D.A. Davidson & Co’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 | $6.42M | Buy |
40,980
+1,892
| +5% | +$333K | 0.04% | 360 |
|
|
2026
Q1 | $7.3M | Sell |
39,088
-18,653
| -32% | -$3.86M | 0.04% | 312 |
|
|
2025
Q4 | $15.3M | Buy |
57,741
+16,238
| +39% | +$4.04M | 0.09% | 167 |
|
|
2025
Q3 | $9.84M | Sell |
41,503
-3,566
| -8% | -$899K | 0.06% | 232 |
|
|
2025
Q2 | $12.3M | Sell |
45,069
-3,497
| -7% | -$935K | 0.09% | 183 |
|
|
2025
Q1 | $13M | Sell |
48,566
-13,473
| -22% | -$4.19M | 0.1% | 158 |
|
|
2024
Q4 | $20.7M | Buy |
62,039
+2,747
| +5% | +$877K | 0.17% | 102 |
|
|
2024
Q3 | $16.2M | Sell |
59,292
-6,441
| -10% | -$1.65M | 0.13% | 121 |
|
|
2024
Q2 | $16.9M | Buy |
65,733
+1,347
| +2% | +$360K | 0.15% | 108 |
|
|
2024
Q1 | $19.4M | Buy |
64,386
+525
| +0.8% | +$151K | 0.17% | 104 |
|
|
2023
Q4 | $16.8M | Buy |
63,861
+9,129
| +17% | +$2.07M | 0.16% | 102 |
|
|
2023
Q3 | $11.1M | Buy |
54,732
+4,258
| +8% | +$920K | 0.12% | 139 |
|
|
2023
Q2 | $10.7M | Buy |
50,474
+3,141
| +7% | +$641K | 0.11% | 145 |
|
|
2023
Q1 | $9.46M | Buy |
47,333
+7,800
| +20% | +$1.32M | 0.11% | 153 |
|
|
2022
Q4 | $5.24M | Buy |
39,533
+4,329
| +12% | +$632K | 0.06% | 239 |
|
|
2022
Q3 | $5.06M | Buy |
35,204
+4,133
| +13% | +$701K | 0.07% | 221 |
|
|
2022
Q2 | $5.13M | Buy |
31,071
+2,515
| +9% | +$444K | 0.06% | 234 |
|
|
2022
Q1 | $6.06M | Sell |
28,556
-121
| -0.4% | -$26K | 0.07% | 232 |
|
|
2021
Q4 | $7.29M | Buy |
28,677
+5,463
| +24% | +$1.54M | 0.08% | 201 |
|
|
2021
Q3 | $6.3M | Buy |
23,214
+985
| +4% | +$250K | 0.07% | 217 |
|
|
2021
Q2 | $5.43M | Buy |
22,229
+1,340
| +6% | +$309K | 0.06% | 243 |
|
|
2021
Q1 | $4.43M | Buy |
20,889
+4,685
| +29% | +$1.04M | 0.06% | 256 |
|
|
2020
Q4 | $3.61M | Buy |
16,204
+2,243
| +16% | +$545K | 0.06% | 245 |
|
|
2020
Q3 | $3.51M | Buy |
13,961
+1,418
| +11% | +$310K | 0.06% | 214 |
|
|
2020
Q2 | $2.35M | Sell |
12,543
-2,356
| -16% | -$397K | 0.04% | 274 |
|
|
2020
Q1 | $2.15M | Buy |
14,899
+133
| +0.9% | +$22.8K | 0.04% | 305 |
|
|
2019
Q4 | $2.4M | Buy |
14,766
+1,488
| +11% | +$233K | 0.04% | 330 |
|
|
2019
Q3 | $1.97M | Buy |
13,278
+3,677
| +38% | +$559K | 0.04% | 347 |
|
|
2019
Q2 | $1.46M | Sell |
9,601
-1,812
| -16% | -$284K | 0.03% | 391 |
|
|
2019
Q1 | $1.79M | Buy |
11,413
+1,506
| +15% | +$233K | 0.03% | 384 |
|
|
2018
Q4 | $1.36M | Buy |
9,907
+608
| +7% | +$83.6K | 0.03% | 412 |
|
|
2018
Q3 | $1.48M | Buy |
9,299
