IHT Wealth Management’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 | $1.64M | Sell |
10,495
-2,944
| -22% | -$518K | 0.04% | 456 |
|
|
2026
Q1 | $2.51M | Buy |
13,439
+486
| +4% | +$101K | 0.06% | 317 |
|
|
2025
Q4 | $3.4M | Sell |
12,953
-363
| -3% | -$90.2K | 0.08% | 242 |
|
|
2025
Q3 | $3.16M | Sell |
13,316
-1,802
| -12% | -$454K | 0.08% | 245 |
|
|
2025
Q2 | $4.12M | Buy |
15,118
+1,235
| +9% | +$330K | 0.11% | 176 |
|
|
2025
Q1 | $3.73M | Buy |
13,883
+2,759
| +25% | +$858K | 0.12% | 176 |
|
|
2024
Q4 | $3.72M | Sell |
11,124
-3,415
| -23% | -$1.09M | 0.12% | 166 |
|
|
2024
Q3 | $3.98M | Buy |
14,539
+3,967
| +38% | +$1.02M | 0.11% | 189 |
|
|
2024
Q2 | $2.72M | Buy |
10,572
+1,316
| +14% | +$352K | 0.1% | 199 |
|
|
2024
Q1 | $2.79M | Buy |
9,256
+257
| +3% | +$74.2K | 0.11% | 190 |
|
|
2023
Q4 | $2.37M | Buy |
8,999
+921
| +11% | +$208K | 0.11% | 195 |
|
|
2023
Q3 | $1.64M | Buy |
8,078
+152
| +2% | +$32.8K | 0.08% | 232 |
|
|
2023
Q2 | $1.67M | Sell |
7,926
-48
| -0.6% | -$9.8K | 0.09% | 216 |
|
|
2023
Q1 | $1.59M | Buy |
7,974
+391
| +5% | +$66K | 0.09% | 222 |
|
|
2022
Q4 | $1.01M | Sell |
7,583
-1,637
| -18% | -$239K | 0.06% | 294 |
|
|
2022
Q3 | $1.33M | Buy |
9,220
+2,155
| +31% | +$365K | 0.1% | 225 |
|
|
2022
Q2 | $1.17M | Sell |
7,065
-1,866
| -21% | -$330K | 0.1% | 210 |
|
|
2022
Q1 | $1.9M | Buy |
8,931
+1,183
| +15% | +$255K | 0.14% | 149 |
|
|
2021
Q4 | $1.97M | Buy |
7,748
+532
| +7% | +$149K | 0.15% | 141 |
|
|
2021
Q3 | $1.96M | Sell |
7,216
-1,250
| -15% | -$317K | 0.16% | 136 |
|
|
2021
Q2 | $2.07M | Sell |
8,466
-352
| -4% | -$81.1K | 0.13% | 163 |
|
|
2021
Q1 | $1.87M | Buy |
8,818
+2,439
| +38% | +$543K | 0.13% | 160 |
|
|
2020
Q4 | $1.42M | Buy |
6,379
+1,145
| +22% | +$278K | 0.12% | 180 |
|
|
2020
Q3 | $1.31M | Sell |
5,234
-809
| -13% | -$177K | 0.13% | 165 |
|
|
2020
Q2 | $1.13M | Sell |
6,043
-2,836
| -32% | -$478K | 0.16% | 145 |
|
|
2020
Q1 | $1.28M | Buy |
8,879
+64
| +0.7% | +$11K | 0.18% | 130 |
|
|
2019
Q4 | $1.43M | Sell |
8,815
-1,600
| -15% | -$251K | 0.17% | 142 |
|
|
2019
Q3 | $1.55M | Buy |
10,415
+3,694
| +55% | +$561K | 0.21% | 117 |
|
|
2019
Q2 | $1.02M | Buy |
6,721
+3,361
| +100% | +$527K | 0.15% | 151 |
|
|
2019
Q1 | $532K | Buy |
3,360
+1,213
| +56% | +$188K | 0.09% | 258 |
|
|
2018
Q4 | $294K | Buy |
2,147
+229
| +12% | +$31.5K | 0.06% | 336 |
|
|
2018
Q3 | $305K | Buy |
1,918
+71
| +4% | +$10.5K | 0.07% | 319 |
|
|
2018
Q2 | $252K | Buy |
1,847
+137
| +8% | +$17.5K | 0.06% | 338 |
|
|
2018
Q1 | $197K | Buy |
1,710
+8
| +0.5% | +$919 | 0.05% | 351 |
|
|
2017
Q4 | $185K | Buy |
1,702
+391
| +30% | +$39.8K | 0.05% | 364 |
|
|
2017
Q3 | $126K | Buy |
1,311
+578
| +79% | +$53.2K | 0.05% | 312 |
|
|
2017
Q2 | $1K | Buy |
733
+100
| +16% | +$8.71K | ﹤0.01% | 1288 |
|
|
2017
Q1 | $54K | Buy |
633
+140
| +28% | +$11.2K | 0.04% | 399 |
|
|
2016
Q4 | $35K | Buy |
+493
| New | +$35.8K | 0.03% | 470 |
|
Other funds holding CRM
IHT Wealth Management's CRM Position: Q2 2026 in Review
IHT Wealth Management reduced its Salesforce (CRM) stake by 22% in Q2 2026, selling an estimated $518K and leaving 10,495 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #456.
IHT Wealth Management first reported a position in CRM in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.12M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- IHT Wealth Management held 10,495 shares of Salesforce worth $1.64M as of Q2 2026.
- IHT Wealth Management sold 2,944 Salesforce shares in Q2 2026, an estimated $518K.
- Salesforce made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #456 holding.
- IHT Wealth Management first reported a position in Salesforce in Q4 2016 and has held it in 39 quarters since.
- IHT Wealth Management's Salesforce position peaked at $4.12M in Q2 2025.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.