Crossmark Global Holdings’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 | $20M | Buy |
127,505
+34,130
| +37% | +$6M | 0.26% | 85 |
|
|
2026
Q1 | $17.4M | Sell |
93,375
-5,332
| -5% | -$1.1M | 0.26% | 89 |
|
|
2025
Q4 | $26.1M | Buy |
98,707
+6,590
| +7% | +$1.64M | 0.38% | 52 |
|
|
2025
Q3 | $21.8M | Sell |
92,117
-45,251
| -33% | -$11.4M | 0.33% | 69 |
|
|
2025
Q2 | $37.5M | Buy |
137,368
+15,071
| +12% | +$4.03M | 0.6% | 26 |
|
|
2025
Q1 | $32.8M | Buy |
122,297
+15,236
| +14% | +$4.74M | 0.58% | 29 |
|
|
2024
Q4 | $35.8M | Buy |
107,061
+11,104
| +12% | +$3.54M | 0.65% | 22 |
|
|
2024
Q3 | $26.3M | Sell |
95,957
-4,041
| -4% | -$1.04M | 0.47% | 41 |
|
|
2024
Q2 | $25.7M | Buy |
99,998
+6,534
| +7% | +$1.75M | 0.49% | 34 |
|
|
2024
Q1 | $28.1M | Buy |
93,464
+3,996
| +4% | +$1.15M | 0.54% | 28 |
|
|
2023
Q4 | $23.5M | Sell |
89,468
-7,212
| -7% | -$1.63M | 0.49% | 36 |
|
|
2023
Q3 | $20M | Buy |
96,680
+1,584
| +2% | +$342K | 0.45% | 40 |
|
|
2023
Q2 | $21.5M | Buy |
95,096
+46,399
| +95% | +$9.47M | 0.46% | 39 |
|
|
2023
Q1 | $9.73M | Sell |
48,697
-2,164
| -4% | -$366K | 0.23% | 120 |
|
|
2022
Q4 | $6.74M | Sell |
50,861
-251
| -0.5% | -$36.6K | 0.17% | 156 |
|
|
2022
Q3 | $7.35M | Sell |
51,112
-593
| -1% | -$101K | 0.2% | 129 |
|
|
2022
Q2 | $8.53M | Buy |
51,705
+1,349
| +3% | +$238K | 0.22% | 118 |
|
|
2022
Q1 | $10.7M | Sell |
50,356
-5,997
| -11% | -$1.29M | 0.24% | 101 |
|
|
2021
Q4 | $14.3M | Sell |
56,353
-4,255
| -7% | -$1.2M | 0.31% | 78 |
|
|
2021
Q3 | $16.4M | Buy |
60,608
+4,240
| +8% | +$1.08M | 0.39% | 51 |
|
|
2021
Q2 | $13.8M | Sell |
56,368
-2,961
| -5% | -$682K | 0.32% | 70 |
|
|
2021
Q1 | $12.6M | Sell |
59,329
-2,286
| -4% | -$509K | 0.31% | 78 |
|
|
2020
Q4 | $13.7M | Buy |
61,615
+4,043
| +7% | +$983K | 0.35% | 61 |
|
|
2020
Q3 | $14.5M | Sell |
57,572
-1,739
| -3% | -$381K | 0.41% | 42 |
|
|
2020
Q2 | $11.1M | Buy |
59,311
+4,608
| +8% | +$776K | 0.32% | 75 |
|
|
2020
Q1 | $7.88M | Sell |
54,703
-838
| -2% | -$144K | 0.28% | 97 |
|
|
2019
Q4 | $9.03M | Sell |
55,541
-4,867
| -8% | -$763K | 0.25% | 109 |
|
|
2019
Q3 | $8.97M | Buy |
60,408
+475
| +0.8% | +$72.2K | 0.26% | 100 |
|
|
2019
Q2 | $9.09M | Sell |
59,933
-243
| -0.4% | -$38.1K | 0.26% | 99 |
|
|
2019
Q1 | $9.53M | Sell |
60,176
-640
| -1% | -$99.2K | 0.27% | 93 |
|
|
2018
Q4 | $8.33M | Sell |
60,816
-1,656
| -3% | -$228K | 0.26% | 94 |
|
|
2018
Q3 | $9.94M | Buy |
62,472
+87
| +0.1% | +$12.9K | 0.25% | 96 |
|
|
2018
Q2 | $8.51M | Sell |
62,385
-1,276
| -2% | -$163K | 0.23% | 111 |
|
|
2018
Q1 | $7.4M | Sell |
63,661
-2,718
| -4% | -$312K | 0.19% | 130 |
|
|
2017
Q4 | $6.79M | Buy |
66,379
+4,708
| +8% | +$480K | 0.16% | 154 |
|
|
2017
Q3 | $5.76M | Buy |
+61,671
| New | +$5.67M | 0.15% | 163 |
|
|
2016
Q3 | $5.76M | Buy |
+61,671
| New | +$4.81M | 0.15% | 163 |
|
Other funds holding CRM
Crossmark Global Holdings's CRM Position: Q2 2026 in Review
Crossmark Global Holdings increased its Salesforce (CRM) stake by 37% in Q2 2026, buying an estimated $6M and bringing the position to 127,505 shares worth $20M. The position accounts for 0.26% of the portfolio, ranked #85.
Crossmark Global Holdings first reported a position in CRM in Q3 2016 and has held it in 37 quarters since. The position peaked at $37.5M in Q2 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Crossmark Global Holdings held 127,505 shares of Salesforce worth $20M as of Q2 2026.
- Crossmark Global Holdings bought 34,130 Salesforce shares in Q2 2026, an estimated $6M.
- Salesforce made up 0.26% of Crossmark Global Holdings's portfolio in Q2 2026, its #85 holding.
- Crossmark Global Holdings first reported a position in Salesforce in Q3 2016 and has held it in 37 quarters since.
- Crossmark Global Holdings's Salesforce position peaked at $37.5M in Q2 2025.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.