First Trust Advisors’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 | $702M | Buy |
4,484,194
+771,326
| +21% | +$136M | 0.41% | 41 |
|
|
2026
Q1 | $693M | Buy |
3,712,868
+358,166
| +11% | +$74.2M | 0.5% | 26 |
|
|
2025
Q4 | $889M | Sell |
3,354,702
-7,762
| -0.2% | -$1.93M | 0.65% | 13 |
|
|
2025
Q3 | $797M | Buy |
3,362,464
+688,991
| +26% | +$174M | 0.59% | 17 |
|
|
2025
Q2 | $729M | Buy |
2,673,473
+52,035
| +2% | +$13.9M | 0.59% | 20 |
|
|
2025
Q1 | $703M | Buy |
2,621,438
+805,387
| +44% | +$250M | 0.62% | 17 |
|
|
2024
Q4 | $607M | Sell |
1,816,051
-14,999
| -0.8% | -$4.79M | 0.54% | 24 |
|
|
2024
Q3 | $501M | Buy |
1,831,050
+186,599
| +11% | +$47.8M | 0.48% | 26 |
|
|
2024
Q2 | $423M | Buy |
1,644,451
+144,360
| +10% | +$38.6M | 0.43% | 35 |
|
|
2024
Q1 | $452M | Buy |
1,500,091
+13,237
| +0.9% | +$3.82M | 0.46% | 29 |
|
|
2023
Q4 | $391M | Sell |
1,486,854
-242,075
| -14% | -$54.8M | 0.43% | 32 |
|
|
2023
Q3 | $351M | Buy |
1,728,929
+64,350
| +4% | +$13.9M | 0.42% | 33 |
|
|
2023
Q2 | $352M | Buy |
1,664,579
+155,185
| +10% | +$31.7M | 0.4% | 37 |
|
|
2023
Q1 | $302M | Sell |
1,509,394
-189,170
| -11% | -$32M | 0.35% | 44 |
|
|
2022
Q4 | $225M | Sell |
1,698,564
-142,703
| -8% | -$20.8M | 0.27% | 79 |
|
|
2022
Q3 | $265M | Sell |
1,841,267
-9,086
| -0.5% | -$1.54M | 0.34% | 45 |
|
|
2022
Q2 | $305M | Sell |
1,850,353
-192,371
| -9% | -$34M | 0.38% | 38 |
|
|
2022
Q1 | $434M | Sell |
2,042,724
-338,937
| -14% | -$72.9M | 0.44% | 23 |
|
|
2021
Q4 | $605M | Sell |
2,381,661
-164,416
| -6% | -$46.2M | 0.59% | 14 |
|
|
2021
Q3 | $691M | Sell |
2,546,077
-45,820
| -2% | -$11.6M | 0.74% | 5 |
|
|
2021
Q2 | $633M | Sell |
2,591,897
-56,199
| -2% | -$13M | 0.69% | 7 |
|
|
2021
Q1 | $561M | Sell |
2,648,096
-324,840
| -11% | -$72.3M | 0.68% | 10 |
|
|
2020
Q4 | $662M | Buy |
2,972,936
+364,865
| +14% | +$88.7M | 0.88% | 5 |
|
|
2020
Q3 | $655M | Sell |
2,608,071
-380,893
| -13% | -$83.4M | 1.05% | 6 |
|
|
2020
Q2 | $560M | Buy |
2,988,964
+440,570
| +17% | +$74.2M | 0.97% | 7 |
|
|
2020
Q1 | $367M | Sell |
2,548,394
-137,645
| -5% | -$23.6M | 0.83% | 8 |
|
|
2019
Q4 | $437M | Sell |
2,686,039
-192,417
| -7% | -$30.2M | 0.75% | 11 |
|
|
2019
Q3 | $427M | Sell |
2,878,456
-546,050
| -16% | -$83M | 0.8% | 11 |
|
|
2019
Q2 | $520M | Sell |
3,424,506
-333,331
| -9% | -$52.2M | 0.98% | 11 |
|
|
2019
Q1 | $595M | Sell |
3,757,837
-36,607
| -1% | -$5.67M | 1.18% | 4 |
|
|
2018
Q4 | $520M | Sell |
3,794,444
-345,293
| -8% | -$47.5M | 1.23% | 6 |
|
|
2018
Q3 | $658M | Sell |
4,139,737
-33,194
| -0.8% | -$4.93M | 1.23% | 9 |
|
|
2018
