Cornerstone Advisors’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 | – | Sell |
-65,400
| Closed | -$17.3M | – | 116 |
|
|
2025
Q4 | $17.3M | Hold |
65,400
| – | – | 0.58% | 42 |
|
|
2025
Q3 | $15.5M | Hold |
65,400
| – | – | 0.51% | 51 |
|
|
2025
Q2 | $17.8M | Buy |
65,400
+22,600
| +53% | +$6.04M | 0.61% | 40 |
|
|
2025
Q1 | $11.5M | Hold |
42,800
| – | – | 0.49% | 43 |
|
|
2024
Q4 | $14.3M | Sell |
42,800
-5,200
| -11% | -$1.66M | 0.57% | 37 |
|
|
2024
Q3 | $13.1M | Hold |
48,000
| – | – | 0.52% | 41 |
|
|
2024
Q2 | $12.3M | Sell |
48,000
-1,300
| -3% | -$348K | 0.5% | 46 |
|
|
2024
Q1 | $14.8M | Sell |
49,300
-800
| -2% | -$231K | 0.61% | 35 |
|
|
2023
Q4 | $13.2M | Sell |
50,100
-6,800
| -12% | -$1.54M | 0.58% | 39 |
|
|
2023
Q3 | $11.5M | Sell |
56,900
-8,000
| -12% | -$1.73M | 0.54% | 39 |
|
|
2023
Q2 | $13.7M | Sell |
64,900
-50,100
| -44% | -$10.2M | 0.65% | 38 |
|
|
2023
Q1 | $23M | Hold |
115,000
| – | – | 1.07% | 23 |
|
|
2022
Q4 | $15.2M | Hold |
115,000
| – | – | 0.75% | 39 |
|
|
2022
Q3 | $16.5M | Hold |
115,000
| – | – | 0.81% | 30 |
|
|
2022
Q2 | $19M | Buy |
115,000
+73,000
| +174% | +$12.9M | 1% | 25 |
|
|
2022
Q1 | $8.92M | Hold |
42,000
| – | – | 0.53% | 56 |
|
|
2021
Q4 | $10.7M | Hold |
42,000
| – | – | 0.58% | 50 |
|
|
2021
Q3 | $11.4M | Hold |
42,000
| – | – | 0.66% | 42 |
|
|
2021
Q2 | $10.3M | Buy |
42,000
+26,000
| +163% | +$5.99M | 0.61% | 47 |
|
|
2021
Q1 | $3.39M | Hold |
16,000
| – | – | 0.3% | 88 |
|
|
2020
Q4 | $3.56M | Buy |
+16,000
| New | +$3.89M | 0.31% | 82 |
|
|
2019
Q1 | $3.01M | Buy |
+19,000
| New | +$2.94M | 0.24% | 107 |
|
|
2018
Q2 | – | Sell |
-23,000
| Closed | -$2.67M | – | 198 |
|
|
2018
Q1 | $2.67M | Hold |
23,000
| – | – | 0.32% | 96 |
|
|
2017
Q4 | $2.35M | Buy |
+23,000
| New | +$2.34M | 0.27% | 104 |
|
|
2017
Q1 | – | Sell |
-9,800
| Closed | -$671K | – | 235 |
|
|
2016
Q4 | $671K | Hold |
9,800
| – | – | 0.12% | 161 |
|
|
2016
Q3 | $699K | Hold |
9,800
| – | – | 0.18% | 131 |
|
|
2016
Q2 | $778K | Buy |
9,800
+4,800
| +96% | +$377K | 0.19% | 124 |
|
|
2016
Q1 | $369K | Hold |
5,000
| – | – | 0.09% | 174 |
|
|
2015
Q4 | $392K | Hold |
5,000
| – | – | 0.09% | 179 |
|
|
2015
Q3 | $347K | Buy |
+5,000
| New | +$354K | 0.08% | 188 |
|
Other funds holding CRM
VCM
VPM
Cornerstone Advisors's CRM Position: Q1 2026 in Review
Cornerstone Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 65,400 shares — an estimated $17.3M sold.
Cornerstone Advisors first reported a position in CRM in Q3 2015 and held it in 30 quarters. The position peaked at $23M in Q1 2023. 2,678 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Cornerstone Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
- Cornerstone Advisors sold 65,400 Salesforce shares in Q1 2026, an estimated $17.3M.
- Cornerstone Advisors first reported a position in Salesforce in Q3 2015 and held it in 30 quarters.
- Cornerstone Advisors's Salesforce position peaked at $23M in Q1 2023.
- 2,678 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Cornerstone Advisors's 13F filing for Q1 2026, filed 8 May 2026.