McIlrath & Eck’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 | $37.8K | Sell |
203
-2
| -1% | -$414 | ﹤0.01% | 628 |
|
|
2025
Q4 | $54.4K | Hold |
205
| – | – | 0.01% | 336 |
|
|
2025
Q3 | $48.6K | Sell |
205
-14
| -6% | -$3.53K | 0.01% | 327 |
|
|
2025
Q2 | $59.6K | Buy |
219
+7
| +3% | +$1.87K | 0.01% | 286 |
|
|
2025
Q1 | $57K | Sell |
212
-231
| -52% | -$71.8K | 0.01% | 283 |
|
|
2024
Q4 | $148K | Buy |
443
+171
| +63% | +$54.6K | 0.02% | 141 |
|
|
2024
Q3 | $74.5K | Buy |
272
+9
| +3% | +$2.31K | 0.01% | 232 |
|
|
2024
Q2 | $67.6K | Buy |
263
+55
| +26% | +$14.7K | 0.01% | 233 |
|
|
2024
Q1 | $62.6K | Buy |
208
+20
| +11% | +$5.77K | 0.01% | 239 |
|
|
2023
Q4 | $49.5K | Hold |
188
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $38.1K | Sell |
188
-63
| -25% | -$13.6K | 0.01% | 302 |
|
|
2023
Q2 | $53K | Sell |
251
-60
| -19% | -$12.2K | 0.01% | 248 |
|
|
2023
Q1 | $62.1K | Sell |
311
-2
| -0.6% | -$338 | 0.01% | 213 |
|
|
2022
Q4 | $41.5K | Sell |
313
-20
| -6% | -$2.92K | 0.01% | 274 |
|
|
2022
Q3 | $48K | Hold |
333
| – | – | 0.01% | 250 |
|
|
2022
Q2 | $55K | Sell |
333
-149
| -31% | -$26.3K | 0.02% | 220 |
|
|
2022
Q1 | $102K | Buy |
482
+145
| +43% | +$31.2K | 0.03% | 137 |
|
|
2021
Q4 | $86K | Sell |
337
-15
| -4% | -$4.21K | 0.02% | 166 |
|
|
2021
Q3 | $95K | Buy |
352
+2
| +0.6% | +$508 | 0.03% | 140 |
|
|
2021
Q2 | $85K | Sell |
350
-29
| -8% | -$6.68K | 0.03% | 174 |
|
|
2021
Q1 | $80K | Sell |
379
-32
| -8% | -$7.12K | 0.03% | 143 |
|
|
2020
Q4 | $91K | Buy |
411
+51
| +14% | +$12.4K | 0.03% | 111 |
|
|
2020
Q3 | $90K | Sell |
360
-28
| -7% | -$6.13K | 0.04% | 93 |
|
|
2020
Q2 | $73K | Sell |
388
-119
| -23% | -$20.1K | 0.03% | 98 |
|
|
2020
Q1 | $73K | Buy |
507
+70
| +16% | +$12K | 0.04% | 86 |
|
|
2019
Q4 | $71K | Buy |
437
+216
| +98% | +$33.9K | 0.03% | 111 |
|
|
2019
Q3 | $33K | Buy |
221
+124
| +128% | +$18.8K | 0.02% | 161 |
|
|
2019
Q2 | $15K | Hold |
97
| – | – | 0.01% | 245 |
|
|
2019
Q1 | $15K | Buy |
97
+33
| +52% | +$5.12K | 0.01% | 245 |
|
|
2018
Q4 | $9K | Sell |
64
-47
| -42% | -$6.46K | 0.01% | 281 |
|
|
2018
Q3 | $18K | Buy |
111
+102
| +1,133% | +$15.1K | 0.01% | 219 |
|
|
2018
Q2 | $1K | Sell |
9
-44
| -83% | -$5.61K | ﹤0.01% | 476 |
|
|
2018
Q1 | $6K | Sell |
53
-47
| -47% | -$5.4K | ﹤0.01% | 316 |
|
|
2017
Q4 | $10K | Buy |
+100
| New | +$10.2K | 0.01% | 275 |
|
Other funds holding CRM
VCM
VPM
McIlrath & Eck's CRM Position: Q1 2026 in Review
McIlrath & Eck reduced its Salesforce (CRM) stake by 0.98% in Q1 2026, selling an estimated $414 and leaving 203 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #628.
McIlrath & Eck first reported a position in CRM in Q4 2017 and has held it in 34 quarters since. The position peaked at $148K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- McIlrath & Eck held 203 shares of Salesforce worth $37.8K as of Q1 2026.
- McIlrath & Eck sold 2 Salesforce shares in Q1 2026, an estimated $414.
- Salesforce made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #628 holding.
- McIlrath & Eck first reported a position in Salesforce in Q4 2017 and has held it in 34 quarters since.
- McIlrath & Eck's Salesforce position peaked at $148K in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.