Glen Eagle 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 | $1.46M | Sell |
7,815
-3,283
| -30% | -$680K | 0.2% | 86 |
|
|
2025
Q4 | $2.94M | Buy |
11,098
+673
| +6% | +$167K | 0.4% | 47 |
|
|
2025
Q3 | $2.47M | Buy |
10,425
+2,631
| +34% | +$664K | 0.34% | 55 |
|
|
2025
Q2 | $2.13M | Buy |
7,794
+1,289
| +20% | +$345K | 0.33% | 58 |
|
|
2025
Q1 | $1.75M | Buy |
6,505
+1,346
| +26% | +$419K | 0.29% | 64 |
|
|
2024
Q4 | $1.72M | Buy |
5,159
+476
| +10% | +$152K | 0.29% | 67 |
|
|
2024
Q3 | $1.28M | Buy |
4,683
+1,037
| +28% | +$266K | 0.22% | 84 |
|
|
2024
Q2 | $937K | Buy |
3,646
+18
| +0.5% | +$4.82K | 0.17% | 102 |
|
|
2024
Q1 | $1.09M | Buy |
3,628
+13
| +0.4% | +$3.75K | 0.21% | 90 |
|
|
2023
Q4 | $951K | Sell |
3,615
-171
| -5% | -$38.7K | 0.2% | 97 |
|
|
2023
Q3 | $768K | Sell |
3,786
-23
| -0.6% | -$4.97K | 0.18% | 101 |
|
|
2023
Q2 | $805K | Buy |
3,809
+13
| +0.3% | +$2.65K | 0.19% | 97 |
|
|
2023
Q1 | $758K | Buy |
3,796
+110
| +3% | +$18.6K | 0.19% | 100 |
|
|
2022
Q4 | $489K | Sell |
3,686
-176
| -5% | -$25.7K | 0.13% | 132 |
|
|
2022
Q3 | $556K | Sell |
3,862
-122
| -3% | -$20.7K | 0.16% | 115 |
|
|
2022
Q2 | $658K | Sell |
3,984
-135
| -3% | -$23.9K | 0.18% | 110 |
|
|
2022
Q1 | $875K | Buy |
4,119
+218
| +6% | +$46.9K | 0.23% | 95 |
|
|
2021
Q4 | $991K | Buy |
3,901
+366
| +10% | +$103K | 0.26% | 86 |
|
|
2021
Q3 | $959K | Sell |
3,535
-22
| -0.6% | -$5.59K | 0.28% | 74 |
|
|
2021
Q2 | $869K | Buy |
3,557
+151
| +4% | +$34.8K | 0.27% | 87 |
|
|
2021
Q1 | $722K | Buy |
3,406
+213
| +7% | +$47.4K | 0.25% | 89 |
|
|
2020
Q4 | $711K | Buy |
3,193
+482
| +18% | +$117K | 0.28% | 74 |
|
|
2020
Q3 | $681K | Buy |
2,711
+70
| +3% | +$15.3K | 0.31% | 74 |
|
|
2020
Q2 | $495K | Buy |
2,641
+467
| +21% | +$78.7K | 0.25% | 85 |
|
|
2020
Q1 | $313K | Sell |
2,174
-36
| -2% | -$6.17K | 0.22% | 100 |
|
|
2019
Q4 | $359K | Hold |
2,210
| – | – | 0.19% | 109 |
|
|
2019
Q3 | $328K | Sell |
2,210
-14
| -0.6% | -$2.13K | 0.22% | 96 |
|
|
2019
Q2 | $337K | Hold |
2,224
| – | – | 0.23% | 96 |
|
|
2019
Q1 | $352K | Buy |
2,224
+25
| +1% | +$3.88K | 0.26% | 89 |
|
|
2018
Q4 | $301K | Buy |
2,199
+1,605
| +270% | +$221K | 0.25% | 86 |
|
|
2018
Q3 | $94.5K | Buy |
594
+14
| +2% | +$2.08K | 0.07% | 208 |
|
|
2018
Q2 | $79.1K | Buy |
580
+8
| +1% | +$1.02K | 0.06% | 223 |
|
|
2018
Q1 | $66.5K | Buy |
572
+12
| +2% | +$1.38K | 0.05% | 228 |
|
|
2017
Q4 | $57.2K | Buy |
560
+68
| +14% | +$6.93K | 0.05% | 233 |
|
|
2017
Q3 | $46K | Buy |
492
+12
| +3% | +$1.1K | 0.04% | 246 |
|
|
2017
Q2 | $41.6K | Hold |
480
| – | – | 0.03% | 232 |
|
|
2017
Q1 | $39.6K | Hold |
480
| – | – | 0.03% | 223 |
|
|
2016
Q4 | $32.9K | Buy |
+480
| New | +$34.8K | 0.03% | 235 |
|
Other funds holding CRM
VCM
VPM
Glen Eagle Advisors's CRM Position: Q1 2026 in Review
Glen Eagle Advisors reduced its Salesforce (CRM) stake by 30% in Q1 2026, selling an estimated $680K and leaving 7,815 shares worth $1.46M. The position accounts for 0.2% of the portfolio, ranked #86.
Glen Eagle Advisors first reported a position in CRM in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.94M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Glen Eagle Advisors held 7,815 shares of Salesforce worth $1.46M as of Q1 2026.
- Glen Eagle Advisors sold 3,283 Salesforce shares in Q1 2026, an estimated $680K.
- Salesforce made up 0.2% of Glen Eagle Advisors's portfolio in Q1 2026, its #86 holding.
- Glen Eagle Advisors first reported a position in Salesforce in Q4 2016 and has held it in 38 quarters since.
- Glen Eagle Advisors's Salesforce position peaked at $2.94M in Q4 2025.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.