Level Four Advisory Services’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 | $7.63M | Buy |
40,880
+4,715
| +13% | +$977K | 0.25% | 106 |
|
|
2025
Q4 | $9.58M | Buy |
36,165
+4,345
| +14% | +$1.08M | 0.31% | 69 |
|
|
2025
Q3 | $7.54M | Buy |
31,820
+231
| +0.7% | +$58.3K | 0.26% | 95 |
|
|
2025
Q2 | $8.61M | Sell |
31,589
-1,508
| -5% | -$403K | 0.32% | 72 |
|
|
2025
Q1 | $8.88M | Buy |
33,097
+2,340
| +8% | +$728K | 0.37% | 58 |
|
|
2024
Q4 | $10.3M | Buy |
30,757
+1,231
| +4% | +$393K | 0.42% | 50 |
|
|
2024
Q3 | $8.6M | Sell |
29,526
-6
| -0% | -$1.54K | 0.36% | 52 |
|
|
2024
Q2 | $7.59M | Sell |
29,532
-5,495
| -16% | -$1.47M | 0.34% | 59 |
|
|
2024
Q1 | $9.22M | Buy |
35,027
+1,392
| +4% | +$402K | 0.51% | 35 |
|
|
2023
Q4 | $8.85M | Buy |
33,635
+663
| +2% | +$150K | 0.5% | 35 |
|
|
2023
Q3 | $6.69M | Buy |
+32,972
| New | +$7.12M | 0.43% | 45 |
|
|
2023
Q2 | – | Sell |
-31,318
| Closed | -$6.26M | – | 812 |
|
|
2023
Q1 | $6.26M | Buy |
31,318
+11,451
| +58% | +$1.93M | 0.41% | 46 |
|
|
2022
Q4 | $2.63M | Buy |
19,867
+55
| +0.3% | +$8.03K | 0.2% | 125 |
|
|
2022
Q3 | $2.85M | Buy |
19,812
+480
| +2% | +$81.4K | 0.28% | 91 |
|
|
2022
Q2 | $3.19M | Buy |
19,332
+2,219
| +13% | +$392K | 0.3% | 94 |
|
|
2022
Q1 | $3.63M | Buy |
17,113
+170
| +1% | +$36.6K | 0.28% | 96 |
|
|
2021
Q4 | $4.31M | Buy |
16,943
+1,143
| +7% | +$321K | 0.33% | 77 |
|
|
2021
Q3 | $4.29M | Sell |
15,800
-10,215
| -39% | -$2.59M | 0.45% | 56 |
|
|
2021
Q2 | $6.36M | Buy |
26,015
+612
| +2% | +$141K | 0.44% | 47 |
|
|
2021
Q1 | $5.38M | Buy |
25,403
+688
| +3% | +$153K | 0.42% | 49 |
|
|
2020
Q4 | $5.5M | Buy |
24,715
+271
| +1% | +$65.9K | 0.44% | 50 |
|
|
2020
Q3 | $6.14M | Sell |
24,444
-2,499
| -9% | -$547K | 0.47% | 45 |
|
|
2020
Q2 | $5.05M | Buy |
26,943
+11,888
| +79% | +$2M | 0.39% | 55 |
|
|
2020
Q1 | $2.16M | Buy |
15,055
+11,239
| +295% | +$1.93M | 0.26% | 96 |
|
|
2019
Q4 | $611K | Buy |
3,816
+1,126
| +42% | +$177K | 0.02% | 357 |
|
|
2019
Q3 | $399K | Sell |
2,690
-58
| -2% | -$8.81K | 0.04% | 356 |
|
|
2019
Q2 | $417K | Buy |
2,748
+330
| +14% | +$51.7K | 0.04% | 356 |
|
|
2019
Q1 | $383K | Sell |
2,418
-417
| -15% | -$64.6K | 0.04% | 357 |
|
|
2018
Q4 | $388K | Sell |
2,835
-2,755
| -49% | -$379K | 0.05% | 349 |
|
|
2018
Q3 | $889K | Sell |
5,590
-9,369
| -63% | -$1.39M | 0.1% | 221 |
|
|
2018
Q2 | $2.04M | Sell |
14,959
-308
| -2% | -$39.3K | 0.15% | 140 |
|
|
2018
Q1 | $1.78M | Sell |
15,267
-1,176
| -7% | -$135K | 0.14% | 144 |
|
|
2017
Q4 | $1.68M | Buy |
16,443
+543
| +3% | +$55.3K | 0.13% | 149 |
|
|
2017
Q3 | $1.49M | Buy |
15,900
+6,942
| +77% | +$639K | 0.13% | 152 |
|
|
2017
Q2 | $764K | Sell |
8,958
-6,579
| -42% | -$573K | 0.12% | 188 |
|
|
2017
Q1 | $1.31M | Buy |
15,537
+860
| +6% | +$68.7K | 0.13% | 162 |
|
|
2016
Q4 | $1M | Buy |
+14,677
| New | +$1.07M | 0.13% | 170 |
|
Other funds holding CRM
VCM
VPM
Level Four Advisory Services's CRM Position: Q1 2026 in Review
Level Four Advisory Services increased its Salesforce (CRM) stake by 13% in Q1 2026, buying an estimated $977K and bringing the position to 40,880 shares worth $7.63M. The position accounts for 0.25% of the portfolio, ranked #106.
Level Four Advisory Services first reported a position in CRM in Q4 2016 and has held it in 37 quarters since. The position peaked at $10.3M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Level Four Advisory Services held 40,880 shares of Salesforce worth $7.63M as of Q1 2026.
- Level Four Advisory Services bought 4,715 Salesforce shares in Q1 2026, an estimated $977K.
- Salesforce made up 0.25% of Level Four Advisory Services's portfolio in Q1 2026, its #106 holding.
- Level Four Advisory Services first reported a position in Salesforce in Q4 2016 and has held it in 37 quarters since.
- Level Four Advisory Services's Salesforce position peaked at $10.3M in Q4 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.