JT Stratford 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
Q1 | $1.04M | Buy |
5,553
+11
| +0.2% | +$2.28K | 0.13% | 150 |
|
|
2025
Q4 | $1.47M | Sell |
5,542
-1,324
| -19% | -$329K | 0.19% | 117 |
|
|
2025
Q3 | $1.63M | Sell |
6,866
-480
| -7% | -$121K | 0.22% | 99 |
|
|
2025
Q2 | $2M | Buy |
7,346
+5,131
| +232% | +$1.37M | 0.3% | 70 |
|
|
2025
Q1 | $594K | Sell |
2,215
-300
| -12% | -$93.3K | 0.11% | 187 |
|
|
2024
Q4 | $841K | Sell |
2,515
-326
| -11% | -$104K | 0.14% | 155 |
|
|
2024
Q3 | $778K | Buy |
2,841
+712
| +33% | +$182K | 0.13% | 161 |
|
|
2024
Q2 | $547K | Sell |
2,129
-512
| -19% | -$137K | 0.1% | 185 |
|
|
2024
Q1 | $795K | Buy |
2,641
+936
| +55% | +$270K | 0.16% | 155 |
|
|
2023
Q4 | $449K | Buy |
1,705
+224
| +15% | +$50.7K | 0.1% | 188 |
|
|
2023
Q3 | $300K | Sell |
1,481
-2,601
| -64% | -$562K | 0.08% | 198 |
|
|
2023
Q2 | $862K | Buy |
4,082
+2,992
| +274% | +$611K | 0.23% | 105 |
|
|
2023
Q1 | $218K | Sell |
1,090
-3,275
| -75% | -$553K | 0.06% | 213 |
|
|
2022
Q4 | $579K | Sell |
4,365
-737
| -14% | -$108K | 0.19% | 120 |
|
|
2022
Q3 | $734K | Sell |
5,102
-6,135
| -55% | -$1.04M | 0.26% | 82 |
|
|
2022
Q2 | $1.85M | Buy |
11,237
+808
| +8% | +$143K | 0.59% | 42 |
|
|
2022
Q1 | $2.21M | Buy |
10,429
+2,107
| +25% | +$453K | 0.65% | 46 |
|
|
2021
Q4 | $2.12M | Sell |
8,322
-54
| -0.6% | -$15.2K | 0.58% | 50 |
|
|
2021
Q3 | $2.27M | Buy |
8,376
+86
| +1% | +$21.8K | 0.7% | 40 |
|
|
2021
Q2 | $2.02M | Buy |
8,290
+809
| +11% | +$186K | 0.65% | 39 |
|
|
2021
Q1 | $1.58M | Buy |
7,481
+425
| +6% | +$94.6K | 0.56% | 50 |
|
|
2020
Q4 | $1.57M | Sell |
7,056
-1,811
| -20% | -$440K | 0.59% | 44 |
|
|
2020
Q3 | $2.23M | Sell |
8,867
-62
| -0.7% | -$13.6K | 0.96% | 26 |
|
|
2020
Q2 | $1.67M | Buy |
8,929
+141
| +2% | +$23.8K | 0.86% | 36 |
|
|
2020
Q1 | $1.26M | Sell |
8,788
-1,420
| -14% | -$243K | 0.77% | 40 |
|
|
2019
Q4 | $1.66M | Sell |
10,208
-623
| -6% | -$97.7K | 0.76% | 43 |
|
|
2019
Q3 | $1.61M | Buy |
10,831
+1,101
| +11% | +$167K | 0.9% | 38 |
|
|
2019
Q2 | $1.48M | Sell |
9,730
-796
| -8% | -$125K | 0.82% | 38 |
|
|
2019
Q1 | $1.67M | Buy |
10,526
+1,060
| +11% | +$164K | 0.96% | 36 |
|
|
2018
Q4 | $1.3M | Sell |
9,466
-1,650
| -15% | -$227K | 0.86% | 43 |
|
|
2018
Q3 | $1.77M | Sell |
11,116
-551
| -5% | -$81.8K | 1.01% | 36 |
|
|
2018
Q2 | $1.59M | Sell |
11,667
-193
| -2% | -$24.6K | 0.98% | 41 |
|
|
2018
Q1 | $1.38M | Sell |
11,860
-2,375
| -17% | -$273K | 0.86% | 41 |
|
|
2017
Q4 | $1.46M | Sell |
14,235
-1,493
| -9% | -$152K | 0.95% | 38 |
|
|
2017
Q3 | $1.47M | Buy |
15,728
+1,128
| +8% | +$104K | 0.95% | 37 |
|
|
2017
Q2 | $1.26M | Sell |
14,600
-2,246
| -13% | -$196K | 0.89% | 38 |
|
|
2017
Q1 | $1.39M | Buy |
16,846
+9,766
| +138% | +$780K | 1.03% | 36 |
|
|
2016
Q4 | $485K | Buy |
+7,080
| New | +$514K | 0.41% | 66 |
|
Other funds holding CRM
VCM
VPM
JT Stratford LLC's CRM Position: Q1 2026 in Review
JT Stratford LLC increased its Salesforce (CRM) stake by 0.2% in Q1 2026, buying an estimated $2.28K and bringing the position to 5,553 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #150.
JT Stratford LLC first reported a position in CRM in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.27M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- JT Stratford LLC held 5,553 shares of Salesforce worth $1.04M as of Q1 2026.
- JT Stratford LLC bought 11 Salesforce shares in Q1 2026, an estimated $2.28K.
- Salesforce made up 0.13% of JT Stratford LLC's portfolio in Q1 2026, its #150 holding.
- JT Stratford LLC first reported a position in Salesforce in Q4 2016 and has held it in 38 quarters since.
- JT Stratford LLC's Salesforce position peaked at $2.27M in Q3 2021.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.