Global Endowment 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 | – | Sell |
-1,339
| Closed | -$250K | – | 85 |
|
|
2026
Q1 | $250K | Buy |
1,339
+440
| +49% | +$91.2K | 0.03% | 120 |
|
|
2025
Q4 | $238K | Sell |
899
-605
| -40% | -$150K | 0.03% | 127 |
|
|
2025
Q3 | $356K | Buy |
+1,504
| New | +$379K | 0.04% | 111 |
|
|
2025
Q2 | – | Sell |
-808
| Closed | -$217K | – | 132 |
|
|
2025
Q1 | $217K | Sell |
808
-883
| -52% | -$275K | 0.03% | 139 |
|
|
2024
Q4 | $565K | Sell |
1,691
-827
| -33% | -$264K | 0.07% | 99 |
|
|
2024
Q3 | $689K | Buy |
2,518
+9
| +0.4% | +$2.31K | 0.07% | 98 |
|
|
2024
Q2 | $645K | Sell |
2,509
-521
| -17% | -$139K | 0.07% | 99 |
|
|
2024
Q1 | $913K | Sell |
3,030
-6,559
| -68% | -$1.89M | 0.1% | 81 |
|
|
2023
Q4 | $2.52M | Buy |
9,589
+1,587
| +20% | +$359K | 0.28% | 36 |
|
|
2023
Q3 | $1.62M | Buy |
+8,002
| New | +$1.73M | 0.17% | 55 |
|
|
2023
Q2 | – | Sell |
-19,453
| Closed | -$3.89M | – | 91 |
|
|
2023
Q1 | $3.89M | Buy |
19,453
+11
| +0.1% | +$1.86K | 0.41% | 30 |
|
|
2022
Q4 | $2.58M | Sell |
19,442
-325
| -2% | -$47.4K | 0.29% | 44 |
|
|
2022
Q3 | $2.84M | Sell |
19,767
-6,217
| -24% | -$1.05M | 0.29% | 43 |
|
|
2022
Q2 | $4.29M | Sell |
25,984
-110,988
| -81% | -$19.6M | 0.38% | 43 |
|
|
2022
Q1 | $29.1M | Buy |
136,972
+30,849
| +29% | +$6.64M | 2.07% | 11 |
|
|
2021
Q4 | $27M | Buy |
106,123
+19,720
| +23% | +$5.54M | 1.97% | 12 |
|
|
2021
Q3 | $23.4M | Buy |
86,403
+19,973
| +30% | +$5.07M | 1.54% | 12 |
|
|
2021
Q2 | $16.2M | Buy |
+66,430
| New | +$15.3M | 0.91% | 19 |
|
|
2019
Q3 | – | Sell |
-11,500
| Closed | -$1.75M | – | 109 |
|
|
2019
Q2 | $1.75M | Buy |
+11,500
| New | +$1.8M | 0.17% | 54 |
|
|
2019
Q1 | – | Sell |
-3,800
| Closed | -$520K | – | 210 |
|
|
2018
Q4 | $520K | Buy |
+3,800
| New | +$523K | 0.11% | 82 |
|
|
2018
Q1 | – | Sell |
-34,300
| Closed | -$3.51M | – | 223 |
|
|
2017
Q4 | $3.51M | Buy |
+34,300
| New | +$3.5M | 0.51% | 39 |
|
|
2017
Q2 | – | Sell |
-37,330
| Closed | -$3.08M | – | 248 |
|
|
2017
Q1 | $3.08M | Sell |
37,330
-4,100
| -10% | -$328K | 0.45% | 38 |
|
|
2016
Q4 | $2.84M | Sell |
41,430
-8,200
| -17% | -$595K | 0.44% | 39 |
|
|
2016
Q3 | $3.54M | Buy |
+49,630
| New | +$3.87M | 0.59% | 39 |
|
Other funds holding CRM
Global Endowment Management's CRM Position: Q2 2026 in Review
Global Endowment Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,339 shares — an estimated $250K sold.
Global Endowment Management first reported a position in CRM in Q3 2016 and held it in 24 quarters. The position peaked at $29.1M in Q1 2022. 2,481 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Global Endowment Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
- Global Endowment Management sold 1,339 Salesforce shares in Q2 2026, an estimated $250K.
- Global Endowment Management first reported a position in Salesforce in Q3 2016 and held it in 24 quarters.
- Global Endowment Management's Salesforce position peaked at $29.1M in Q1 2022.
- 2,481 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Global Endowment Management's 13F filing for Q2 2026, filed 14 Aug 2026.