Guggenheim Capital’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 | $23.4M | Buy |
149,254
+20,954
| +16% | +$3.68M | 0.15% | 128 |
|
|
2026
Q1 | $23.9M | Buy |
128,300
+4,343
| +4% | +$900K | 0.19% | 108 |
|
|
2025
Q4 | $32.8M | Sell |
123,957
-11,794
| -9% | -$2.93M | 0.24% | 83 |
|
|
2025
Q3 | $32.2M | Buy |
135,751
+7,157
| +6% | +$1.81M | 0.23% | 84 |
|
|
2025
Q2 | $35.1M | Buy |
128,594
+5,852
| +5% | +$1.56M | 0.28% | 73 |
|
|
2025
Q1 | $32.9M | Buy |
122,742
+13,504
| +12% | +$4.2M | 0.3% | 73 |
|
|
2024
Q4 | $36.5M | Sell |
109,238
-12,873
| -11% | -$4.11M | 0.3% | 69 |
|
|
2024
Q3 | $33.4M | Sell |
122,111
-6,373
| -5% | -$1.63M | 0.23% | 78 |
|
|
2024
Q2 | $33M | Sell |
128,484
-8,281
| -6% | -$2.22M | 0.23% | 80 |
|
|
2024
Q1 | $41.2M | Sell |
136,765
-3,097
| -2% | -$894K | 0.29% | 63 |
|
|
2023
Q4 | $36.8M | Buy |
139,862
+19,773
| +16% | +$4.47M | 0.28% | 69 |
|
|
2023
Q3 | $24.4M | Buy |
120,089
+2,839
| +2% | +$613K | 0.21% | 89 |
|
|
2023
Q2 | $24.8M | Sell |
117,250
-2,340
| -2% | -$478K | 0.19% | 92 |
|
|
2023
Q1 | $23.9M | Sell |
119,590
-11,860
| -9% | -$2M | 0.2% | 98 |
|
|
2022
Q4 | $17.4M | Sell |
131,450
-4,283
| -3% | -$625K | 0.15% | 154 |
|
|
2022
Q3 | $19.5M | Sell |
135,733
-8,145
| -6% | -$1.38M | 0.18% | 126 |
|
|
2022
Q2 | $23.7M | Sell |
143,878
-26,955
| -16% | -$4.76M | 0.19% | 117 |
|
|
2022
Q1 | $36.3M | Sell |
170,833
-37,548
| -18% | -$8.08M | 0.22% | 82 |
|
|
2021
Q4 | $53M | Sell |
208,381
-19,093
| -8% | -$5.36M | 0.28% | 62 |
|
|
2021
Q3 | $61.7M | Sell |
227,474
-7,436
| -3% | -$1.89M | 0.37% | 38 |
|
|
2021
Q2 | $57.4M | Sell |
234,910
-15,391
| -6% | -$3.55M | 0.34% | 42 |
|
|
2021
Q1 | $53M | Buy |
250,301
+12,980
| +5% | +$2.89M | 0.35% | 40 |
|
|
2020
Q4 | $52.8M | Buy |
237,321
+11,307
| +5% | +$2.75M | 0.33% | 39 |
|
|
2020
Q3 | $56.8M | Buy |
226,014
+37,030
| +20% | +$8.11M | 0.41% | 29 |
|
|
2020
Q2 | $35.4M | Sell |
188,984
-17,277
| -8% | -$2.91M | 0.27% | 63 |
|
|
2020
Q1 | $29.7M | Sell |
206,261
-3,963
| -2% | -$679K | 0.3% | 57 |
|
|
2019
Q4 | $34.2M | Buy |
210,224
+12,350
| +6% | +$1.94M | 0.26% | 66 |
|
|
2019
Q3 | $29.4M | Sell |
197,874
-51,560
| -21% | -$7.84M | 0.23% | 80 |
|
|
2019
Q2 | $37.8M | Sell |
249,434
-8,557
| -3% | -$1.34M | 0.31% | 50 |
|
|
2019
Q1 | $40.9M | Sell |
257,991
-14,947
| -5% | -$2.32M | 0.33% | 44 |
|
|
2018
Q4 | $37.4M | Sell |
272,938
-46,362
| -15% | -$6.38M | 0.32% | 40 |
|
|
2018
Q3 | $50.8M | Sell |
319,300
-34,191
| -10% | -$5.07M | 0.33% | 36 |
|
|
2018
