F.L. Putnam Investment Management’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 | $5.67M | Buy |
36,217
+21,491
| +146% | +$3.78M | 0.07% | 188 |
|
|
2026
Q1 | $2.75M | Sell |
14,726
-51,929
| -78% | -$10.8M | 0.04% | 220 |
|
|
2025
Q4 | $17.7M | Sell |
66,655
-11,333
| -15% | -$2.82M | 0.26% | 73 |
|
|
2025
Q3 | $18.5M | Sell |
77,988
-3,879
| -5% | -$978K | 0.28% | 67 |
|
|
2025
Q2 | $22.3M | Sell |
81,867
-13,863
| -14% | -$3.71M | 0.38% | 53 |
|
|
2025
Q1 | $25.7M | Buy |
95,730
+15,749
| +20% | +$4.9M | 0.48% | 47 |
|
|
2024
Q4 | $26.7M | Sell |
79,981
-10,506
| -12% | -$3.35M | 0.49% | 46 |
|
|
2024
Q3 | $21.4M | Buy |
90,487
+4,147
| +5% | +$1.06M | 0.38% | 54 |
|
|
2024
Q2 | $22.2M | Buy |
86,340
+19,182
| +29% | +$5.13M | 0.42% | 55 |
|
|
2024
Q1 | $20.2M | Buy |
67,158
+342
| +0.5% | +$98.7K | 0.43% | 53 |
|
|
2023
Q4 | $17.6M | Buy |
66,816
+7,414
| +12% | +$1.68M | 0.41% | 56 |
|
|
2023
Q3 | $12M | Buy |
59,402
+1,807
| +3% | +$390K | 0.33% | 69 |
|
|
2023
Q2 | $12.2M | Buy |
57,595
+5,604
| +11% | +$1.14M | 0.33% | 68 |
|
|
2023
Q1 | $10.4M | Buy |
51,991
+15,059
| +41% | +$2.54M | 0.34% | 69 |
|
|
2022
Q4 | $4.9M | Buy |
36,932
+8,936
| +32% | +$1.3M | 0.18% | 112 |
|
|
2022
Q3 | $4.03M | Sell |
27,996
-311
| -1% | -$52.7K | 0.16% | 119 |
|
|
2022
Q2 | $4.67M | Sell |
28,307
-215
| -0.8% | -$38K | 0.17% | 120 |
|
|
2022
Q1 | $6.06M | Buy |
28,522
+600
| +2% | +$129K | 0.19% | 105 |
|
|
2021
Q4 | $7.1M | Buy |
27,922
+395
| +1% | +$111K | 0.22% | 91 |
|
|
2021
Q3 | $7.47M | Buy |
27,527
+1,654
| +6% | +$420K | 0.25% | 79 |
|
|
2021
Q2 | $6.32M | Sell |
25,873
-1,974
| -7% | -$455K | 0.22% | 92 |
|
|
2021
Q1 | $5.9M | Sell |
27,847
-7,800
| -22% | -$1.74M | 0.26% | 79 |
|
|
2020
Q4 | $7.93M | Buy |
35,647
+590
| +2% | +$143K | 0.37% | 69 |
|
|
2020
Q3 | $8.81M | Sell |
35,057
-1,315
| -4% | -$288K | 0.48% | 55 |
|
|
2020
Q2 | $6.81M | Buy |
36,372
+19,315
| +113% | +$3.25M | 0.41% | 61 |
|
|
2020
Q1 | $2.46M | Buy |
17,057
+116
| +0.7% | +$19.9K | 0.19% | 101 |
|
|
2019
Q4 | $2.75M | Buy |
16,941
+1,059
| +7% | +$166K | 0.17% | 111 |
|
|
2019
Q3 | $2.36M | Sell |
15,882
-4,531
| -22% | -$689K | 0.17% | 109 |
|
|
2019
Q2 | $3.1M | Sell |
20,413
-1,015
| -5% | -$159K | 0.25% | 93 |
|
|
2019
Q1 | $3.39M | Buy |
21,428
+36
| +0.2% | +$5.58K | 0.29% | 88 |
|
|
2018
Q4 | $2.93M | Buy |
21,392
+97
| +0.5% | +$13.3K | 0.32% | 85 |
|
|
2018
Q3 | $3.39M | Buy |
21,295
+7,251
| +52% | +$1.08M | 0.31% | 87 |
|
|
2018
Q2 | $1.92M | Buy |
14,044
+10,025
| +249% | +$1.28M | 0.19% | 113 |
|
|
2018
Q1 | $467K | Buy |
+4,019
| New | +$462K | 0.04% | 181 |
|
Other funds holding CRM
F.L. Putnam Investment Management's CRM Position: Q2 2026 in Review
F.L. Putnam Investment Management increased its Salesforce (CRM) stake by 146% in Q2 2026, buying an estimated $3.78M and bringing the position to 36,217 shares worth $5.67M. The position accounts for 0.07% of the portfolio, ranked #188.
F.L. Putnam Investment Management first reported a position in CRM in Q1 2018 and has held it in 34 quarters since. The position peaked at $26.7M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- F.L. Putnam Investment Management held 36,217 shares of Salesforce worth $5.67M as of Q2 2026.
- F.L. Putnam Investment Management bought 21,491 Salesforce shares in Q2 2026, an estimated $3.78M.
- Salesforce made up 0.07% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #188 holding.
- F.L. Putnam Investment Management first reported a position in Salesforce in Q1 2018 and has held it in 34 quarters since.
- F.L. Putnam Investment Management's Salesforce position peaked at $26.7M in Q4 2024.
- 1,638 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.