Horizon Investments’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 | $8.22M | Sell |
52,455
-28,452
| -35% | -$5M | 0.09% | 195 |
|
|
2026
Q1 | $15.1M | Buy |
80,907
+24,114
| +42% | +$5M | 0.17% | 97 |
|
|
2025
Q4 | $15M | Sell |
56,793
-5,404
| -9% | -$1.34M | 0.19% | 88 |
|
|
2025
Q3 | $14.7M | Buy |
62,197
+12,317
| +25% | +$3.11M | 0.19% | 92 |
|
|
2025
Q2 | $13.6M | Buy |
49,880
+18,941
| +61% | +$5.06M | 0.22% | 79 |
|
|
2025
Q1 | $8.29M | Buy |
30,939
+2,113
| +7% | +$657K | 0.25% | 52 |
|
|
2024
Q4 | $9.64M | Buy |
28,826
+6,248
| +28% | +$1.99M | 0.28% | 50 |
|
|
2024
Q3 | $6.18M | Sell |
22,578
-246
| -1% | -$63K | 0.16% | 58 |
|
|
2024
Q2 | $5.86M | Buy |
22,824
+3,622
| +19% | +$969K | 0.16% | 67 |
|
|
2024
Q1 | $5.78M | Buy |
19,202
+406
| +2% | +$117K | 0.15% | 76 |
|
|
2023
Q4 | $4.95M | Buy |
18,796
+2,751
| +17% | +$623K | 0.14% | 76 |
|
|
2023
Q3 | $3.25M | Sell |
16,045
-528
| -3% | -$114K | 0.1% | 86 |
|
|
2023
Q2 | $3.5M | Buy |
16,573
+1,301
| +9% | +$266K | 0.1% | 84 |
|
|
2023
Q1 | $3.05M | Sell |
15,272
-3,654
| -19% | -$617K | 0.09% | 85 |
|
|
2022
Q4 | $2.51M | Sell |
18,926
-1,016
| -5% | -$148K | 0.07% | 118 |
|
|
2022
Q3 | $2.87M | Buy |
19,942
+8,474
| +74% | +$1.44M | 0.09% | 87 |
|
|
2022
Q2 | $1.89M | Sell |
11,468
-11,870
| -51% | -$2.1M | 0.06% | 117 |
|
|
2022
Q1 | $4.96M | Buy |
23,338
+3,328
| +17% | +$716K | 0.14% | 78 |
|
|
2021
Q4 | $5.08M | Buy |
20,010
+1,590
| +9% | +$447K | 0.15% | 76 |
|
|
2021
Q3 | $5M | Sell |
18,420
-279
| -1% | -$70.9K | 0.13% | 80 |
|
|
2021
Q2 | $4.57M | Buy |
18,699
+9,323
| +99% | +$2.15M | 0.14% | 79 |
|
|
2021
Q1 | $1.99M | Buy |
+9,376
| New | +$2.09M | 0.07% | 121 |
|
|
2020
Q4 | – | Sell |
-8,577
| Closed | -$2.16M | – | 145 |
|
|
2020
Q3 | $2.16M | Sell |
8,577
-3,467
| -29% | -$759K | 0.08% | 119 |
|
|
2020
Q2 | $2.26M | Buy |
12,044
+4,656
| +63% | +$785K | 0.06% | 147 |
|
|
2020
Q1 | $1.06M | Buy |
7,388
+691
| +10% | +$118K | 0.05% | 125 |
|
|
2019
Q4 | $1.09M | Buy |
6,697
+2,760
| +70% | +$433K | 0.05% | 155 |
|
|
2019
Q3 | $584K | Buy |
3,937
+977
| +33% | +$148K | 0.02% | 155 |
|
|
2019
Q2 | $449K | Buy |
2,960
+280
| +10% | +$43.9K | 0.01% | 275 |
|
|
2019
Q1 | $424K | Buy |
+2,680
| New | +$415K | 0.02% | 220 |
|
|
2016
Q4 | – | Sell |
-3,612
| Closed | -$258K | – | 164 |
|
|
2016
Q3 | $258K | Buy |
+3,612
| New | +$282K | 0.02% | 96 |
|
Other funds holding CRM
Horizon Investments's CRM Position: Q2 2026 in Review
Horizon Investments reduced its Salesforce (CRM) stake by 35% in Q2 2026, selling an estimated $5M and leaving 52,455 shares worth $8.22M. The position accounts for 0.09% of the portfolio, ranked #195.
Horizon Investments first reported a position in CRM in Q3 2016 and has held it in 30 quarters since. The position peaked at $15.1M in Q1 2026. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Horizon Investments held 52,455 shares of Salesforce worth $8.22M as of Q2 2026.
- Horizon Investments sold 28,452 Salesforce shares in Q2 2026, an estimated $5M.
- Salesforce made up 0.09% of Horizon Investments's portfolio in Q2 2026, its #195 holding.
- Horizon Investments first reported a position in Salesforce in Q3 2016 and has held it in 30 quarters since.
- Horizon Investments's Salesforce position peaked at $15.1M in Q1 2026.
- 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.