
+84
| +0.4% | +$20.9K | 0.18% | 127 |
|
|
2025
Q3 | $4.71M | Sell |
19,893
-158
| -0.8% | -$39.8K | 0.16% | 130 |
|
|
2025
Q2 | $5.47M | Buy |
20,051
+1,805
| +10% | +$483K | 0.19% | 111 |
|
|
2025
Q1 | $4.9M | Buy |
18,246
+985
| +6% | +$306K | 0.17% | 108 |
|
|
2024
Q4 | $5.77M | Sell |
17,261
-4,469
| -21% | -$1.43M | 0.2% | 97 |
|
|
2024
Q3 | $5.95M | Sell |
21,730
-23
| -0.1% | -$5.89K | 0.2% | 95 |
|
|
2024
Q2 | $5.59M | Buy |
21,753
+15,824
| +267% | +$4.23M | 0.2% | 98 |
|
|
2024
Q1 | $1.79M | Sell |
5,929
-57
| -1% | -$16.4K | 0.06% | 157 |
|
|
2023
Q4 | $1.58M | Hold |
5,986
| – | – | 0.05% | 158 |
|
|
2023
Q3 | $1.21M | Buy |
5,986
+40
| +0.7% | +$8.64K | 0.04% | 164 |
|
|
2023
Q2 | $1.26M | Sell |
5,946
-860
| -13% | -$176K | 0.04% | 175 |
|
|
2023
Q1 | $1.36M | Sell |
6,806
-174
| -2% | -$29.4K | 0.05% | 174 |
|
|
2022
Q4 | $925K | Sell |
6,980
-40
| -0.6% | -$5.84K | 0.03% | 194 |
|
|
2022
Q3 | $1.01M | Sell |
7,020
-722
| -9% | -$122K | 0.04% | 181 |
|
|
2022
Q2 | $1.28M | Sell |
7,742
-49
| -0.6% | -$8.66K | 0.04% | 178 |
|
|
2022
Q1 | $1.65M | Sell |
7,791
-663
| -8% | -$143K | 0.05% | 172 |
|
|
2021
Q4 | $2.15M | Sell |
8,454
-949
| -10% | -$267K | 0.06% | 149 |
|
|
2021
Q3 | $2.55M | Sell |
9,403
-949
| -9% | -$241K | 0.07% | 146 |
|
|
2021
Q2 | $2.53M | Sell |
10,352
-1,475
| -12% | -$340K | 0.07% | 140 |
|
|
2021
Q1 | $2.51M | Sell |
11,827
-1,060
| -8% | -$236K | 0.08% | 137 |
|
|
2020
Q4 | $2.87M | Buy |
12,887
+40
| +0.3% | +$9.73K | 0.09% | 123 |
|
|
2020
Q3 | $3.23M | Buy |
12,847
+385
| +3% | +$84.3K | 0.11% | 115 |
|
|
2020
Q2 | $2.33M | Sell |
12,462
-140
| -1% | -$23.6K | 0.09% | 127 |
|
|
2020
Q1 | $1.81M | Buy |
12,602
+155
| +1% | +$26.6K | 0.08% | 132 |
|
|
2019
Q4 | $2.02M | Sell |
12,447
-10
| -0.1% | -$1.57K | 0.07% | 149 |
|
|
2019
Q3 | $1.85M | Buy |
12,457
+362
| +3% | +$55K | 0.06% | 164 |
|
|
2019
Q2 | $1.83M | Sell |
12,095
-4,870
| -29% | -$763K | 0.06% | 156 |
|
|
2019
Q1 | $2.69M | Buy |
16,965
+310
| +2% | +$48K | 0.08% | 158 |
|
|
2018
Q4 | $2.28M | Sell |
16,655
-810
| -5% | -$111K | 0.08% | 157 |
|
|
2018
Q3 | $2.78M | Sell |
17,465
-369
| -2% | -$54.8K | 0.08% | 149 |
|
|
2018
Q2 | $2.43M | Sell |
17,834
-450
| -2% | -$57.4K | 0.07% | 173 |
|
|
2018
Q1 | $2.13M | Buy |
18,284
+130
| +0.7% | +$14.9K | 0.07% | 176 |
|
|
2017
Q4 | $1.86M | Sell |
18,154
-50
| -0.3% | -$5.09K | 0.06% | 196 |
|
|
2017
Q3 | $1.7M | Buy |
18,204
+20
| +0.1% | +$1.84K | 0.06% | 210 |
|
|
2017
Q2 | $1.57M | Sell |
18,184
-104
| -0.6% | -$9.06K | 0.06% | 218 |
|
|
2017
Q1 | $1.51M | Buy |
18,288
+40
| +0.2% | +$3.19K | 0.06% | 218 |
|
|
2016
Q4 | $1.25M | Buy |
18,248
+2,650
| +17% | +$192K | 0.05% | 244 |
|
|
2016
Q3 | $1.11M | Buy |
15,598
+540
| +4% | +$42.1K | 0.04% | 257 |
|
|
2016
Q2 | $1.2M | Buy |
15,058
+160
| +1% | +$12.6K | 0.05% | 238 |
|
|
2016
Q1 | $1.1M | Buy |
14,898
+840
| +6% | +$57.8K | 0.05% | 246 |
|
|
2015
Q4 | $1.1M | Sell |
14,058
-820
| -6% | -$64K | 0.05% | 247 |
|
|
2015
Q3 | $1.03M | Sell |
14,878
-1,300
| -8% | -$92.2K | 0.05% | 243 |
|
|
2015
Q2 | $1.13M | Buy |
16,178
+90
| +0.6% | +$6.41K | 0.05% | 250 |
|
|
2015
Q1 | $1.07M | Buy |
16,088
+130
| +0.8% | +$8.06K | 0.05% | 233 |
|
|
2014
Q4 | $946K | Sell |
15,958
-350
| -2% | -$20.6K | 0.05% | 251 |
|
|
2014
Q3 | $938K | Buy |
16,308
+170
| +1% | +$9.57K | 0.05% | 247 |
|
|
2014
Q2 | $937K | Sell |
16,138
-1,100
| -6% | -$59.4K | 0.05% | 251 |
|
|
2014
Q1 | $984K | Buy |
17,238
+1,040
| +6% | +$62.2K | 0.06% | 237 |
|
|
2013
Q4 | $894K | Buy |
16,198
+2,900
| +22% | +$155K | 0.06% | 226 |
|
|
2013
Q3 | $690K | Buy |
13,298
+230
| +2% | +$10.4K | 0.05% | 237 |
|
|
2013
Q2 | $499K | Buy |
+13,068
| New | +$539K | 0.04% | 271 |
|
Other funds holding CRM
VCM
VPM
Conning Inc's CRM Position: Q1 2026 in Review
Conning Inc increased its Salesforce (CRM) stake by 21% in Q1 2026, buying an estimated $877K and bringing the position to 24,208 shares worth $4.52M. The position accounts for 0.15% of the portfolio, ranked #132.
Conning Inc first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.95M in Q3 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Conning Inc held 24,208 shares of Salesforce worth $4.52M as of Q1 2026.
- Conning Inc bought 4,231 Salesforce shares in Q1 2026, an estimated $877K.
- Salesforce made up 0.15% of Conning Inc's portfolio in Q1 2026, its #132 holding.
- Conning Inc first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
- Conning Inc's Salesforce position peaked at $5.95M in Q3 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Conning Inc's 13F filing for Q1 2026, filed 30 Apr 2026.