Geneos Wealth 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 | $3.7M | Buy |
23,606
+4,648
| +25% | +$817K | 0.08% | 271 |
|
|
2026
Q1 | $3.54M | Buy |
18,958
+691
| +4% | +$143K | 0.08% | 264 |
|
|
2025
Q4 | $4.84M | Buy |
18,267
+919
| +5% | +$228K | 0.12% | 208 |
|
|
2025
Q3 | $4.11M | Sell |
17,348
-3,138
| -15% | -$791K | 0.1% | 232 |
|
|
2025
Q2 | $5.59M | Buy |
20,486
+2,966
| +17% | +$793K | 0.14% | 185 |
|
|
2025
Q1 | $4.7M | Buy |
17,520
+3,376
| +24% | +$1.05M | 0.16% | 159 |
|
|
2024
Q4 | $4.73M | Sell |
14,144
-90
| -0.6% | -$28.7K | 0.17% | 145 |
|
|
2024
Q3 | $3.9M | Buy |
14,234
+2,404
| +20% | +$616K | 0.15% | 167 |
|
|
2024
Q2 | $3.04M | Buy |
11,830
+450
| +4% | +$120K | 0.14% | 176 |
|
|
2024
Q1 | $3.43M | Sell |
11,380
-994
| -8% | -$287K | 0.16% | 162 |
|
|
2023
Q4 | $3.26M | Sell |
12,374
-1,634
| -12% | -$370K | 0.16% | 156 |
|
|
2023
Q3 | $2.84M | Buy |
14,008
+1,037
| +8% | +$224K | 0.15% | 166 |
|
|
2023
Q2 | $2.74M | Buy |
12,971
+3,313
| +34% | +$676K | 0.14% | 170 |
|
|
2023
Q1 | $1.93M | Sell |
9,658
-2,789
| -22% | -$471K | 0.12% | 202 |
|
|
2022
Q4 | $1.65M | Sell |
12,447
-2,810
| -18% | -$410K | 0.1% | 202 |
|
|
2022
Q3 | $2.19M | Buy |
15,257
+13,861
| +993% | +$2.35M | 0.15% | 147 |
|
|
2022
Q2 | $234K | Sell |
1,396
-272
| -16% | -$48.1K | 0.01% | 694 |
|
|
2022
Q1 | $354K | Sell |
1,668
-181
| -10% | -$39K | 0.02% | 622 |
|
|
2021
Q4 | $469K | Sell |
1,849
-99
| -5% | -$27.8K | 0.02% | 594 |
|
|
2021
Q3 | $536K | Buy |
1,948
+298
| +18% | +$75.7K | 0.02% | 544 |
|
|
2021
Q2 | $409K | Sell |
1,650
-2,448
| -60% | -$564K | 0.02% | 614 |
|
|
2021
Q1 | $943K | Sell |
4,098
-24
| -0.6% | -$5.34K | 0.03% | 437 |
|
|
2020
Q4 | $431K | Buy |
4,122
+2,986
| +263% | +$726K | 0.02% | 578 |
|
|
2020
Q3 | $275K | Buy |
1,136
+85
| +8% | +$18.6K | 0.01% | 583 |
|
|
2020
Q2 | $192K | Sell |
1,051
-142
| -12% | -$23.9K | 0.01% | 686 |
|
|
2020
Q1 | $174K | Sell |
1,193
-226
| -16% | -$38.7K | 0.01% | 651 |
|
|
2019
Q4 | $234K | Buy |
1,419
+205
| +17% | +$32.1K | 0.01% | 646 |
|
|
2019
Q3 | $179K | Buy |
1,214
+376
| +45% | +$57.1K | 0.01% | 691 |
|
|
2019
Q2 | $127K | Sell |
838
-295
| -26% | -$46.2K | 0.01% | 819 |
|
|
2019
Q1 | $179K | Sell |
1,133
-22
| -2% | -$3.41K | 0.01% | 680 |
|
|
2018
Q4 | $155K | Buy |
1,155
+75
| +7% | +$10.3K | 0.01% | 679 |
|
|
2018
Q3 | $171K | Sell |
1,080
-79
| -7% | -$11.7K | 0.01% | 696 |
|
|
2018
Q2 | $158K | Buy |
1,159
+221
| +24% | +$28.2K | 0.01% | 622 |
|
|
2018
Q1 | $109K | Buy |
938
+245
| +35% | +$28.1K | 0.01% | 727 |
|
|
2017
Q4 | $70K | Hold |
693
| – | – | 0.01% | 874 |
|
|
2017
Q3 | $64K | Buy |
693
+600
| +645% | +$55.2K | 0.01% | 850 |
|
|
2017
Q2 | $8K | Sell |
93
-29
| -24% | -$2.52K | ﹤0.01% | 1592 |
|
|
2017
Q1 | $10K | Hold |
122
| – | – | ﹤0.01% | 1472 |
|
|
2016
Q4 | $8K | Sell |
122
-170
| -58% | -$12.3K | ﹤0.01% | 1493 |
|
|
2016
Q3 | $20K | Buy |
292
+122
| +72% | +$9.52K | ﹤0.01% | 1130 |
|
|
2016
Q2 | $13K | Hold |
170
| – | – | ﹤0.01% | 1246 |
|
|
2016
Q1 | $12K | Buy |
+170
| New | +$11.7K | ﹤0.01% | 1245 |
|
Other funds holding CRM
Geneos Wealth Management's CRM Position: Q2 2026 in Review
Geneos Wealth Management increased its Salesforce (CRM) stake by 25% in Q2 2026, buying an estimated $817K and bringing the position to 23,606 shares worth $3.7M. The position accounts for 0.08% of the portfolio, ranked #271.
Geneos Wealth Management first reported a position in CRM in Q1 2016 and has held it in 42 quarters since. The position peaked at $5.59M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Geneos Wealth Management held 23,606 shares of Salesforce worth $3.7M as of Q2 2026.
- Geneos Wealth Management bought 4,648 Salesforce shares in Q2 2026, an estimated $817K.
- Salesforce made up 0.08% of Geneos Wealth Management's portfolio in Q2 2026, its #271 holding.
- Geneos Wealth Management first reported a position in Salesforce in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Salesforce position peaked at $5.59M in Q2 2025.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.