HM Payson & Co’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 | $10.2M | Sell |
65,336
-36,705
| -36% | -$6.45M | 0.14% | 93 |
|
|
2026
Q1 | $19M | Buy |
102,041
+97,036
| +1,939% | +$20.1M | 0.27% | 68 |
|
|
2025
Q4 | $1.33M | Buy |
5,005
+156
| +3% | +$38.8K | 0.02% | 192 |
|
|
2025
Q3 | $1.15M | Sell |
4,849
-1,081
| -18% | -$273K | 0.02% | 205 |
|
|
2025
Q2 | $1.62M | Buy |
5,930
+1,137
| +24% | +$304K | 0.03% | 163 |
|
|
2025
Q1 | $1.29M | Buy |
4,793
+155
| +3% | +$48.2K | 0.02% | 188 |
|
|
2024
Q4 | $1.55M | Buy |
4,638
+526
| +13% | +$168K | 0.03% | 169 |
|
|
2024
Q3 | $1.13M | Buy |
4,112
+76
| +2% | +$19.5K | 0.02% | 206 |
|
|
2024
Q2 | $1.04M | Sell |
4,036
-144
| -3% | -$38.5K | 0.02% | 199 |
|
|
2024
Q1 | $1.26M | Sell |
4,180
-433
| -9% | -$125K | 0.02% | 189 |
|
|
2023
Q4 | $1.21M | Hold |
4,613
| – | – | 0.03% | 186 |
|
|
2023
Q3 | $935K | Buy |
4,613
+47
| +1% | +$10.2K | 0.02% | 202 |
|
|
2023
Q2 | $965K | Buy |
4,566
+411
| +10% | +$83.9K | 0.02% | 200 |
|
|
2023
Q1 | $830K | Buy |
4,155
+534
| +15% | +$90.2K | 0.02% | 206 |
|
|
2022
Q4 | $480K | Sell |
3,621
-122
| -3% | -$17.8K | 0.01% | 254 |
|
|
2022
Q3 | $538K | Buy |
3,743
+3
| +0.1% | +$509 | 0.01% | 242 |
|
|
2022
Q2 | $617K | Sell |
3,740
-606
| -14% | -$107K | 0.02% | 231 |
|
|
2022
Q1 | $923K | Buy |
4,346
+172
| +4% | +$37K | 0.02% | 212 |
|
|
2021
Q4 | $1.06M | Sell |
4,174
-100
| -2% | -$28.1K | 0.02% | 206 |
|
|
2021
Q3 | $1.16M | Sell |
4,274
-96
| -2% | -$24.4K | 0.03% | 191 |
|
|
2021
Q2 | $1.07M | Sell |
4,370
-165
| -4% | -$38K | 0.03% | 205 |
|
|
2021
Q1 | $961K | Buy |
4,535
+838
| +23% | +$187K | 0.03% | 213 |
|
|
2020
Q4 | $823K | Buy |
3,697
+941
| +34% | +$229K | 0.02% | 226 |
|
|
2020
Q3 | $693K | Buy |
2,756
+330
| +14% | +$72.2K | 0.02% | 225 |
|
|
2020
Q2 | $454K | Buy |
2,426
+250
| +11% | +$42.1K | 0.02% | 239 |
|
|
2020
Q1 | $313K | Sell |
2,176
-55
| -2% | -$9.43K | 0.01% | 260 |
|
|
2019
Q4 | $363K | Sell |
2,231
-125
| -5% | -$19.6K | 0.01% | 302 |
|
|
2019
Q3 | $350K | Sell |
2,356
-1,070
| -31% | -$163K | 0.01% | 308 |
|
|
2019
Q2 | $520K | Buy |
+3,426
| New | +$537K | 0.02% | 265 |
|
|
2018
Q4 | – | Sell |
-1,814
| Closed | -$288K | – | 193 |
|
|
2018
Q3 | $288K | Sell |
1,814
-255
| -12% | -$37.8K | 0.01% | 281 |
|
|
2018
Q2 | $283K | Buy |
2,069
+242
| +13% | +$30.9K | 0.01% | 284 |
|
|
2018
Q1 | $212K | Buy |
+1,827
| New | +$210K | 0.01% | 311 |
|
Other funds holding CRM
HM Payson & Co's CRM Position: Q2 2026 in Review
HM Payson & Co reduced its Salesforce (CRM) stake by 36% in Q2 2026, selling an estimated $6.45M and leaving 65,336 shares worth $10.2M. The position accounts for 0.14% of the portfolio, ranked #93.
HM Payson & Co first reported a position in CRM in Q1 2018 and has held it in 32 quarters since. The position peaked at $19M in Q1 2026. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- HM Payson & Co held 65,336 shares of Salesforce worth $10.2M as of Q2 2026.
- HM Payson & Co sold 36,705 Salesforce shares in Q2 2026, an estimated $6.45M.
- Salesforce made up 0.14% of HM Payson & Co's portfolio in Q2 2026, its #93 holding.
- HM Payson & Co first reported a position in Salesforce in Q1 2018 and has held it in 32 quarters since.
- HM Payson & Co's Salesforce position peaked at $19M in Q1 2026.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.