FRG Family Wealth 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
Q1 | $1M | Sell |
5,376
-3,741
| -41% | -$775K | 0.16% | 87 |
|
|
2025
Q4 | $2.42M | Sell |
9,117
-3,789
| -29% | -$942K | 0.38% | 52 |
|
|
2025
Q3 | $3.06M | Sell |
12,906
-3,280
| -20% | -$827K | 0.49% | 46 |
|
|
2025
Q2 | $4.41M | Sell |
16,186
-295
| -2% | -$78.9K | 0.77% | 29 |
|
|
2025
Q1 | $4.42M | Sell |
16,481
-526
| -3% | -$164K | 0.85% | 29 |
|
|
2024
Q4 | $5.69M | Sell |
17,007
-975
| -5% | -$311K | 1.03% | 23 |
|
|
2024
Q3 | $4.92M | Sell |
17,982
-240
| -1% | -$61.5K | 0.88% | 31 |
|
|
2024
Q2 | $4.34M | Sell |
18,222
-275
| -1% | -$73.6K | 0.84% | 31 |
|
|
2024
Q1 | $4.97M | Sell |
18,497
-135
| -0.7% | -$39K | 0.98% | 26 |
|
|
2023
Q4 | $4.9M | Sell |
18,632
-1,302
| -7% | -$295K | 0.99% | 27 |
|
|
2023
Q3 | $4.04M | Buy |
19,934
+309
| +2% | +$66.8K | 0.91% | 29 |
|
|
2023
Q2 | $4.15M | Sell |
19,625
-2,143
| -10% | -$437K | 0.91% | 28 |
|
|
2023
Q1 | $4.35M | Sell |
21,768
-578
| -3% | -$97.6K | 0.99% | 29 |
|
|
2022
Q4 | $2.96M | Sell |
22,346
-2,040
| -8% | -$298K | 0.71% | 38 |
|
|
2022
Q3 | $3.51M | Buy |
24,386
+307
| +1% | +$52.1K | 0.87% | 32 |
|
|
2022
Q2 | $3.97M | Buy |
24,079
+855
| +4% | +$151K | 0.92% | 31 |
|
|
2022
Q1 | $4.93M | Sell |
23,224
-160
| -0.7% | -$34.4K | 0.96% | 29 |
|
|
2021
Q4 | $5.94M | Sell |
23,384
-2,230
| -9% | -$627K | 1.11% | 28 |
|
|
2021
Q3 | $6.95M | Buy |
25,614
+1,615
| +7% | +$410K | 1.36% | 19 |
|
|
2021
Q2 | $5.86M | Buy |
23,999
+3,610
| +18% | +$832K | 1.11% | 27 |
|
|
2021
Q1 | $4.32M | Buy |
20,389
+2,840
| +16% | +$632K | 0.88% | 31 |
|
|
2020
Q4 | $3.9M | Sell |
17,549
-295
| -2% | -$71.7K | 0.85% | 32 |
|
|
2020
Q3 | $4.49M | Sell |
17,844
-400
| -2% | -$87.6K | 1.09% | 27 |
|
|
2020
Q2 | $3.42M | Buy |
18,244
+130
| +0.7% | +$21.9K | 0.9% | 31 |
|
|
2020
Q1 | $2.61M | Buy |
18,114
+1,128
| +7% | +$193K | 0.79% | 36 |
|
|
2019
Q4 | $2.76M | Sell |
16,986
-725
| -4% | -$114K | 0.67% | 42 |
|
|
2019
Q3 | $2.63M | Buy |
17,711
+1,446
| +9% | +$220K | 0.68% | 46 |
|
|
2019
Q2 | $2.47M | Buy |
16,265
+3,330
| +26% | +$522K | 0.65% | 47 |
|
|
2019
Q1 | $2.05M | Buy |
12,935
+915
| +8% | +$142K | 0.58% | 49 |
|
|
2018
Q4 | $1.65M | Buy |
12,020
+2,340
| +24% | +$322K | 0.54% | 54 |
|
|
2018
Q3 | $1.54M | Buy |
9,680
+5,739
| +146% | +$852K | 0.42% | 65 |
|
|
2018
Q2 | $538K | Buy |
+3,941
| New | +$503K | 0.16% | 99 |
|
Other funds holding CRM
VCM
VPM
FRG Family Wealth Advisors's CRM Position: Q1 2026 in Review
FRG Family Wealth Advisors reduced its Salesforce (CRM) stake by 41% in Q1 2026, selling an estimated $775K and leaving 5,376 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #87.
FRG Family Wealth Advisors first reported a position in CRM in Q2 2018 and has held it in 32 quarters since. The position peaked at $6.95M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- FRG Family Wealth Advisors held 5,376 shares of Salesforce worth $1M as of Q1 2026.
- FRG Family Wealth Advisors sold 3,741 Salesforce shares in Q1 2026, an estimated $775K.
- Salesforce made up 0.16% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #87 holding.
- FRG Family Wealth Advisors first reported a position in Salesforce in Q2 2018 and has held it in 32 quarters since.
- FRG Family Wealth Advisors's Salesforce position peaked at $6.95M in Q3 2021.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.