INVST’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 | $1.31M | Sell |
7,012
-2,774
| -28% | -$575K | 0.15% | 108 |
|
|
2025
Q4 | $2.59M | Buy |
9,786
+3,715
| +61% | +$923K | 0.28% | 66 |
|
|
2025
Q3 | $1.44M | Sell |
6,071
-487
| -7% | -$123K | 0.16% | 108 |
|
|
2025
Q2 | $1.79M | Sell |
6,558
-2,592
| -28% | -$693K | 0.22% | 82 |
|
|
2025
Q1 | $2.46M | Sell |
9,150
-8,268
| -47% | -$2.57M | 0.34% | 64 |
|
|
2024
Q4 | $5.82M | Buy |
17,418
+415
| +2% | +$132K | 0.71% | 39 |
|
|
2024
Q3 | $4.65M | Buy |
17,003
+685
| +4% | +$175K | 0.56% | 44 |
|
|
2024
Q2 | $4.18M | Buy |
16,318
+1,455
| +10% | +$389K | 0.46% | 48 |
|
|
2024
Q1 | $4.49M | Sell |
14,863
-1,138
| -7% | -$328K | 0.53% | 44 |
|
|
2023
Q4 | $4.57M | Sell |
16,001
-518
| -3% | -$117K | 0.58% | 41 |
|
|
2023
Q3 | $3.35M | Buy |
16,519
+173
| +1% | +$37.4K | 0.48% | 40 |
|
|
2023
Q2 | $3.45M | Sell |
16,346
-143
| -0.9% | -$29.2K | 0.5% | 36 |
|
|
2023
Q1 | $3.23M | Buy |
16,489
+1,461
| +10% | +$247K | 0.5% | 36 |
|
|
2022
Q4 | $2.52M | Sell |
15,028
-718
| -5% | -$105K | 0.39% | 39 |
|
|
2022
Q3 | $2.29M | Buy |
15,746
+102
| +0.7% | +$17.3K | 0.39% | 35 |
|
|
2022
Q2 | $2.95M | Buy |
15,644
+149
| +1% | +$26.3K | 0.46% | 36 |
|
|
2022
Q1 | $2.54M | Buy |
15,495
+3,001
| +24% | +$646K | 0.42% | 39 |
|
|
2021
Q4 | $2.38M | Buy |
12,494
+3,350
| +37% | +$941K | 0.37% | 39 |
|
|
2021
Q3 | $2.48M | Buy |
9,144
+199
| +2% | +$50.5K | 0.39% | 46 |
|
|
2021
Q2 | $2.13M | Buy |
8,945
+285
| +3% | +$65.7K | 0.35% | 47 |
|
|
2021
Q1 | $2M | Buy |
8,660
+1,167
| +16% | +$260K | 0.35% | 45 |
|
|
2020
Q4 | $1.67M | Buy |
7,493
+959
| +15% | +$233K | 0.3% | 48 |
|
|
2020
Q3 | $1.66M | Buy |
6,534
+460
| +8% | +$101K | 0.39% | 47 |
|
|
2020
Q2 | $1.17M | Buy |
6,074
+1,713
| +39% | +$289K | 0.35% | 51 |
|
|
2020
Q1 | $585K | Buy |
4,361
+256
| +6% | +$43.9K | 0.24% | 54 |
|
|
2019
Q4 | $668K | Buy |
4,105
+48
| +1% | +$7.52K | 0.25% | 49 |
|
|
2019
Q3 | $599K | Sell |
4,057
-11
| -0.3% | -$1.67K | 0.27% | 46 |
|
|
2019
Q2 | $627K | Hold |
4,068
| – | – | 0.32% | 35 |
|
|
2019
Q1 | $656K | Sell |
4,068
-103
| -2% | -$16K | 0.33% | 34 |
|
|
2018
Q4 | $571K | Buy |
4,171
+20
| +0.5% | +$2.75K | 0.32% | 29 |
|
|
2018
Q3 | $664K | Sell |
4,151
-1,212
| -23% | -$180K | 0.34% | 30 |
|
|
2018
Q2 | $732K | Buy |
+5,363
| New | +$684K | 0.43% | 30 |
|
Other funds holding CRM
VCM
VPM
INVST's CRM Position: Q1 2026 in Review
INVST reduced its Salesforce (CRM) stake by 28% in Q1 2026, selling an estimated $575K and leaving 7,012 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #108.
INVST first reported a position in CRM in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.82M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- INVST held 7,012 shares of Salesforce worth $1.31M as of Q1 2026.
- INVST sold 2,774 Salesforce shares in Q1 2026, an estimated $575K.
- Salesforce made up 0.15% of INVST's portfolio in Q1 2026, its #108 holding.
- INVST first reported a position in Salesforce in Q2 2018 and has held it in 32 quarters since.
- INVST's Salesforce position peaked at $5.82M in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.