Q2 | $48.2M | Sell |
353,491
-706,502
| -67% | -$90.1M | 0.32% | 31 |
|
|
2018
Q1 | $123M | Sell |
1,059,993
-80,196
| -7% | -$9.21M | 0.3% | 22 |
|
|
2017
Q4 | $117M | Buy |
1,140,189
+95,336
| +9% | +$9.72M | 0.28% | 31 |
|
|
2017
Q3 | $97.6M | Sell |
1,044,853
-78,144
| -7% | -$7.19M | 0.23% | 39 |
|
|
2017
Q2 | $97.3M | Buy |
1,122,997
+29,275
| +3% | +$2.55M | 0.26% | 34 |
|
|
2017
Q1 | $90.2M | Sell |
1,093,722
-12,873
| -1% | -$1.03M | 0.24% | 39 |
|
|
2016
Q4 | $75.8M | Sell |
1,106,595
-3,250
| -0.3% | -$236K | 0.22% | 56 |
|
|
2016
Q3 | $79.2M | Buy |
1,109,845
+67,137
| +6% | +$5.24M | 0.25% | 43 |
|
|
2016
Q2 | $82.8M | Buy |
1,042,708
+22,359
| +2% | +$1.75M | 0.26% | 39 |
|
|
2016
Q1 | $75.3M | Sell |
1,020,349
-108,657
| -10% | -$7.48M | 0.24% | 50 |
|
|
2015
Q4 | $88.5M | Buy |
1,129,006
+340,992
| +43% | +$26.6M | 0.26% | 40 |
|
|
2015
Q3 | $54.7M | Buy |
788,014
+106,191
| +16% | +$7.53M | 0.17% | 116 |
|
|
2015
Q2 | $47.5M | Sell |
681,823
-14,894
| -2% | -$1.06M | 0.12% | 260 |
|
|
2015
Q1 | $46.5M | Sell |
696,717
-3,563
| -0.5% | -$221K | 0.11% | 294 |
|
|
2014
Q4 | $41.5M | Sell |
700,280
-104,435
| -13% | -$6.16M | 0.1% | 330 |
|
|
2014
Q3 | $46.3M | Buy |
804,715
+53,982
| +7% | +$3.04M | 0.11% | 237 |
|
|
2014
Q2 | $43.6M | Sell |
750,733
-389,079
| -34% | -$21M | 0.11% | 255 |
|
|
2014
Q1 | $65.1M | Buy |
1,139,812
+509,813
| +81% | +$30.5M | 0.19% | 88 |
|
|
2013
Q4 | $34.8M | Buy |
629,999
+89,560
| +17% | +$4.79M | 0.11% | 254 |
|
|
2013
Q3 | $28.1M | Buy |
540,439
+79,444
| +17% | +$3.61M | 0.1% | 258 |
|
|
2013
Q2 | $17.6M | Buy |
+460,995
| New | +$19M | 0.07% | 404 |
|
Other funds holding CRM
Guggenheim Capital's CRM Position: Q2 2026 in Review
Guggenheim Capital increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $3.68M and bringing the position to 149,254 shares worth $23.4M. The position accounts for 0.15% of the portfolio, ranked #128.
Guggenheim Capital first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $123M in Q1 2018. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Guggenheim Capital held 149,254 shares of Salesforce worth $23.4M as of Q2 2026.
- Guggenheim Capital bought 20,954 Salesforce shares in Q2 2026, an estimated $3.68M.
- Salesforce made up 0.15% of Guggenheim Capital's portfolio in Q2 2026, its #128 holding.
- Guggenheim Capital first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
- Guggenheim Capital's Salesforce position peaked at $123M in Q1 2018.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.