Gill Capital Partners’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
$164K Sell
880
-216
-20% -$44.8K 0.05% 151
2025
Q4
$290K Sell
1,096
-27
-2% -$6.71K 0.09% 102
2025
Q3
$266K Buy
1,123
+22
+2% +$5.55K 0.08% 110
2025
Q2
$300K Buy
1,101
+197
+22% +$52.7K 0.1% 101
2025
Q1
$243K Sell
904
-2
-0.2% -$622 0.08% 111
2024
Q4
$303K Hold
906
0.11% 94
2024
Q3
$248K Buy
906
+63
+7% +$16.1K 0.09% 104
2024
Q2
$217K Buy
843
+68
+9% +$18.2K 0.08% 111
2024
Q1
$208K Hold
775
0.08% 109
2023
Q4
$204K Buy
+775
New +$175K 0.09% 116
2023
Q2
Sell
-1,064
Closed -$213K 130
2023
Q1
$213K Buy
+1,064
New +$180K 0.1% 111
2022
Q3
Sell
-1,348
Closed -$286K 119
2022
Q2
$286K Hold
1,348
0.13% 91
2022
Q1
$286K Buy
+1,348
New +$290K 0.13% 91

Other funds holding CRM

Gill Capital Partners's CRM Position: Q1 2026 in Review

Gill Capital Partners reduced its Salesforce (CRM) stake by 20% in Q1 2026, selling an estimated $44.8K and leaving 880 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #151.

Gill Capital Partners first reported a position in CRM in Q1 2022 and has held it in 13 quarters since. The position peaked at $303K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Gill Capital Partners held 880 shares of Salesforce worth $164K as of Q1 2026.
  • Gill Capital Partners sold 216 Salesforce shares in Q1 2026, an estimated $44.8K.
  • Salesforce made up 0.05% of Gill Capital Partners's portfolio in Q1 2026, its #151 holding.
  • Gill Capital Partners first reported a position in Salesforce in Q1 2022 and has held it in 13 quarters since.
  • Gill Capital Partners's Salesforce position peaked at $303K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Gill Capital Partners's 13F filing for Q1 2026, filed 13 Apr 2026.