Grandview 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 | – | Sell |
-5,410
| Closed | -$1.43M | – | 140 |
|
|
2025
Q4 | $1.43M | Sell |
5,410
-809
| -13% | -$201K | 0.39% | 46 |
|
|
2025
Q3 | $1.47M | Sell |
6,219
-570
| -8% | -$144K | 0.41% | 43 |
|
|
2025
Q2 | $1.85M | Sell |
6,789
-43
| -0.6% | -$11.5K | 0.59% | 33 |
|
|
2025
Q1 | $1.83M | Buy |
6,832
+150
| +2% | +$46.7K | 0.7% | 32 |
|
|
2024
Q4 | $2.23M | Buy |
6,682
+498
| +8% | +$159K | 0.82% | 28 |
|
|
2024
Q3 | $1.69M | Sell |
6,184
-313
| -5% | -$80.2K | 0.97% | 21 |
|
|
2024
Q2 | $1.67M | Sell |
6,497
-270
| -4% | -$72.2K | 0.98% | 20 |
|
|
2024
Q1 | $2.04M | Sell |
6,767
-271
| -4% | -$78.2K | 0.93% | 22 |
|
|
2023
Q4 | $1.85M | Sell |
7,038
-567
| -7% | -$128K | 0.97% | 24 |
|
|
2023
Q3 | $1.54M | Sell |
7,605
-524
| -6% | -$113K | 0.88% | 27 |
|
|
2023
Q2 | $1.72M | Buy |
8,129
+145
| +2% | +$29.6K | 1.67% | 18 |
|
|
2023
Q1 | $1.59M | Sell |
7,984
-972
| -11% | -$164K | 0.94% | 28 |
|
|
2022
Q4 | $1.19M | Sell |
8,956
-1,141
| -11% | -$166K | 0.74% | 38 |
|
|
2022
Q3 | $1.45M | Sell |
10,097
-1,076
| -10% | -$182K | 0.92% | 29 |
|
|
2022
Q2 | $1.84M | Sell |
11,173
-64
| -0.6% | -$11.3K | 1.03% | 25 |
|
|
2022
Q1 | $2.39M | Sell |
11,237
-783
| -7% | -$169K | 1.01% | 27 |
|
|
2021
Q4 | $3.06M | Sell |
12,020
-208
| -2% | -$58.4K | 1.23% | 19 |
|
|
2021
Q3 | $3.32M | Sell |
12,228
-1,257
| -9% | -$319K | 3.41% | 8 |
|
|
2021
Q2 | $3.29M | Sell |
13,485
-1,278
| -9% | -$295K | 1.81% | 14 |
|
|
2021
Q1 | $3.13M | Buy |
14,763
+55
| +0.4% | +$12.2K | 1.67% | 14 |
|
|
2020
Q4 | $3.27M | Sell |
14,708
-431
| -3% | -$105K | 2.14% | 10 |
|
|
2020
Q3 | $3.81M | Sell |
15,139
-372
| -2% | -$81.4K | 3.09% | 6 |
|
|
2020
Q2 | $2.91M | Buy |
+15,511
| New | +$2.61M | 2.54% | 6 |
|
|
2020
Q1 | – | Sell |
-30,227
| Closed | -$5.05M | – | 27 |
|
|
2019
Q4 | $5.05M | Sell |
30,227
-1,236
| -4% | -$194K | 4.78% | 4 |
|
|
2019
Q3 | $4.65M | Sell |
31,463
-208
| -0.7% | -$31.6K | 4.21% | 4 |
|
|
2019
Q2 | $4.8M | Sell |
31,671
-2,969
| -9% | -$465K | 4.45% | 4 |
|
|
2019
Q1 | $5.49M | Buy |
34,640
+58
| +0.2% | +$8.99K | 5.06% | 2 |
|
|
2018
Q4 | $4.74M | Buy |
+34,582
| New | +$4.76M | 5.03% | 2 |
|
Other funds holding CRM
VCM
VPM
Grandview Asset Management's CRM Position: Q1 2026 in Review
Grandview Asset Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 5,410 shares — an estimated $1.43M sold.
Grandview Asset Management first reported a position in CRM in Q4 2018 and held it in 28 quarters. The position peaked at $5.49M in Q1 2019. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Grandview Asset Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
- Grandview Asset Management sold 5,410 Salesforce shares in Q1 2026, an estimated $1.43M.
- Grandview Asset Management first reported a position in Salesforce in Q4 2018 and held it in 28 quarters.
- Grandview Asset Management's Salesforce position peaked at $5.49M in Q1 2019.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.