Glenview Trust’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 | $5.41M | Sell |
28,956
-68,542
| -70% | -$14.2M | 0.08% | 151 |
|
|
2025
Q4 | $25.8M | Sell |
97,498
-21,528
| -18% | -$5.35M | 0.4% | 53 |
|
|
2025
Q3 | $28.2M | Sell |
119,026
-7,815
| -6% | -$1.97M | 0.45% | 50 |
|
|
2025
Q2 | $34.6M | Buy |
126,841
+35,069
| +38% | +$9.38M | 0.6% | 34 |
|
|
2025
Q1 | $24.6M | Buy |
91,772
+36,931
| +67% | +$11.5M | 0.48% | 47 |
|
|
2024
Q4 | $18.3M | Buy |
54,841
+6,852
| +14% | +$2.19M | 0.34% | 67 |
|
|
2024
Q3 | $13.1M | Buy |
47,989
+10,023
| +26% | +$2.57M | 0.25% | 93 |
|
|
2024
Q2 | $9.76M | Buy |
37,966
+33,307
| +715% | +$8.91M | 0.2% | 100 |
|
|
2024
Q1 | $1.4M | Buy |
4,659
+163
| +4% | +$47K | 0.03% | 230 |
|
|
2023
Q4 | $1.18M | Buy |
4,496
+167
| +4% | +$37.8K | 0.03% | 237 |
|
|
2023
Q3 | $878K | Buy |
4,329
+555
| +15% | +$120K | 0.02% | 240 |
|
|
2023
Q2 | $797K | Buy |
3,774
+309
| +9% | +$63.1K | 0.02% | 258 |
|
|
2023
Q1 | $692K | Buy |
3,465
+167
| +5% | +$28.2K | 0.02% | 268 |
|
|
2022
Q4 | $437K | Buy |
3,298
+192
| +6% | +$28K | 0.01% | 320 |
|
|
2022
Q3 | $447K | Buy |
3,106
+15
| +0.5% | +$2.54K | 0.02% | 295 |
|
|
2022
Q2 | $510K | Sell |
3,091
-123
| -4% | -$21.7K | 0.02% | 274 |
|
|
2022
Q1 | $683K | Buy |
3,214
+243
| +8% | +$52.3K | 0.02% | 252 |
|
|
2021
Q4 | $755K | Buy |
2,971
+59
| +2% | +$16.6K | 0.03% | 238 |
|
|
2021
Q3 | $790K | Hold |
2,912
| – | – | 0.03% | 212 |
|
|
2021
Q2 | $711K | Sell |
2,912
-134
| -4% | -$30.9K | 0.03% | 220 |
|
|
2021
Q1 | $645K | Buy |
3,046
+3
| +0.1% | +$668 | 0.03% | 221 |
|
|
2020
Q4 | $677K | Buy |
3,043
+240
| +9% | +$58.4K | 0.03% | 210 |
|
|
2020
Q3 | $704K | Buy |
2,803
+204
| +8% | +$44.7K | 0.04% | 203 |
|
|
2020
Q2 | $487K | Sell |
2,599
-100
| -4% | -$16.9K | 0.03% | 229 |
|
|
2020
Q1 | $389K | Sell |
2,699
-137
| -5% | -$23.5K | 0.03% | 233 |
|
|
2019
Q4 | $461K | Buy |
2,836
+78
| +3% | +$12.2K | 0.03% | 245 |
|
|
2019
Q3 | $409K | Hold |
2,758
| – | – | 0.02% | 256 |
|
|
2019
Q2 | $418K | Sell |
2,758
-20
| -0.7% | -$3.13K | 0.03% | 250 |
|
|
2019
Q1 | $440K | Hold |
2,778
| – | – | 0.03% | 243 |
|
|
2018
Q4 | $381K | Hold |
2,778
| – | – | 0.03% | 247 |
|
|
2018
Q3 | $442K | Buy |
2,778
+20
| +0.7% | +$2.97K | 0.03% | 245 |
|
|
2018
Q2 | $376K | Hold |
2,758
| – | – | 0.03% | 238 |
|
|
2018
Q1 | $321K | Buy |
2,758
+45
| +2% | +$5.17K | 0.02% | 281 |
|
|
2017
Q4 | $277K | Hold |
2,713
| – | – | 0.02% | 303 |
|
|
2017
Q3 | $253K | Hold |
2,713
| – | – | 0.02% | 306 |
|
|
2017
Q2 | $235K | Hold |
2,713
| – | – | 0.02% | 296 |
|
|
2017
Q1 | $224K | Buy |
+2,713
| New | +$217K | 0.02% | 299 |
|
|
2015
Q4 | $213K | Buy |
+2,713
| New | +$212K | 0.02% | 241 |
|
Other funds holding CRM
VCM
VPM
Glenview Trust's CRM Position: Q1 2026 in Review
Glenview Trust reduced its Salesforce (CRM) stake by 70% in Q1 2026, selling an estimated $14.2M and leaving 28,956 shares worth $5.41M. The position accounts for 0.08% of the portfolio, ranked #151.
Glenview Trust first reported a position in CRM in Q4 2015 and has held it in 38 quarters since. The position peaked at $34.6M in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Glenview Trust held 28,956 shares of Salesforce worth $5.41M as of Q1 2026.
- Glenview Trust sold 68,542 Salesforce shares in Q1 2026, an estimated $14.2M.
- Salesforce made up 0.08% of Glenview Trust's portfolio in Q1 2026, its #151 holding.
- Glenview Trust first reported a position in Salesforce in Q4 2015 and has held it in 38 quarters since.
- Glenview Trust's Salesforce position peaked at $34.6M in Q2 2025.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.