Ingalls & Snyder LLC’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 | $813K | Sell |
5,191
-287
| -5% | -$50.5K | 0.02% | 243 |
|
|
2026
Q1 | $1.02M | Sell |
5,478
-113
| -2% | -$23.4K | 0.04% | 219 |
|
|
2025
Q4 | $1.48M | Sell |
5,591
-145
| -3% | -$36K | 0.05% | 187 |
|
|
2025
Q3 | $1.36M | Sell |
5,736
-762
| -12% | -$192K | 0.04% | 199 |
|
|
2025
Q2 | $1.77M | Sell |
6,498
-671
| -9% | -$179K | 0.06% | 165 |
|
|
2025
Q1 | $1.92M | Sell |
7,169
-186
| -3% | -$57.9K | 0.06% | 155 |
|
|
2024
Q4 | $2.46M | Sell |
7,355
-179
| -2% | -$57.1K | 0.1% | 129 |
|
|
2024
Q3 | $2.06M | Buy |
7,534
+41
| +0.5% | +$10.5K | 0.08% | 146 |
|
|
2024
Q2 | $1.93M | Sell |
7,493
-866
| -10% | -$232K | 0.08% | 145 |
|
|
2024
Q1 | $2.52M | Sell |
8,359
-80
| -0.9% | -$23.1K | 0.11% | 126 |
|
|
2023
Q4 | $2.22M | Sell |
8,439
-941
| -10% | -$213K | 0.1% | 131 |
|
|
2023
Q3 | $1.9M | Sell |
9,380
-643
| -6% | -$139K | 0.09% | 145 |
|
|
2023
Q2 | $2.12M | Sell |
10,023
-356
| -3% | -$72.7K | 0.1% | 134 |
|
|
2023
Q1 | $2.07M | Sell |
10,379
-174
| -2% | -$29.4K | 0.11% | 134 |
|
|
2022
Q4 | $1.4M | Sell |
10,553
-14,785
| -58% | -$2.16M | 0.08% | 163 |
|
|
2022
Q3 | $3.65M | Sell |
25,338
-24
| -0.1% | -$4.07K | 0.2% | 84 |
|
|
2022
Q2 | $4.19M | Buy |
25,362
+4,217
| +20% | +$745K | 0.22% | 78 |
|
|
2022
Q1 | $4.49M | Buy |
21,145
+6,318
| +43% | +$1.36M | 0.2% | 92 |
|
|
2021
Q4 | $3.77M | Buy |
14,827
+958
| +7% | +$269K | 0.17% | 110 |
|
|
2021
Q3 | $3.76M | Buy |
13,869
+8,751
| +171% | +$2.22M | 0.17% | 108 |
|
|
2021
Q2 | $1.25M | Buy |
5,118
+328
| +7% | +$75.6K | 0.06% | 219 |
|
|
2021
Q1 | $1.01M | Buy |
4,790
+592
| +14% | +$132K | 0.05% | 227 |
|
|
2020
Q4 | $934K | Buy |
4,198
+1,482
| +55% | +$360K | 0.05% | 231 |
|
|
2020
Q3 | $683K | Buy |
2,716
+32
| +1% | +$7K | 0.05% | 218 |
|
|
2020
Q2 | $503K | Buy |
2,684
+70
| +3% | +$11.8K | 0.03% | 255 |
|
|
2020
Q1 | $376K | Sell |
2,614
-1,168
| -31% | -$200K | 0.03% | 293 |
|
|
2019
Q4 | $615K | Buy |
3,782
+882
| +30% | +$138K | 0.03% | 248 |
|
|
2019
Q3 | $430K | Buy |
2,900
+87
| +3% | +$13.2K | 0.02% | 307 |
|
|
2019
Q2 | $427K | Sell |
2,813
-123
| -4% | -$19.3K | 0.02% | 308 |
|
|
2019
Q1 | $465K | Buy |
2,936
+102
| +4% | +$15.8K | 0.02% | 297 |
|
|
2018
Q4 | $388K | Buy |
2,834
+383
| +16% | +$52.7K | 0.02% | 300 |
|
|
2018
Q3 | $390K | Buy |
2,451
+525
| +27% | +$77.9K | 0.02% | 330 |
|
|
2018
Q2 | $263K | Buy |
+1,926
| New | +$246K | 0.01% | 344 |
|
Other funds holding CRM
Ingalls & Snyder LLC's CRM Position: Q2 2026 in Review
Ingalls & Snyder LLC reduced its Salesforce (CRM) stake by 5.2% in Q2 2026, selling an estimated $50.5K and leaving 5,191 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #243.
Ingalls & Snyder LLC first reported a position in CRM in Q2 2018 and has held it in 33 quarters since. The position peaked at $4.49M in Q1 2022. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Ingalls & Snyder LLC held 5,191 shares of Salesforce worth $813K as of Q2 2026.
- Ingalls & Snyder LLC sold 287 Salesforce shares in Q2 2026, an estimated $50.5K.
- Salesforce made up 0.02% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #243 holding.
- Ingalls & Snyder LLC first reported a position in Salesforce in Q2 2018 and has held it in 33 quarters since.
- Ingalls & Snyder LLC's Salesforce position peaked at $4.49M in Q1 2022.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.