Ellevest Inc’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.23M | Buy |
6,564
+310
| +5% | +$64.2K | 0.17% | 81 |
|
|
2025
Q4 | $1.66M | Sell |
6,254
-63
| -1% | -$15.7K | 0.23% | 62 |
|
|
2025
Q3 | $1.5M | Buy |
6,317
+8
| +0.1% | +$2.02K | 0.21% | 66 |
|
|
2025
Q2 | $1.72M | Sell |
6,309
-811
| -11% | -$217K | 0.27% | 48 |
|
|
2025
Q1 | $1.91M | Sell |
7,120
-862
| -11% | -$268K | 0.13% | 54 |
|
|
2024
Q4 | $2.67M | Sell |
7,982
-1,371
| -15% | -$438K | 0.15% | 47 |
|
|
2024
Q3 | $2.56M | Buy |
9,353
+4,389
| +88% | +$1.12M | 0.14% | 50 |
|
|
2024
Q2 | $1.28M | Buy |
4,964
+210
| +4% | +$56.2K | 0.08% | 76 |
|
|
2024
Q1 | $1.43M | Buy |
4,754
+180
| +4% | +$51.9K | 0.09% | 70 |
|
|
2023
Q4 | $1.2M | Sell |
4,574
-274
| -6% | -$62K | 0.08% | 70 |
|
|
2023
Q3 | $983K | Buy |
4,848
+219
| +5% | +$47.3K | 0.08% | 70 |
|
|
2023
Q2 | $978K | Buy |
4,629
+659
| +17% | +$135K | 0.07% | 66 |
|
|
2023
Q1 | $793K | Buy |
3,970
+1,193
| +43% | +$202K | 0.06% | 74 |
|
|
2022
Q4 | $368K | Buy |
2,777
+151
| +6% | +$22K | 0.03% | 191 |
|
|
2022
Q3 | $378K | Sell |
2,626
-413
| -14% | -$70K | 0.04% | 132 |
|
|
2022
Q2 | $502K | Sell |
3,039
-590
| -16% | -$104K | 0.05% | 100 |
|
|
2022
Q1 | $771K | Buy |
3,629
+229
| +7% | +$49.3K | 0.07% | 67 |
|
|
2021
Q4 | $864K | Buy |
3,400
+179
| +6% | +$50.3K | 0.08% | 60 |
|
|
2021
Q3 | $874K | Buy |
3,221
+756
| +31% | +$192K | 0.09% | 57 |
|
|
2021
Q2 | $602K | Buy |
2,465
+246
| +11% | +$56.7K | 0.06% | 75 |
|
|
2021
Q1 | $470K | Buy |
2,219
+83
| +4% | +$18.5K | 0.06% | 84 |
|
|
2020
Q4 | $475K | Sell |
2,136
-298
| -12% | -$72.5K | 0.07% | 69 |
|
|
2020
Q3 | $612K | Buy |
2,434
+164
| +7% | +$35.9K | 0.11% | 48 |
|
|
2020
Q2 | $425K | Buy |
2,270
+580
| +34% | +$97.7K | 0.09% | 54 |
|
|
2020
Q1 | $243K | Buy |
1,690
+1,217
| +257% | +$209K | 0.07% | 74 |
|
|
2019
Q4 | $77K | Buy |
473
+359
| +315% | +$56.3K | 0.02% | 127 |
|
|
2019
Q3 | $17K | Buy |
114
+32
| +39% | +$4.86K | 0.01% | 186 |
|
|
2019
Q2 | $12K | Sell |
82
-26
| -24% | -$4.07K | ﹤0.01% | 233 |
|
|
2019
Q1 | $17K | Buy |
108
+48
| +80% | +$7.44K | 0.01% | 153 |
|
|
2018
Q4 | $8K | Buy |
+60
| New | +$8.25K | ﹤0.01% | 394 |
|
Other funds holding CRM
VCM
VPM
Ellevest Inc's CRM Position: Q1 2026 in Review
Ellevest Inc increased its Salesforce (CRM) stake by 5% in Q1 2026, buying an estimated $64.2K and bringing the position to 6,564 shares worth $1.23M. The position accounts for 0.17% of the portfolio, ranked #81.
Ellevest Inc first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.67M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Ellevest Inc held 6,564 shares of Salesforce worth $1.23M as of Q1 2026.
- Ellevest Inc bought 310 Salesforce shares in Q1 2026, an estimated $64.2K.
- Salesforce made up 0.17% of Ellevest Inc's portfolio in Q1 2026, its #81 holding.
- Ellevest Inc first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
- Ellevest Inc's Salesforce position peaked at $2.67M in Q4 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.