Gryphon Financial Partners’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 | $524K | Sell |
3,342
-88
| -3% | -$15.5K | 0.05% | 227 |
|
|
2026
Q1 | $640K | Buy |
3,430
+392
| +13% | +$81.2K | 0.07% | 193 |
|
|
2025
Q4 | $805K | Buy |
3,038
+184
| +6% | +$45.7K | 0.09% | 158 |
|
|
2025
Q3 | $676K | Buy |
2,854
+340
| +14% | +$85.8K | 0.08% | 161 |
|
|
2025
Q2 | $685K | Sell |
2,514
-78
| -3% | -$20.9K | 0.09% | 152 |
|
|
2025
Q1 | $696K | Buy |
2,592
+126
| +5% | +$39.2K | 0.1% | 132 |
|
|
2024
Q4 | $824K | Sell |
2,466
-879
| -26% | -$281K | 0.12% | 102 |
|
|
2024
Q3 | $915K | Sell |
3,345
-139
| -4% | -$35.6K | 0.12% | 103 |
|
|
2024
Q2 | $896K | Buy |
3,484
+323
| +10% | +$86.4K | 0.13% | 94 |
|
|
2024
Q1 | $952K | Sell |
3,161
-799
| -20% | -$231K | 0.16% | 88 |
|
|
2023
Q4 | $1.06M | Buy |
3,960
+970
| +32% | +$220K | 0.19% | 75 |
|
|
2023
Q3 | $606K | Sell |
2,990
-61
| -2% | -$13.2K | 0.14% | 84 |
|
|
2023
Q2 | $645K | Buy |
3,051
+125
| +4% | +$25.5K | 0.14% | 83 |
|
|
2023
Q1 | $585K | Buy |
2,926
+323
| +12% | +$54.6K | 0.13% | 87 |
|
|
2022
Q4 | $345K | Sell |
2,603
-1,827
| -41% | -$267K | 0.08% | 138 |
|
|
2022
Q3 | $637K | Sell |
4,430
-360
| -8% | -$61K | 0.16% | 80 |
|
|
2022
Q2 | $791K | Buy |
4,790
+211
| +5% | +$37.3K | 0.19% | 55 |
|
|
2022
Q1 | $972K | Sell |
4,579
-183
| -4% | -$39.4K | 0.2% | 60 |
|
|
2021
Q4 | $1.21M | Sell |
4,762
-236
| -5% | -$66.3K | 0.23% | 54 |
|
|
2021
Q3 | $1.36M | Sell |
4,998
-289
| -5% | -$73.4K | 0.3% | 44 |
|
|
2021
Q2 | $1.31M | Buy |
5,287
+266
| +5% | +$61.3K | 0.3% | 47 |
|
|
2021
Q1 | $1.06M | Sell |
5,021
-23
| -0.5% | -$5.12K | 0.24% | 53 |
|
|
2020
Q4 | $1.12M | Sell |
5,044
-26
| -0.5% | -$6.32K | 0.29% | 45 |
|
|
2020
Q3 | $1.27M | Buy |
5,070
+38
| +0.8% | +$8.32K | 0.38% | 36 |
|
|
2020
Q2 | $943K | Sell |
5,032
-408
| -8% | -$68.7K | 0.29% | 42 |
|
|
2020
Q1 | $784K | Sell |
5,440
-161
| -3% | -$27.6K | 0.29% | 44 |
|
|
2019
Q4 | $911K | Buy |
5,601
+1,600
| +40% | +$251K | 0.24% | 49 |
|
|
2019
Q3 | $593K | Buy |
4,001
+4
| +0.1% | +$608 | 0.17% | 65 |
|
|
2019
Q2 | $606K | Sell |
3,997
-59
| -1% | -$9.25K | 0.17% | 68 |
|
|
2019
Q1 | $643K | Sell |
4,056
-30
| -0.7% | -$4.65K | 0.19% | 59 |
|
|
2018
Q4 | $559K | Sell |
4,086
-348
| -8% | -$47.9K | 0.14% | 109 |
|
|
2018
Q3 | $705K | Buy |
4,434
+4,009
| +943% | +$595K | 0.21% | 55 |
|
|
2018
Q2 | $58K | Buy |
425
+197
| +86% | +$25.1K | 0.03% | 199 |
|
|
2018
Q1 | $27K | Sell |
228
-33
| -13% | -$3.79K | 0.01% | 334 |
|
|
2017
Q4 | $27K | Buy |
+261
| New | +$26.6K | 0.02% | 349 |
|
Other funds holding CRM
Gryphon Financial Partners's CRM Position: Q2 2026 in Review
Gryphon Financial Partners reduced its Salesforce (CRM) stake by 2.6% in Q2 2026, selling an estimated $15.5K and leaving 3,342 shares worth $524K. The position accounts for 0.05% of the portfolio, ranked #227.
Gryphon Financial Partners first reported a position in CRM in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.36M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Gryphon Financial Partners held 3,342 shares of Salesforce worth $524K as of Q2 2026.
- Gryphon Financial Partners sold 88 Salesforce shares in Q2 2026, an estimated $15.5K.
- Salesforce made up 0.05% of Gryphon Financial Partners's portfolio in Q2 2026, its #227 holding.
- Gryphon Financial Partners first reported a position in Salesforce in Q4 2017 and has held it in 35 quarters since.
- Gryphon Financial Partners's Salesforce position peaked at $1.36M in Q3 2021.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.