Heritage Wealth Advisors’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 | $170K | Sell |
911
-73
| -7% | -$15.1K | 0.01% | 217 |
|
|
2025
Q4 | $261K | Buy |
984
+197
| +25% | +$49K | 0.01% | 198 |
|
|
2025
Q3 | $187K | Sell |
787
-54
| -6% | -$13.6K | 0.01% | 207 |
|
|
2025
Q2 | $229K | Buy |
841
+1
| +0.1% | +$267 | 0.01% | 192 |
|
|
2025
Q1 | $225K | Sell |
840
-5
| -0.6% | -$1.55K | 0.01% | 184 |
|
|
2024
Q4 | $283K | Sell |
845
-229
| -21% | -$73.1K | 0.01% | 174 |
|
|
2024
Q3 | $294K | Sell |
1,074
-77
| -7% | -$19.7K | 0.01% | 179 |
|
|
2024
Q2 | $296K | Hold |
1,151
| – | – | 0.01% | 168 |
|
|
2024
Q1 | $347K | Hold |
1,151
| – | – | 0.02% | 169 |
|
|
2023
Q4 | $303K | Hold |
1,151
| – | – | 0.02% | 179 |
|
|
2023
Q3 | $233K | Sell |
1,151
-63
| -5% | -$13.6K | 0.01% | 184 |
|
|
2023
Q2 | $256K | Sell |
1,214
-11
| -0.9% | -$2.25K | 0.01% | 185 |
|
|
2023
Q1 | $245K | Sell |
1,225
-104
| -8% | -$17.6K | 0.01% | 187 |
|
|
2022
Q4 | $176K | Sell |
1,329
-123
| -8% | -$17.9K | 0.01% | 222 |
|
|
2022
Q3 | $209K | Sell |
1,452
-40
| -3% | -$6.78K | 0.02% | 195 |
|
|
2022
Q2 | $246K | Hold |
1,492
| – | – | 0.02% | 182 |
|
|
2022
Q1 | $317K | Sell |
1,492
-276
| -16% | -$59.4K | 0.02% | 152 |
|
|
2021
Q4 | $449K | Buy |
1,768
+200
| +13% | +$56.2K | 0.02% | 144 |
|
|
2021
Q3 | $425K | Hold |
1,568
| – | – | 0.03% | 144 |
|
|
2021
Q2 | $383K | Sell |
1,568
-235
| -13% | -$54.2K | 0.02% | 152 |
|
|
2021
Q1 | $382K | Buy |
1,803
+215
| +14% | +$47.9K | 0.02% | 156 |
|
|
2020
Q4 | $353K | Buy |
1,588
+20
| +1% | +$4.86K | 0.02% | 156 |
|
|
2020
Q3 | $394K | Sell |
1,568
-39
| -2% | -$8.54K | 0.05% | 107 |
|
|
2020
Q2 | $301K | Hold |
1,607
| – | – | 0.04% | 120 |
|
|
2020
Q1 | $231K | Sell |
1,607
-20
| -1% | -$3.43K | 0.04% | 121 |
|
|
2019
Q4 | $265K | Buy |
1,627
+20
| +1% | +$3.13K | 0.03% | 140 |
|
|
2019
Q3 | $238K | Hold |
1,607
| – | – | 0.04% | 140 |
|
|
2019
Q2 | $244K | Hold |
1,607
| – | – | 0.04% | 131 |
|
|
2019
Q1 | $255K | Hold |
1,607
| – | – | 0.04% | 118 |
|
|
2018
Q4 | $220K | Hold |
1,607
| – | – | 0.04% | 117 |
|
|
2018
Q3 | $255K | Hold |
1,607
| – | – | 0.05% | 108 |
|
|
2018
Q2 | $218K | Buy |
+1,607
| New | +$205K | 0.08% | 110 |
|
|
2018
Q1 | – | Sell |
-2,070
| Closed | -$211K | – | 114 |
|
|
2017
Q4 | $211K | Buy |
+2,070
| New | +$211K | 0.09% | 109 |
|
Other funds holding CRM
VCM
VPM
Heritage Wealth Advisors's CRM Position: Q1 2026 in Review
Heritage Wealth Advisors reduced its Salesforce (CRM) stake by 7.4% in Q1 2026, selling an estimated $15.1K and leaving 911 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #217.
Heritage Wealth Advisors first reported a position in CRM in Q4 2017 and has held it in 33 quarters since. The position peaked at $449K in Q4 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Heritage Wealth Advisors held 911 shares of Salesforce worth $170K as of Q1 2026.
- Heritage Wealth Advisors sold 73 Salesforce shares in Q1 2026, an estimated $15.1K.
- Salesforce made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #217 holding.
- Heritage Wealth Advisors first reported a position in Salesforce in Q4 2017 and has held it in 33 quarters since.
- Heritage Wealth Advisors's Salesforce position peaked at $449K in Q4 2021.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.