Q2 | $569M | Buy |
4,172,931
+393,682
| +10% | +$50.2M | 1.18% | 10 |
|
|
2018
Q1 | $440M | Buy |
3,779,249
+395,338
| +12% | +$45.4M | 1.01% | 11 |
|
|
2017
Q4 | $346M | Buy |
3,383,911
+345,199
| +11% | +$35.2M | 0.82% | 12 |
|
|
2017
Q3 | $284M | Sell |
3,038,712
-78,044
| -3% | -$7.18M | 0.73% | 13 |
|
|
2017
Q2 | $270M | Buy |
3,116,756
+362,969
| +13% | +$31.6M | 0.72% | 12 |
|
|
2017
Q1 | $227M | Sell |
2,753,787
-2,293
| -0.1% | -$183K | 0.63% | 16 |
|
|
2016
Q4 | $189M | Sell |
2,756,080
-19,467
| -0.7% | -$1.41M | 0.56% | 18 |
|
|
2016
Q3 | $198M | Buy |
2,775,547
+475,786
| +21% | +$37.1M | 0.59% | 13 |
|
|
2016
Q2 | $183M | Sell |
2,299,761
-321,418
| -12% | -$25.2M | 0.58% | 12 |
|
|
2016
Q1 | $194M | Sell |
2,621,179
-1,047,245
| -29% | -$72.1M | 0.62% | 10 |
|
|
2015
Q4 | $288M | Buy |
3,668,424
+556,715
| +18% | +$43.5M | 0.75% | 10 |
|
|
2015
Q3 | $216M | Buy |
3,111,709
+746,631
| +32% | +$52.9M | 0.63% | 10 |
|
|
2015
Q2 | $165M | Buy |
2,365,078
+236,420
| +11% | +$16.8M | 0.43% | 30 |
|
|
2015
Q1 | $142M | Buy |
2,128,658
+264,108
| +14% | +$16.4M | 0.42% | 32 |
|
|
2014
Q4 | $111M | Buy |
1,864,550
+160,151
| +9% | +$9.44M | 0.37% | 36 |
|
|
2014
Q3 | $98.1M | Sell |
1,704,399
-117,648
| -6% | -$6.63M | 0.39% | 30 |
|
|
2014
Q2 | $106M | Sell |
1,822,047
-159,671
| -8% | -$8.62M | 0.44% | 15 |
|
|
2014
Q1 | $113M | Buy |
1,981,718
+236,226
| +14% | +$14.1M | 0.5% | 10 |
|
|
2013
Q4 | $96.3M | Buy |
1,745,492
+305,243
| +21% | +$16.3M | 0.47% | 17 |
|
|
2013
Q3 | $74.8M | Buy |
1,440,249
+167,382
| +13% | +$7.6M | 0.41% | 21 |
|
|
2013
Q2 | $48.6M | Buy |
+1,272,867
| New | +$52.5M | 0.32% | 43 |
|
Other funds holding CRM
VCM
VPM
First Trust Advisors's CRM Position: Q2 2026 in Review
First Trust Advisors increased its Salesforce (CRM) stake by 21% in Q2 2026, buying an estimated $136M and bringing the position to 4,484,194 shares worth $702M. The position accounts for 0.41% of the portfolio, ranked #41.
First Trust Advisors first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $889M in Q4 2025. 2,096 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- First Trust Advisors held 4,484,194 shares of Salesforce worth $702M as of Q2 2026.
- First Trust Advisors bought 771,326 Salesforce shares in Q2 2026, an estimated $136M.
- Salesforce made up 0.41% of First Trust Advisors's portfolio in Q2 2026, its #41 holding.
- First Trust Advisors first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
- First Trust Advisors's Salesforce position peaked at $889M in Q4 2025.
- 2,096 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.