Howe & Rusling’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 | – | Sell |
-1,307
| Closed | -$346K | – | 482 |
|
|
2025
Q4 | $346K | Buy |
1,307
+224
| +21% | +$55.7K | 0.02% | 219 |
|
|
2025
Q3 | $257K | Buy |
1,083
+102
| +10% | +$25.7K | 0.02% | 258 |
|
|
2025
Q2 | $268K | Sell |
981
-55
| -5% | -$14.7K | 0.02% | 244 |
|
|
2025
Q1 | $278K | Sell |
1,036
-1
| -0.1% | -$311 | 0.02% | 223 |
|
|
2024
Q4 | $347K | Buy |
1,037
+2
| +0.2% | +$638 | 0.03% | 197 |
|
|
2024
Q3 | $283K | Buy |
+1,035
| New | +$265K | 0.02% | 215 |
|
|
2024
Q2 | – | Sell |
-716
| Closed | -$216K | – | 368 |
|
|
2024
Q1 | $216K | Buy |
+716
| New | +$207K | 0.02% | 241 |
|
|
2022
Q4 | – | Sell |
-665
| Closed | -$96K | – | 479 |
|
|
2022
Q3 | $96K | Sell |
665
-37
| -5% | -$6.27K | 0.01% | 258 |
|
|
2022
Q2 | $116K | Sell |
702
-54
| -7% | -$9.54K | 0.01% | 240 |
|
|
2022
Q1 | $161K | Buy |
756
+15
| +2% | +$3.23K | 0.02% | 218 |
|
|
2021
Q4 | $188K | Hold |
741
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $201K | Sell |
741
-4
| -0.5% | -$1.02K | 0.03% | 192 |
|
|
2021
Q2 | $182K | Hold |
745
| – | – | 0.02% | 198 |
|
|
2021
Q1 | $158K | Hold |
745
| – | – | 0.02% | 195 |
|
|
2020
Q4 | $166K | Hold |
745
| – | – | 0.03% | 182 |
|
|
2020
Q3 | $187K | Buy |
745
+375
| +101% | +$82.1K | 0.03% | 158 |
|
|
2020
Q2 | $69K | Buy |
370
+100
| +37% | +$16.9K | 0.01% | 221 |
|
|
2020
Q1 | $39K | Buy |
270
+28
| +12% | +$4.8K | 0.01% | 274 |
|
|
2019
Q4 | $39K | Hold |
242
| – | – | 0.01% | 315 |
|
|
2019
Q3 | $36K | Hold |
242
| – | – | 0.01% | 325 |
|
|
2019
Q2 | $37K | Hold |
242
| – | – | 0.01% | 321 |
|
|
2019
Q1 | $38K | Hold |
242
| – | – | 0.01% | 307 |
|
|
2018
Q4 | $33K | Hold |
242
| – | – | 0.01% | 292 |
|
|
2018
Q3 | $38K | Buy |
+242
| New | +$35.9K | 0.01% | 303 |
|
|
2013
Q4 | – | Sell |
-1,053
| Closed | -$55K | – | 822 |
|
|
2013
Q3 | $55K | Buy |
1,053
+92
| +10% | +$4.18K | 0.02% | 306 |
|
|
2013
Q2 | $37K | Buy |
+961
| New | +$39.7K | 0.01% | 383 |
|
Other funds holding CRM
Howe & Rusling's CRM Position: Q1 2026 in Review
Howe & Rusling sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,307 shares — an estimated $346K sold.
Howe & Rusling first reported a position in CRM in Q2 2013 and held it in 26 quarters. The position peaked at $347K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Howe & Rusling reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
- Howe & Rusling sold 1,307 Salesforce shares in Q1 2026, an estimated $346K.
- Howe & Rusling first reported a position in Salesforce in Q2 2013 and held it in 26 quarters.
- Howe & Rusling's Salesforce position peaked at $347K in Q4 2024.
- 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.