Creative Financial Designs’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 | $1.14M | Buy |
7,286
+2,552
| +54% | +$449K | 0.05% | 265 |
|
|
2026
Q1 | $884K | Buy |
4,734
+139
| +3% | +$28.8K | 0.05% | 242 |
|
|
2025
Q4 | $1.22M | Buy |
4,595
+293
| +7% | +$72.8K | 0.08% | 208 |
|
|
2025
Q3 | $1.02M | Buy |
4,302
+2,122
| +97% | +$535K | 0.07% | 226 |
|
|
2025
Q2 | $594K | Buy |
2,180
+219
| +11% | +$58.5K | 0.04% | 294 |
|
|
2025
Q1 | $526K | Buy |
1,961
+532
| +37% | +$165K | 0.04% | 285 |
|
|
2024
Q4 | $478K | Hold |
1,429
| – | – | 0.04% | 290 |
|
|
2024
Q3 | $391K | Buy |
1,429
+15
| +1% | +$3.84K | 0.03% | 328 |
|
|
2024
Q2 | $364K | Hold |
1,414
| – | – | 0.03% | 320 |
|
|
2024
Q1 | $426K | Buy |
1,414
+3
| +0.2% | +$866 | 0.04% | 288 |
|
|
2023
Q4 | $371K | Buy |
1,411
+37
| +3% | +$8.37K | 0.04% | 281 |
|
|
2023
Q3 | $279K | Hold |
1,374
| – | – | 0.03% | 284 |
|
|
2023
Q2 | $290K | Buy |
1,374
+61
| +5% | +$12.5K | 0.03% | 283 |
|
|
2023
Q1 | $262K | Buy |
1,313
+26
| +2% | +$4.39K | 0.03% | 287 |
|
|
2022
Q4 | $171K | Sell |
1,287
-3,387
| -72% | -$494K | 0.03% | 342 |
|
|
2022
Q3 | $672K | Buy |
4,674
+464
| +11% | +$78.7K | 0.11% | 155 |
|
|
2022
Q2 | $695K | Buy |
4,210
+692
| +20% | +$122K | 0.11% | 151 |
|
|
2022
Q1 | $747K | Buy |
3,518
+713
| +25% | +$153K | 0.11% | 148 |
|
|
2021
Q4 | $713K | Sell |
2,805
-854
| -23% | -$240K | 0.11% | 151 |
|
|
2021
Q3 | $992K | Buy |
3,659
+255
| +7% | +$64.8K | 0.16% | 117 |
|
|
2021
Q2 | $831K | Buy |
3,404
+40
| +1% | +$9.22K | 0.14% | 129 |
|
|
2021
Q1 | $713K | Buy |
3,364
+110
| +3% | +$24.5K | 0.14% | 134 |
|
|
2020
Q4 | $724K | Buy |
3,254
+1,746
| +116% | +$425K | 0.15% | 116 |
|
|
2020
Q3 | $379K | Buy |
1,508
+627
| +71% | +$137K | 0.09% | 162 |
|
|
2020
Q2 | $165K | Buy |
881
+821
| +1,368% | +$138K | 0.05% | 220 |
|
|
2020
Q1 | $9K | Hold |
60
| – | – | ﹤0.01% | 349 |
|
|
2019
Q4 | $10K | Hold |
60
| – | – | ﹤0.01% | 393 |
|
|
2019
Q3 | $9K | Buy |
60
+30
| +100% | +$4.56K | ﹤0.01% | 415 |
|
|
2019
Q2 | $5K | Sell |
30
-80
| -73% | -$12.5K | ﹤0.01% | 458 |
|
|
2019
Q1 | $17K | Hold |
110
| – | – | 0.01% | 322 |
|
|
2018
Q4 | $15K | Buy |
110
+30
| +38% | +$4.13K | 0.01% | 310 |
|
|
2018
Q3 | $13K | Buy |
+80
| New | +$11.9K | 0.01% | 397 |
|
Other funds holding CRM
Creative Financial Designs's CRM Position: Q2 2026 in Review
Creative Financial Designs increased its Salesforce (CRM) stake by 54% in Q2 2026, buying an estimated $449K and bringing the position to 7,286 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #265.
Creative Financial Designs first reported a position in CRM in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.22M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Creative Financial Designs held 7,286 shares of Salesforce worth $1.14M as of Q2 2026.
- Creative Financial Designs bought 2,552 Salesforce shares in Q2 2026, an estimated $449K.
- Salesforce made up 0.05% of Creative Financial Designs's portfolio in Q2 2026, its #265 holding.
- Creative Financial Designs first reported a position in Salesforce in Q3 2018 and has held it in 32 quarters since.
- Creative Financial Designs's Salesforce position peaked at $1.22M in Q4 2025.
- 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.