Martingale Asset Management’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 | $16M | Sell |
85,775
-47,576
| -36% | -$9.86M | 0.4% | 88 |
|
|
2025
Q4 | $35.3M | Sell |
133,351
-1,291
| -1% | -$321K | 0.9% | 18 |
|
|
2025
Q3 | $31.9M | Buy |
134,642
+8,832
| +7% | +$2.23M | 0.8% | 24 |
|
|
2025
Q2 | $34.3M | Buy |
125,810
+54,525
| +76% | +$14.6M | 0.84% | 23 |
|
|
2025
Q1 | $19.1M | Buy |
71,285
+1,922
| +3% | +$598K | 0.49% | 80 |
|
|
2024
Q4 | $23.2M | Sell |
69,363
-587
| -0.8% | -$187K | 0.56% | 56 |
|
|
2024
Q3 | $19.1M | Sell |
69,950
-16,421
| -19% | -$4.21M | 0.44% | 92 |
|
|
2024
Q2 | $22.2M | Sell |
86,371
-65,415
| -43% | -$17.5M | 0.48% | 80 |
|
|
2024
Q1 | $45.7M | Buy |
151,786
+4,320
| +3% | +$1.25M | 0.91% | 18 |
|
|
2023
Q4 | $38.8M | Buy |
147,466
+31,292
| +27% | +$7.08M | 0.79% | 27 |
|
|
2023
Q3 | $23.6M | Buy |
116,174
+76,351
| +192% | +$16.5M | 0.5% | 80 |
|
|
2023
Q2 | $8.41M | Buy |
+39,823
| New | +$8.13M | 0.16% | 144 |
|
|
2023
Q1 | – | Sell |
-2,529
| Closed | -$335K | – | 837 |
|
|
2022
Q4 | $335K | Sell |
2,529
-1,782
| -41% | -$260K | 0.01% | 703 |
|
|
2022
Q3 | $621K | Sell |
4,311
-8,649
| -67% | -$1.47M | 0.01% | 569 |
|
|
2022
Q2 | $2.14M | Sell |
12,960
-6,753
| -34% | -$1.19M | 0.04% | 251 |
|
|
2022
Q1 | $4.19M | Sell |
19,713
-833
| -4% | -$179K | 0.06% | 191 |
|
|
2021
Q4 | $5.22M | Sell |
20,546
-2,724
| -12% | -$765K | 0.07% | 186 |
|
|
2021
Q3 | $6.31M | Buy |
23,270
+18,615
| +400% | +$4.73M | 0.08% | 173 |
|
|
2021
Q2 | $1.14M | Buy |
+4,655
| New | +$1.07M | 0.01% | 370 |
|
|
2021
Q1 | – | Sell |
-22,186
| Closed | -$4.94M | – | 858 |
|
|
2020
Q4 | $4.94M | Sell |
22,186
-67,685
| -75% | -$16.5M | 0.06% | 221 |
|
|
2020
Q3 | $22.6M | Sell |
89,871
-47,607
| -35% | -$10.4M | 0.27% | 122 |
|
|
2020
Q2 | $25.8M | Buy |
137,478
+127,456
| +1,272% | +$21.5M | 0.3% | 110 |
|
|
2020
Q1 | $1.44M | Buy |
10,022
+1,206
| +14% | +$207K | 0.02% | 570 |
|
|
2019
Q4 | $1.43M | Sell |
8,816
-194
| -2% | -$30.4K | 0.01% | 684 |
|
|
2019
Q3 | $1.34M | Sell |
9,010
-699
| -7% | -$106K | 0.01% | 701 |
|
|
2019
Q2 | $1.47M | Hold |
9,709
| – | – | 0.02% | 675 |
|
|
2019
Q1 | $1.54M | Buy |
9,709
+2,301
| +31% | +$357K | 0.02% | 667 |
|
|
2018
Q4 | $1.01M | Sell |
7,408
-5
| -0.1% | -$688 | 0.01% | 715 |
|
|
2018
Q3 | $1.18M | Buy |
7,413
+1,801
| +32% | +$267K | 0.01% | 693 |
|
|
2018
Q2 | $766K | Buy |
+5,612
| New | +$716K | 0.01% | 790 |
|
|
2016
Q1 | – | Sell |
-3,807
| Closed | -$299K | – | 810 |
|
|
2015
Q4 | $299K | Buy |
+3,807
| New | +$297K | 0.01% | 752 |
|
Other funds holding CRM
VCM
VPM
Martingale Asset Management's CRM Position: Q1 2026 in Review
Martingale Asset Management reduced its Salesforce (CRM) stake by 36% in Q1 2026, selling an estimated $9.86M and leaving 85,775 shares worth $16M. The position accounts for 0.4% of the portfolio, ranked #88.
Martingale Asset Management first reported a position in CRM in Q4 2015 and has held it in 31 quarters since. The position peaked at $45.7M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Martingale Asset Management held 85,775 shares of Salesforce worth $16M as of Q1 2026.
- Martingale Asset Management sold 47,576 Salesforce shares in Q1 2026, an estimated $9.86M.
- Salesforce made up 0.4% of Martingale Asset Management's portfolio in Q1 2026, its #88 holding.
- Martingale Asset Management first reported a position in Salesforce in Q4 2015 and has held it in 31 quarters since.
- Martingale Asset Management's Salesforce position peaked at $45.7M in Q1 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.