Gotham Asset 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
Q1 | $14.7M | Sell |
78,589
-22,576
| -22% | -$4.68M | 0.04% | 568 |
|
|
2025
Q4 | $26.8M | Buy |
101,165
+32,831
| +48% | +$8.16M | 0.1% | 264 |
|
|
2025
Q3 | $16.2M | Buy |
68,334
+31,894
| +88% | +$8.04M | 0.07% | 405 |
|
|
2025
Q2 | $9.94M | Buy |
36,440
+2,785
| +8% | +$745K | 0.06% | 478 |
|
|
2025
Q1 | $9.03M | Buy |
33,655
+13,043
| +63% | +$4.06M | 0.08% | 369 |
|
|
2024
Q4 | $6.89M | Sell |
20,612
-11,541
| -36% | -$3.68M | 0.07% | 419 |
|
|
2024
Q3 | $8.8M | Sell |
32,153
-19,542
| -38% | -$5.01M | 0.09% | 336 |
|
|
2024
Q2 | $13.3M | Sell |
51,695
-10,335
| -17% | -$2.77M | 0.17% | 92 |
|
|
2024
Q1 | $18.7M | Sell |
62,030
-13,061
| -17% | -$3.77M | 0.28% | 35 |
|
|
2023
Q4 | $19.8M | Sell |
75,091
-29,164
| -28% | -$6.6M | 0.37% | 21 |
|
|
2023
Q3 | $21.1M | Buy |
104,255
+39,294
| +60% | +$8.49M | 0.44% | 18 |
|
|
2023
Q2 | $13.7M | Buy |
64,961
+2,986
| +5% | +$610K | 0.3% | 31 |
|
|
2023
Q1 | $12.4M | Sell |
61,975
-49,093
| -44% | -$8.29M | 0.3% | 33 |
|
|
2022
Q4 | $14.7M | Buy |
111,068
+36,242
| +48% | +$5.29M | 0.41% | 21 |
|
|
2022
Q3 | $10.8M | Buy |
74,826
+20,875
| +39% | +$3.54M | 0.32% | 37 |
|
|
2022
Q2 | $8.9M | Buy |
53,951
+26,490
| +96% | +$4.68M | 0.29% | 62 |
|
|
2022
Q1 | $5.83M | Sell |
27,461
-5,775
| -17% | -$1.24M | 0.18% | 141 |
|
|
2021
Q4 | $8.45M | Buy |
33,236
+18,524
| +126% | +$5.2M | 0.27% | 70 |
|
|
2021
Q3 | $3.99M | Sell |
14,712
-12,581
| -46% | -$3.2M | 0.16% | 181 |
|
|
2021
Q2 | $6.67M | Sell |
27,293
-6,361
| -19% | -$1.47M | 0.28% | 86 |
|
|
2021
Q1 | $7.13M | Buy |
33,654
+1,027
| +3% | +$229K | 0.32% | 74 |
|
|
2020
Q4 | $7.26M | Sell |
32,627
-4,122
| -11% | -$1M | 0.24% | 122 |
|
|
2020
Q3 | $9.24M | Buy |
36,749
+15,600
| +74% | +$3.41M | 0.3% | 94 |
|
|
2020
Q2 | $3.96M | Buy |
21,149
+906
| +4% | +$153K | 0.12% | 231 |
|
|
2020
Q1 | $2.92M | Buy |
+20,243
| New | +$3.47M | 0.08% | 329 |
|
|
2019
Q4 | – | Sell |
-37,839
| Closed | -$5.62M | – | 1111 |
|
|
2019
Q3 | $5.62M | Sell |
37,839
-21,025
| -36% | -$3.2M | 0.1% | 258 |
|
|
2019
Q2 | $8.93M | Buy |
58,864
+41,139
| +232% | +$6.45M | 0.14% | 196 |
|
|
2019
Q1 | $2.81M | Buy |
17,725
+11,635
| +191% | +$1.8M | 0.04% | 446 |
|
|
2018
Q4 | $834K | Sell |
6,090
-92,873
| -94% | -$12.8M | 0.01% | 665 |
|
|
2018
Q3 | $15.7M | Buy |
98,963
+88,861
| +880% | +$13.2M | 0.22% | 144 |
|
|
2018
Q2 | $1.38M | Buy |
10,102
+506
| +5% | +$64.6K | 0.02% | 533 |
|
|
2018
Q1 | $1.12M | Buy |
+9,596
| New | +$1.1M | 0.02% | 598 |
|
Other funds holding CRM
VCM
VPM
Gotham Asset Management's CRM Position: Q1 2026 in Review
Gotham Asset Management reduced its Salesforce (CRM) stake by 22% in Q1 2026, selling an estimated $4.68M and leaving 78,589 shares worth $14.7M. The position accounts for 0.04% of the portfolio, ranked #568.
Gotham Asset Management first reported a position in CRM in Q1 2018 and has held it in 32 quarters since. The position peaked at $26.8M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Gotham Asset Management held 78,589 shares of Salesforce worth $14.7M as of Q1 2026.
- Gotham Asset Management sold 22,576 Salesforce shares in Q1 2026, an estimated $4.68M.
- Salesforce made up 0.04% of Gotham Asset Management's portfolio in Q1 2026, its #568 holding.
- Gotham Asset Management first reported a position in Salesforce in Q1 2018 and has held it in 32 quarters since.
- Gotham Asset Management's Salesforce position peaked at $26.8M in Q4 2025.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.