Joel Isaacson & Co’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 | $829K | Sell |
5,290
-236
| -4% | -$41.5K | 0.02% | 227 |
|
|
2026
Q1 | $1.03M | Buy |
5,526
+423
| +8% | +$87.6K | 0.03% | 187 |
|
|
2025
Q4 | $1.35M | Sell |
5,103
-266
| -5% | -$66.1K | 0.04% | 166 |
|
|
2025
Q3 | $1.27M | Buy |
5,369
+2,358
| +78% | +$595K | 0.05% | 156 |
|
|
2025
Q2 | $821K | Buy |
3,011
+123
| +4% | +$32.9K | 0.03% | 187 |
|
|
2025
Q1 | $775K | Buy |
2,888
+454
| +19% | +$141K | 0.04% | 185 |
|
|
2024
Q4 | $814K | Buy |
2,434
+85
| +4% | +$27.1K | 0.04% | 169 |
|
|
2024
Q3 | $643K | Buy |
2,349
+346
| +17% | +$88.6K | 0.03% | 186 |
|
|
2024
Q2 | $515K | Buy |
2,003
+56
| +3% | +$15K | 0.03% | 210 |
|
|
2024
Q1 | $586K | Buy |
1,947
+536
| +38% | +$155K | 0.03% | 193 |
|
|
2023
Q4 | $371K | Buy |
1,411
+8
| +0.6% | +$1.81K | 0.02% | 232 |
|
|
2023
Q3 | $285K | Sell |
1,403
-20
| -1% | -$4.32K | 0.02% | 249 |
|
|
2023
Q2 | $301K | Buy |
1,423
+32
| +2% | +$6.53K | 0.02% | 253 |
|
|
2023
Q1 | $278K | Buy |
+1,391
| New | +$235K | 0.02% | 269 |
|
|
2022
Q1 | – | Sell |
-1,323
| Closed | -$336K | – | 313 |
|
|
2021
Q4 | $336K | Hold |
1,323
| – | – | 0.02% | 246 |
|
|
2021
Q3 | $359K | Buy |
1,323
+158
| +14% | +$40.1K | 0.03% | 225 |
|
|
2021
Q2 | $285K | Sell |
1,165
-100
| -8% | -$23K | 0.02% | 240 |
|
|
2021
Q1 | $268K | Buy |
1,265
+250
| +25% | +$55.7K | 0.02% | 226 |
|
|
2020
Q4 | $226K | Buy |
+1,015
| New | +$247K | 0.02% | 220 |
|
|
2017
Q1 | – | Sell |
-425
| Closed | -$29K | – | 252 |
|
|
2016
Q4 | $29K | Hold |
425
| – | – | 0.01% | 391 |
|
|
2016
Q3 | $30K | Hold |
425
| – | – | 0.01% | 407 |
|
|
2016
Q2 | $34K | Hold |
425
| – | – | 0.01% | 383 |
|
|
2016
Q1 | $31K | Hold |
425
| – | – | 0.01% | 411 |
|
|
2015
Q4 | $33K | Hold |
425
| – | – | 0.01% | 385 |
|
|
2015
Q3 | $30K | Hold |
425
| – | – | 0.01% | 412 |
|
|
2015
Q2 | $30K | Hold |
425
| – | – | 0.01% | 435 |
|
|
2015
Q1 | $28K | Hold |
425
| – | – | 0.01% | 432 |
|
|
2014
Q4 | $25K | Hold |
425
| – | – | 0.01% | 404 |
|
|
2014
Q3 | $24K | Hold |
425
| – | – | 0.01% | 390 |
|
|
2014
Q2 | $25K | Hold |
425
| – | – | 0.01% | 378 |
|
|
2014
Q1 | $24K | Hold |
425
| – | – | 0.01% | 383 |
|
|
2013
Q4 | $23K | Hold |
425
| – | – | 0.01% | 360 |
|
|
2013
Q3 | $22K | Buy |
+425
| New | +$19.3K | 0.01% | 347 |
|
Other funds holding CRM
Joel Isaacson & Co's CRM Position: Q2 2026 in Review
Joel Isaacson & Co reduced its Salesforce (CRM) stake by 4.3% in Q2 2026, selling an estimated $41.5K and leaving 5,290 shares worth $829K. The position accounts for 0.02% of the portfolio, ranked #227.
Joel Isaacson & Co first reported a position in CRM in Q3 2013 and has held it in 33 quarters since. The position peaked at $1.35M in Q4 2025. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Joel Isaacson & Co held 5,290 shares of Salesforce worth $829K as of Q2 2026.
- Joel Isaacson & Co sold 236 Salesforce shares in Q2 2026, an estimated $41.5K.
- Salesforce made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #227 holding.
- Joel Isaacson & Co first reported a position in Salesforce in Q3 2013 and has held it in 33 quarters since.
- Joel Isaacson & Co's Salesforce position peaked at $1.35M in Q4 2025.
- 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.