Freestone Capital Holdings’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 | $14.4M | Buy |
92,043
+10,791
| +13% | +$1.9M | 0.37% | 43 |
|
|
2026
Q1 | $15.2M | Sell |
81,252
-12,665
| -13% | -$2.62M | 0.46% | 36 |
|
|
2025
Q4 | $24.9M | Sell |
93,917
-2,299
| -2% | -$571K | 0.74% | 22 |
|
|
2025
Q3 | $22.8M | Buy |
96,216
+13,938
| +17% | +$3.52M | 0.7% | 20 |
|
|
2025
Q2 | $22.4M | Buy |
82,278
+4,863
| +6% | +$1.3M | 0.76% | 20 |
|
|
2025
Q1 | $20.8M | Sell |
77,415
-534
| -0.7% | -$166K | 0.77% | 21 |
|
|
2024
Q4 | $26.1M | Sell |
77,949
-3,301
| -4% | -$1.05M | 0.9% | 18 |
|
|
2024
Q3 | $22.2M | Buy |
81,250
+13,746
| +20% | +$3.52M | 0.76% | 21 |
|
|
2024
Q2 | $17.4M | Buy |
67,504
+1,372
| +2% | +$367K | 0.62% | 28 |
|
|
2024
Q1 | $19.9M | Buy |
66,132
+947
| +1% | +$273K | 0.74% | 23 |
|
|
2023
Q4 | $17.2M | Buy |
65,185
+135
| +0.2% | +$30.6K | 0.77% | 21 |
|
|
2023
Q3 | $13.2M | Buy |
65,050
+5,257
| +9% | +$1.14M | 0.7% | 26 |
|
|
2023
Q2 | $12.6M | Sell |
59,793
-530
| -0.9% | -$108K | 0.51% | 32 |
|
|
2023
Q1 | $12.1M | Buy |
60,323
+99
| +0.2% | +$16.7K | 0.53% | 28 |
|
|
2022
Q4 | $7.99M | Sell |
60,224
-7,053
| -10% | -$1.03M | 0.37% | 53 |
|
|
2022
Q3 | $9.68M | Sell |
67,277
-9,570
| -12% | -$1.62M | 0.44% | 33 |
|
|
2022
Q2 | $12.7M | Sell |
76,847
-3,956
| -5% | -$699K | 0.48% | 29 |
|
|
2022
Q1 | $17.2M | Buy |
80,803
+11,602
| +17% | +$2.5M | 0.69% | 28 |
|
|
2021
Q4 | $17.6M | Buy |
69,201
+5,788
| +9% | +$1.63M | 0.74% | 27 |
|
|
2021
Q3 | $17.2M | Buy |
63,413
+10,851
| +21% | +$2.76M | 0.86% | 21 |
|
|
2021
Q2 | $12.8M | Sell |
52,562
-3,710
| -7% | -$855K | 0.64% | 33 |
|
|
2021
Q1 | $11.9M | Buy |
56,272
+1,005
| +2% | +$224K | 0.65% | 33 |
|
|
2020
Q4 | $12.3M | Buy |
55,267
+4,450
| +9% | +$1.08M | 0.72% | 26 |
|
|
2020
Q3 | $12.8M | Sell |
50,817
-2,283
| -4% | -$500K | 0.83% | 22 |
|
|
2020
Q2 | $9.95K | Sell |
53,100
-16,933
| -24% | -$2.85M | 0.12% | 35 |
|
|
2020
Q1 | $10.1K | Buy |
70,033
+44,866
| +178% | +$7.69M | 0.22% | 29 |
|
|
2019
Q4 | $4.09K | Buy |
25,167
+9,200
| +58% | +$1.44M | 0.08% | 103 |
|
|
2019
Q3 | $2.37K | Buy |
15,967
+7,267
| +84% | +$1.1M | 0.06% | 160 |
|
|
2019
Q2 | $1.32K | Buy |
8,700
+300
| +4% | +$47K | 0.03% | 209 |
|
|
2019
Q1 | $1.33M | Buy |
+8,400
| New | +$1.3M | 0.08% | 186 |
|
|
2013
Q4 | – | Sell |
-6,490
| Closed | -$991K | – | 309 |
|
|
2013
Q3 | $991K | Buy |
+6,490
| New | +$295K | 0.18% | 115 |
|
Other funds holding CRM
Freestone Capital Holdings's CRM Position: Q2 2026 in Review
Freestone Capital Holdings increased its Salesforce (CRM) stake by 13% in Q2 2026, buying an estimated $1.9M and bringing the position to 92,043 shares worth $14.4M. The position accounts for 0.37% of the portfolio, ranked #43.
Freestone Capital Holdings first reported a position in CRM in Q3 2013 and has held it in 31 quarters since. The position peaked at $26.1M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Freestone Capital Holdings held 92,043 shares of Salesforce worth $14.4M as of Q2 2026.
- Freestone Capital Holdings bought 10,791 Salesforce shares in Q2 2026, an estimated $1.9M.
- Salesforce made up 0.37% of Freestone Capital Holdings's portfolio in Q2 2026, its #43 holding.
- Freestone Capital Holdings first reported a position in Salesforce in Q3 2013 and has held it in 31 quarters since.
- Freestone Capital Holdings's Salesforce position peaked at $26.1M in Q4 2024.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.