Courier Capital’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 | $2.88M | Sell |
18,373
-144
| -0.8% | -$25.3K | 0.14% | 135 |
|
|
2026
Q1 | $3.46M | Buy |
18,517
+5,931
| +47% | +$1.23M | 0.19% | 114 |
|
|
2025
Q4 | $3.33M | Buy |
12,586
+628
| +5% | +$156K | 0.19% | 116 |
|
|
2025
Q3 | $2.83M | Sell |
11,958
-307
| -3% | -$77.4K | 0.16% | 126 |
|
|
2025
Q2 | $3.34M | Buy |
12,265
+107
| +0.9% | +$28.6K | 0.2% | 110 |
|
|
2025
Q1 | $3.26M | Sell |
12,158
-837
| -6% | -$260K | 0.21% | 112 |
|
|
2024
Q4 | $4.34M | Sell |
12,995
-275
| -2% | -$87.8K | 0.3% | 84 |
|
|
2024
Q3 | $3.63M | Buy |
13,270
+337
| +3% | +$86.3K | 0.25% | 89 |
|
|
2024
Q2 | $3.33M | Buy |
12,933
+212
| +2% | +$56.7K | 0.26% | 79 |
|
|
2024
Q1 | $3.83M | Sell |
12,721
-81
| -0.6% | -$23.4K | 0.28% | 82 |
|
|
2023
Q4 | $3.37M | Buy |
12,802
+172
| +1% | +$38.9K | 0.26% | 85 |
|
|
2023
Q3 | $2.56M | Buy |
12,630
+1,948
| +18% | +$421K | 0.21% | 101 |
|
|
2023
Q2 | $2.26M | Buy |
10,682
+31
| +0.3% | +$6.33K | 0.18% | 117 |
|
|
2023
Q1 | $2.13M | Sell |
10,651
-161
| -1% | -$27.2K | 0.24% | 86 |
|
|
2022
Q4 | $1.43M | Sell |
10,812
-25
| -0.2% | -$3.65K | 0.17% | 103 |
|
|
2022
Q3 | $1.56M | Sell |
10,837
-385
| -3% | -$65.3K | 0.19% | 101 |
|
|
2022
Q2 | $1.85M | Sell |
11,222
-620
| -5% | -$110K | 0.22% | 98 |
|
|
2022
Q1 | $2.51M | Sell |
11,842
-1,185
| -9% | -$255K | 0.25% | 84 |
|
|
2021
Q4 | $3.31M | Sell |
13,027
-536
| -4% | -$151K | 0.31% | 76 |
|
|
2021
Q3 | $3.68M | Buy |
13,563
+327
| +2% | +$83K | 0.35% | 66 |
|
|
2021
Q2 | $3.23M | Sell |
13,236
-152
| -1% | -$35K | 0.31% | 75 |
|
|
2021
Q1 | $2.84M | Buy |
13,388
+101
| +0.8% | +$22.5K | 0.29% | 77 |
|
|
2020
Q4 | $2.96M | Buy |
13,287
+350
| +3% | +$85.1K | 0.32% | 69 |
|
|
2020
Q3 | $3.37M | Sell |
12,937
-1,290
| -9% | -$282K | 0.4% | 59 |
|
|
2020
Q2 | $2.74M | Sell |
14,227
-584
| -4% | -$98.4K | 0.35% | 63 |
|
|
2020
Q1 | $2.23M | Sell |
14,811
-1,165
| -7% | -$200K | 0.33% | 72 |
|
|
2019
Q4 | $2.87M | Sell |
15,976
-424
| -3% | -$66.5K | 0.34% | 69 |
|
|
2019
Q3 | $2.41M | Buy |
16,400
+200
| +1% | +$30.4K | 0.31% | 77 |
|
|
2019
Q2 | $2.46M | Hold |
16,200
| – | – | 0.31% | 71 |
|
|
2019
Q1 | $2.57M | Hold |
16,200
| – | – | 0.33% | 70 |
|
|
2018
Q4 | $2.22M | Sell |
16,200
-100
| -0.6% | -$13.8K | 0.33% | 71 |
|
|
2018
Q3 | $2.59M | Sell |
16,300
-250
| -2% | -$37.1K | 0.32% | 76 |
|
|
2018
Q2 | $2.26M | Buy |
16,550
+200
| +1% | +$25.5K | 0.29% | 83 |
|
|
2018
Q1 | $1.9M | Buy |
+16,350
| New | +$1.88M | 0.25% | 88 |
|
Other funds holding CRM
FWIA
ATO
Courier Capital's CRM Position: Q2 2026 in Review
Courier Capital reduced its Salesforce (CRM) stake by 0.78% in Q2 2026, selling an estimated $25.3K and leaving 18,373 shares worth $2.88M. The position accounts for 0.14% of the portfolio, ranked #135.
Courier Capital first reported a position in CRM in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.34M in Q4 2024. 1,073 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Courier Capital held 18,373 shares of Salesforce worth $2.88M as of Q2 2026.
- Courier Capital sold 144 Salesforce shares in Q2 2026, an estimated $25.3K.
- Salesforce made up 0.14% of Courier Capital's portfolio in Q2 2026, its #135 holding.
- Courier Capital first reported a position in Salesforce in Q1 2018 and has held it in 34 quarters since.
- Courier Capital's Salesforce position peaked at $4.34M in Q4 2024.
- 1,073 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.