Kovack Advisors’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 | $1.07M | Sell |
6,667
-187
| -3% | -$32.9K | 0.05% | 364 |
|
|
2026
Q1 | $1.28M | Sell |
6,854
-10,566
| -61% | -$2.19M | 0.07% | 282 |
|
|
2025
Q4 | $4.61M | Buy |
17,420
+5,056
| +41% | +$1.26M | 0.21% | 90 |
|
|
2025
Q3 | $2.93M | Buy |
12,364
+205
| +2% | +$51.7K | 0.28% | 67 |
|
|
2025
Q2 | $3.32M | Buy |
12,159
+1,105
| +10% | +$295K | 0.33% | 65 |
|
|
2025
Q1 | $2.97M | Buy |
11,054
+981
| +10% | +$305K | 0.31% | 65 |
|
|
2024
Q4 | $3.37M | Buy |
10,073
+860
| +9% | +$274K | 0.33% | 57 |
|
|
2024
Q3 | $2.52M | Buy |
9,213
+1,690
| +22% | +$433K | 0.27% | 78 |
|
|
2024
Q2 | $1.93M | Sell |
7,523
-3,729
| -33% | -$998K | 0.21% | 102 |
|
|
2024
Q1 | $3.39M | Sell |
11,252
-563
| -5% | -$162K | 0.41% | 46 |
|
|
2023
Q4 | $3.11M | Buy |
11,815
+271
| +2% | +$61.3K | 0.37% | 47 |
|
|
2023
Q3 | $2.34M | Buy |
11,544
+228
| +2% | +$49.3K | 0.33% | 62 |
|
|
2023
Q2 | $2.39M | Buy |
11,316
+3,447
| +44% | +$704K | 0.31% | 64 |
|
|
2023
Q1 | $1.57M | Sell |
7,869
-1,045
| -12% | -$177K | 0.21% | 106 |
|
|
2022
Q4 | $1.18M | Sell |
8,914
-3,885
| -30% | -$567K | 0.17% | 130 |
|
|
2022
Q3 | $1.84M | Sell |
12,799
-789
| -6% | -$134K | 0.27% | 79 |
|
|
2022
Q2 | $2.24M | Buy |
13,588
+602
| +5% | +$106K | 0.3% | 77 |
|
|
2022
Q1 | $2.76M | Sell |
12,986
-426
| -3% | -$91.7K | 0.28% | 73 |
|
|
2021
Q4 | $3.41M | Sell |
13,412
-2,645
| -16% | -$743K | 0.33% | 66 |
|
|
2021
Q3 | $4.36M | Sell |
16,057
-1,068
| -6% | -$271K | 0.47% | 30 |
|
|
2021
Q2 | $4.18M | Sell |
17,125
-1,418
| -8% | -$327K | 0.48% | 36 |
|
|
2021
Q1 | $3.93M | Buy |
18,543
+2,515
| +16% | +$560K | 0.51% | 35 |
|
|
2020
Q4 | $3.57M | Buy |
16,028
+6,170
| +63% | +$1.5M | 0.51% | 37 |
|
|
2020
Q3 | $2.48M | Sell |
9,858
-291
| -3% | -$63.7K | 0.44% | 49 |
|
|
2020
Q2 | $1.9M | Sell |
10,149
-189
| -2% | -$31.8K | 0.37% | 71 |
|
|
2020
Q1 | $1.49M | Buy |
10,338
+1,945
| +23% | +$333K | 0.34% | 77 |
|
|
2019
Q4 | $1.36M | Sell |
8,393
-733
| -8% | -$115K | 0.24% | 99 |
|
|
2019
Q3 | $1.35M | Sell |
9,126
-115
| -1% | -$17.5K | 0.28% | 88 |
|
|
2019
Q2 | $1.4M | Sell |
9,241
-2,677
| -22% | -$420K | 0.32% | 76 |
|
|
2019
Q1 | $1.89M | Buy |
11,918
+1,173
| +11% | +$182K | 0.47% | 47 |
|
|
2018
Q4 | $1.47M | Buy |
10,745
+761
| +8% | +$105K | 0.43% | 56 |
|
|
2018
Q3 | $1.59M | Buy |
9,984
+1,200
| +14% | +$178K | 0.41% | 62 |
|
|
2018
Q2 | $1.2M | Buy |
8,784
+4,167
| +90% | +$532K | 0.33% | 73 |
|
|
2018
Q1 | $537K | Buy |
4,617
+119
| +3% | +$13.7K | 0.13% | 181 |
|
|
2017
Q4 | $460K | Buy |
4,498
+848
| +23% | +$86.4K | 0.12% | 206 |
|
|
2017
Q3 | $341K | Buy |
3,650
+108
| +3% | +$9.94K | 0.11% | 215 |
|
|
2017
Q2 | $307K | Sell |
3,542
-605
| -15% | -$52.7K | 0.1% | 247 |
|
|
2017
Q1 | $342K | Buy |
+4,147
| New | +$331K | 0.13% | 173 |
|
|
2016
Q4 | – | Sell |
-5,883
| Closed | -$420K | – | 271 |
|
|
2016
Q3 | $420K | Buy |
5,883
+2,159
| +58% | +$168K | 0.2% | 119 |
|
|
2016
Q2 | $296K | Buy |
+3,724
| New | +$292K | 0.16% | 159 |
|
Other funds holding CRM
Kovack Advisors's CRM Position: Q2 2026 in Review
Kovack Advisors reduced its Salesforce (CRM) stake by 2.7% in Q2 2026, selling an estimated $32.9K and leaving 6,667 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #364.
Kovack Advisors first reported a position in CRM in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.61M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Kovack Advisors held 6,667 shares of Salesforce worth $1.07M as of Q2 2026.
- Kovack Advisors sold 187 Salesforce shares in Q2 2026, an estimated $32.9K.
- Salesforce made up 0.05% of Kovack Advisors's portfolio in Q2 2026, its #364 holding.
- Kovack Advisors first reported a position in Salesforce in Q2 2016 and has held it in 40 quarters since.
- Kovack Advisors's Salesforce position peaked at $4.61M in Q4 2025.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.