Gradient Investments’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 | – | Sell |
-966
| Closed | -$256K | – | 422 |
|
|
2025
Q4 | $256K | Sell |
966
-133
| -12% | -$33.1K | ﹤0.01% | 327 |
|
|
2025
Q3 | $260K | Sell |
1,099
-43,725
| -98% | -$11M | ﹤0.01% | 348 |
|
|
2025
Q2 | $12.2M | Buy |
44,824
+541
| +1% | +$145K | 0.22% | 132 |
|
|
2025
Q1 | $11.9M | Buy |
44,283
+1,466
| +3% | +$456K | 0.24% | 127 |
|
|
2024
Q4 | $14.3M | Sell |
42,817
-9,357
| -18% | -$2.99M | 0.29% | 98 |
|
|
2024
Q3 | $14.3M | Buy |
52,174
+49,533
| +1,876% | +$12.7M | 0.3% | 106 |
|
|
2024
Q2 | $679K | Sell |
2,641
-42,314
| -94% | -$11.3M | 0.02% | 206 |
|
|
2024
Q1 | $13.5M | Buy |
44,955
+42,714
| +1,906% | +$12.3M | 0.31% | 114 |
|
|
2023
Q4 | $590K | Sell |
2,241
-303
| -12% | -$68.6K | 0.01% | 224 |
|
|
2023
Q3 | $516K | Buy |
2,544
+98
| +4% | +$21.2K | 0.01% | 222 |
|
|
2023
Q2 | $517K | Buy |
2,446
+840
| +52% | +$171K | 0.01% | 222 |
|
|
2023
Q1 | $321K | Sell |
1,606
-1,239
| -44% | -$209K | 0.01% | 261 |
|
|
2022
Q4 | $377K | Sell |
2,845
-54,639
| -95% | -$7.97M | 0.01% | 252 |
|
|
2022
Q3 | $8.27M | Buy |
57,484
+54,572
| +1,874% | +$9.25M | 0.25% | 115 |
|
|
2022
Q2 | $481K | Buy |
2,912
+91
| +3% | +$16.1K | 0.01% | 221 |
|
|
2022
Q1 | $599K | Buy |
2,821
+962
| +52% | +$207K | 0.02% | 200 |
|
|
2021
Q4 | $472K | Sell |
1,859
-758
| -29% | -$213K | 0.01% | 221 |
|
|
2021
Q3 | $710K | Buy |
2,617
+10
| +0.4% | +$2.54K | 0.02% | 188 |
|
|
2021
Q2 | $637K | Sell |
2,607
-15
| -0.6% | -$3.46K | 0.02% | 186 |
|
|
2021
Q1 | $555K | Buy |
2,622
+1,167
| +80% | +$260K | 0.02% | 209 |
|
|
2020
Q4 | $366K | Hold |
1,455
| – | – | 0.02% | 217 |
|
|
2020
Q3 | $366K | Sell |
1,455
-14
| -1% | -$3.06K | 0.02% | 217 |
|
|
2020
Q2 | $275K | Sell |
1,469
-19,967
| -93% | -$3.36M | 0.01% | 222 |
|
|
2020
Q1 | $3.09M | Buy |
21,436
+4,233
| +25% | +$726K | 0.17% | 108 |
|
|
2019
Q4 | $2.8M | Buy |
17,203
+308
| +2% | +$48.3K | 0.12% | 115 |
|
|
2019
Q3 | $2.51M | Buy |
16,895
+3,124
| +23% | +$475K | 0.12% | 117 |
|
|
2019
Q2 | $2.09M | Buy |
13,771
+8,081
| +142% | +$1.27M | 0.11% | 116 |
|
|
2019
Q1 | $901K | Sell |
5,690
-478
| -8% | -$74.1K | 0.06% | 145 |
|
|
2018
Q4 | $845K | Sell |
6,168
-1,500
| -20% | -$206K | 0.05% | 135 |
|
|
2018
Q3 | $1.22M | Buy |
7,668
+437
| +6% | +$64.8K | 0.06% | 143 |
|
|
2018
Q2 | $986K | Buy |
7,231
+1,455
| +25% | +$186K | 0.05% | 142 |
|
|
2018
Q1 | $672K | Buy |
5,776
+930
| +19% | +$107K | 0.04% | 154 |
|
|
2017
Q4 | $495K | Buy |
4,846
+808
| +20% | +$82.3K | 0.03% | 185 |
|
|
2017
Q3 | $377K | Sell |
4,038
-118
| -3% | -$10.9K | 0.02% | 182 |
|
|
2017
Q2 | $360K | Buy |
4,156
+204
| +5% | +$17.8K | 0.03% | 182 |
|
|
2017
Q1 | $326K | Sell |
3,952
-423
| -10% | -$33.8K | 0.02% | 158 |
|
|
2016
Q4 | $300K | Sell |
4,375
-210
| -5% | -$15.2K | 0.03% | 160 |
|
|
2016
Q3 | $327K | Sell |
4,585
-24
| -0.5% | -$1.87K | 0.03% | 152 |
|
|
2016
Q2 | $366K | Sell |
4,609
-359
| -7% | -$28.2K | 0.04% | 133 |
|
|
2016
Q1 | $367K | Sell |
4,968
-67
| -1% | -$4.61K | 0.05% | 125 |
|
|
2015
Q4 | $395K | Sell |
5,035
-143
| -3% | -$11.2K | 0.05% | 133 |
|
|
2015
Q3 | $360K | Buy |
+5,178
| New | +$367K | 0.05% | 131 |
|
Other funds holding CRM
Gradient Investments's CRM Position: Q1 2026 in Review
Gradient Investments sold out of Salesforce (CRM) in Q1 2026, closing a stake of 966 shares — an estimated $256K sold.
Gradient Investments first reported a position in CRM in Q3 2015 and held it in 42 quarters. The position peaked at $14.3M in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Gradient Investments reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
- Gradient Investments sold 966 Salesforce shares in Q1 2026, an estimated $256K.
- Gradient Investments first reported a position in Salesforce in Q3 2015 and held it in 42 quarters.
- Gradient Investments's Salesforce position peaked at $14.3M in Q4 2024.
- 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Gradient Investments's 13F filing for Q1 2026, filed 13 Apr 2026.