+515
| +6% | +$76.4K | 0.03% | 422 |
|
|
2018
Q2 | $1.2M | Buy |
8,784
+273
| +3% | +$34.8K | 0.02% | 455 |
|
|
2018
Q1 | $990K | Buy |
8,511
+232
| +3% | +$26.6K | 0.02% | 472 |
|
|
2017
Q4 | $846K | Buy |
8,279
+132
| +2% | +$13.5K | 0.02% | 505 |
|
|
2017
Q3 | $761K | Buy |
8,147
+1,340
| +20% | +$123K | 0.01% | 566 |
|
|
2017
Q2 | $589K | Buy |
6,807
+160
| +2% | +$13.9K | 0.01% | 581 |
|
|
2017
Q1 | $548K | Sell |
6,647
-272
| -4% | -$21.7K | 0.01% | 586 |
|
|
2016
Q4 | $471K | Buy |
6,919
+3,083
| +80% | +$224K | 0.01% | 669 |
|
|
2016
Q3 | $273K | Sell |
3,836
-174
| -4% | -$13.6K | 0.01% | 828 |
|
|
2016
Q2 | $317K | Buy |
4,010
+1,194
| +42% | +$93.7K | 0.01% | 689 |
|
|
2016
Q1 | $206K | Sell |
2,816
-682
| -19% | -$47K | 0.01% | 823 |
|
|
2015
Q4 | $273K | Sell |
3,498
-342
| -9% | -$26.7K | 0.01% | 743 |
|
|
2015
Q3 | $263K | Buy |
3,840
+1,235
| +47% | +$87.5K | 0.01% | 725 |
|
|
2015
Q2 | $179K | Buy |
2,605
+300
| +13% | +$21.4K | 0.01% | 912 |
|
|
2015
Q1 | $151K | Sell |
2,305
-251
| -10% | -$15.6K | 0.01% | 976 |
|
|
2014
Q4 | $150K | Buy |
2,556
+1,611
| +170% | +$95K | ﹤0.01% | 966 |
|
|
2014
Q3 | $53K | Hold |
945
| – | – | ﹤0.01% | 1381 |
|
|
2014
Q2 | $54K | Sell |
945
-511
| -35% | -$27.6K | ﹤0.01% | 1380 |
|
|
2014
Q1 | $81K | Buy |
1,456
+88
| +6% | +$5.26K | ﹤0.01% | 1228 |
|
|
2013
Q4 | $74K | Buy |
1,368
+742
| +119% | +$39.7K | ﹤0.01% | 1194 |
|
|
2013
Q3 | $32K | Buy |
626
+606
| +3,030% | +$27.5K | ﹤0.01% | 1242 |
|
|
2013
Q2 | $0 | Buy |
+20
| New | +$826 | ﹤0.01% | 1688 |
|
Other funds holding CRM
D.A. Davidson & Co's CRM Position: Q2 2026 in Review
D.A. Davidson & Co increased its Salesforce (CRM) stake by 4.8% in Q2 2026, buying an estimated $333K and bringing the position to 40,980 shares worth $6.42M. The position accounts for 0.04% of the portfolio, ranked #360.
D.A. Davidson & Co first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.7M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- D.A. Davidson & Co held 40,980 shares of Salesforce worth $6.42M as of Q2 2026.
- D.A. Davidson & Co bought 1,892 Salesforce shares in Q2 2026, an estimated $333K.
- Salesforce made up 0.04% of D.A. Davidson & Co's portfolio in Q2 2026, its #360 holding.
- D.A. Davidson & Co first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
- D.A. Davidson & Co's Salesforce position peaked at $20.7M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.