CX Institutional’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 | $8.11M | Sell |
51,782
-2,361
| -4% | -$415K | 0.23% | 104 |
|
|
2026
Q1 | $10.1M | Buy |
54,143
+7,709
| +17% | +$1.6M | 0.31% | 70 |
|
|
2025
Q4 | $12.3M | Buy |
46,434
+3,248
| +8% | +$807K | 0.37% | 57 |
|
|
2025
Q3 | $10.2M | Buy |
43,186
+18,927
| +78% | +$4.77M | 0.31% | 70 |
|
|
2025
Q2 | $6.62M | Buy |
24,259
+18,474
| +319% | +$4.94M | 0.23% | 98 |
|
|
2025
Q1 | $1.55M | Sell |
5,785
-73
| -1% | -$22.7K | 0.06% | 219 |
|
|
2024
Q4 | $1.96M | Buy |
5,858
+221
| +4% | +$70.5K | 0.08% | 176 |
|
|
2024
Q3 | $1.54M | Buy |
5,637
+110
| +2% | +$28.2K | 0.07% | 222 |
|
|
2024
Q2 | $1.42M | Sell |
5,527
-37
| -0.7% | -$9.9K | 0.07% | 226 |
|
|
2024
Q1 | $1.68M | Sell |
5,564
-46
| -0.8% | -$13.3K | 0.08% | 207 |
|
|
2023
Q4 | $1.48M | Buy |
5,610
+197
| +4% | +$44.6K | 0.08% | 210 |
|
|
2023
Q3 | $1.1M | Sell |
5,413
-114
| -2% | -$24.6K | 0.06% | 239 |
|
|
2023
Q2 | $1.17M | Buy |
5,527
+359
| +7% | +$73.3K | 0.06% | 255 |
|
|
2023
Q1 | $1.02M | Buy |
5,168
+3,013
| +140% | +$509K | 0.05% | 273 |
|
|
2022
Q4 | $286K | Sell |
2,155
-1,295
| -38% | -$189K | 0.02% | 439 |
|
|
2022
Q3 | $496K | Sell |
3,450
-13,820
| -80% | -$2.34M | 0.03% | 334 |
|
|
2022
Q2 | $2.85M | Buy |
17,270
+8,306
| +93% | +$1.47M | 0.22% | 121 |
|
|
2022
Q1 | $1.9M | Buy |
8,964
+2,516
| +39% | +$541K | 0.15% | 160 |
|
|
2021
Q4 | $1.64M | Buy |
6,448
+4,945
| +329% | +$1.39M | 0.13% | 164 |
|
|
2021
Q3 | $408K | Buy |
1,503
+100
| +7% | +$25.4K | 0.03% | 283 |
|
|
2021
Q2 | $343K | Sell |
1,403
-6,857
| -83% | -$1.58M | 0.03% | 285 |
|
|
2021
Q1 | $1.75M | Buy |
8,260
+3,975
| +93% | +$885K | 0.16% | 167 |
|
|
2020
Q4 | $953K | Buy |
4,285
+3,505
| +449% | +$852K | 0.09% | 191 |
|
|
2020
Q3 | $196K | Buy |
780
+112
| +17% | +$24.5K | 0.02% | 263 |
|
|
2020
Q2 | $125K | Buy |
668
+549
| +461% | +$92.5K | 0.02% | 267 |
|
|
2020
Q1 | $17K | Sell |
119
-110
| -48% | -$18.9K | ﹤0.01% | 393 |
|
|
2019
Q4 | $37K | Hold |
229
| – | – | 0.01% | 305 |
|
|
2019
Q3 | $34K | Buy |
229
+18
| +9% | +$2.73K | 0.01% | 324 |
|
|
2019
Q2 | $32K | Buy |
211
+32
| +18% | +$5.01K | 0.01% | 356 |
|
|
2019
Q1 | $28K | Buy |
179
+145
| +426% | +$22.5K | ﹤0.01% | 374 |
|
|
2018
Q4 | $5K | Buy |
+34
| New | +$4.68K | ﹤0.01% | 392 |
|
Other funds holding CRM
CX Institutional's CRM Position: Q2 2026 in Review
CX Institutional reduced its Salesforce (CRM) stake by 4.4% in Q2 2026, selling an estimated $415K and leaving 51,782 shares worth $8.11M. The position accounts for 0.23% of the portfolio, ranked #104.
CX Institutional first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.3M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- CX Institutional held 51,782 shares of Salesforce worth $8.11M as of Q2 2026.
- CX Institutional sold 2,361 Salesforce shares in Q2 2026, an estimated $415K.
- Salesforce made up 0.23% of CX Institutional's portfolio in Q2 2026, its #104 holding.
- CX Institutional first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
- CX Institutional's Salesforce position peaked at $12.3M in Q4 2025.
- 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.