Emerald Advisers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200
| Closed | -$66.9K | – | 250 |
|
|
2024
Q4 | $66.9K | Hold |
200
| – | – | ﹤0.01% | 236 |
|
|
2024
Q3 | $54.7K | Hold |
200
| – | – | ﹤0.01% | 229 |
|
|
2024
Q2 | $51.4K | Sell |
200
-1,566
| -89% | -$419K | ﹤0.01% | 230 |
|
|
2024
Q1 | $532K | Buy |
1,766
+1,566
| +783% | +$452K | 0.02% | 176 |
|
|
2023
Q4 | $52.6K | Hold |
200
| – | – | ﹤0.01% | 228 |
|
|
2023
Q3 | $40.6K | Buy |
+200
| New | +$43.2K | ﹤0.01% | 217 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$26.5K | – | 224 |
|
|
2022
Q4 | $26.5K | Hold |
200
| – | – | ﹤0.01% | 230 |
|
|
2022
Q3 | $29K | Hold |
200
| – | – | ﹤0.01% | 231 |
|
|
2022
Q2 | $33K | Hold |
200
| – | – | ﹤0.01% | 235 |
|
|
2022
Q1 | $42K | Sell |
200
-135
| -40% | -$29.1K | ﹤0.01% | 240 |
|
|
2021
Q4 | $85K | Buy |
+335
| New | +$94.1K | ﹤0.01% | 244 |
|
|
2021
Q3 | – | Sell |
-335
| Closed | -$82K | – | 255 |
|
|
2021
Q2 | $82K | Buy |
+335
| New | +$77.2K | ﹤0.01% | 251 |
|
|
2021
Q1 | – | Sell |
-335
| Closed | -$75K | – | 260 |
|
|
2020
Q4 | $75K | Hold |
335
| – | – | ﹤0.01% | 257 |
|
|
2020
Q3 | $84K | Hold |
335
| – | – | ﹤0.01% | 244 |
|
|
2020
Q2 | $63K | Buy |
+335
| New | +$56.4K | ﹤0.01% | 244 |
|
|
2020
Q1 | – | Sell |
-1,658
| Closed | -$270K | – | 234 |
|
|
2019
Q4 | $270K | Hold |
1,658
| – | – | 0.01% | 221 |
|
|
2019
Q3 | $246K | Buy |
1,658
+130
| +9% | +$19.8K | 0.01% | 222 |
|
|
2019
Q2 | $232K | Hold |
1,528
| – | – | 0.01% | 228 |
|
|
2019
Q1 | $242K | Buy |
+1,528
| New | +$237K | 0.01% | 228 |
|
|
2018
Q4 | – | Sell |
-2,232
| Closed | -$355K | – | 251 |
|
|
2018
Q3 | $355K | Hold |
2,232
| – | – | 0.01% | 225 |
|
|
2018
Q2 | $304K | Sell |
2,232
-261
| -10% | -$33.3K | 0.01% | 227 |
|
|
2018
Q1 | $290K | Hold |
2,493
| – | – | 0.01% | 228 |
|
|
2017
Q4 | $255K | Sell |
2,493
-70
| -3% | -$7.13K | 0.01% | 227 |
|
|
2017
Q3 | $239K | Hold |
2,563
| – | – | 0.01% | 218 |
|
|
2017
Q2 | $222K | Hold |
2,563
| – | – | 0.01% | 210 |
|
|
2017
Q1 | $211K | Buy |
+2,563
| New | +$205K | 0.01% | 216 |
|
|
2014
Q3 | – | Sell |
-17,783
| Closed | -$1.03M | – | 360 |
|
|
2014
Q2 | $1.03M | Sell |
17,783
-15,166
| -46% | -$819K | 0.06% | 250 |
|
|
2014
Q1 | $1.88M | Buy |
32,949
+377
| +1% | +$22.5K | 0.11% | 202 |
|
|
2013
Q4 | $1.8M | Sell |
32,572
-537
| -2% | -$28.7K | 0.1% | 200 |
|
|
2013
Q3 | $1.72M | Buy |
33,109
+8,492
| +34% | +$385K | 0.1% | 207 |
|
|
2013
Q2 | $940K | Buy |
+24,617
| New | +$1.02M | 0.06% | 241 |
|
Other funds holding CRM
Emerald Advisers's CRM Position: Q1 2025 in Review
Emerald Advisers sold out of Salesforce (CRM) in Q1 2025, closing a stake of 200 shares — an estimated $66.9K sold.
Emerald Advisers first reported a position in CRM in Q2 2013 and held it in 31 quarters. The position peaked at $1.88M in Q1 2014. 2,946 funds tracked by Wall St. Rank hold CRM as of Q1 2025.
- Emerald Advisers reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
- Emerald Advisers sold 200 Salesforce shares in Q1 2025, an estimated $66.9K.
- Emerald Advisers first reported a position in Salesforce in Q2 2013 and held it in 31 quarters.
- Emerald Advisers's Salesforce position peaked at $1.88M in Q1 2014.
- 2,946 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.
Based on Emerald Advisers's 13F filing for Q1 2025, filed 1 May 2025.