Middleton & Co’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 | $11.2M | Sell |
60,216
-643
| -1% | -$133K | 1.28% | 23 |
|
|
2025
Q4 | $16.1M | Buy |
60,859
+1,242
| +2% | +$309K | 1.71% | 13 |
|
|
2025
Q3 | $14.1M | Buy |
59,617
+232
| +0.4% | +$58.5K | 1.53% | 16 |
|
|
2025
Q2 | $16.2M | Sell |
59,385
-132
| -0.2% | -$35.3K | 1.82% | 14 |
|
|
2025
Q1 | $16M | Sell |
59,517
-1,125
| -2% | -$350K | 1.87% | 13 |
|
|
2024
Q4 | $20.3M | Sell |
60,642
-338
| -0.6% | -$108K | 2.24% | 10 |
|
|
2024
Q3 | $16.7M | Buy |
60,980
+959
| +2% | +$246K | 1.84% | 17 |
|
|
2024
Q2 | $15.4M | Sell |
60,021
-1,179
| -2% | -$315K | 1.79% | 17 |
|
|
2024
Q1 | $18.4M | Sell |
61,200
-1,333
| -2% | -$385K | 2.13% | 11 |
|
|
2023
Q4 | $16.5M | Sell |
62,533
-2,693
| -4% | -$609K | 2.05% | 11 |
|
|
2023
Q3 | $13.2M | Sell |
65,226
-589
| -0.9% | -$127K | 1.83% | 15 |
|
|
2023
Q2 | $13.9M | Sell |
65,815
-581
| -0.9% | -$119K | 1.84% | 12 |
|
|
2023
Q1 | $13.3M | Sell |
66,396
-994
| -1% | -$168K | 1.91% | 15 |
|
|
2022
Q4 | $8.94M | Sell |
67,390
-4,057
| -6% | -$592K | 1.32% | 26 |
|
|
2022
Q3 | $10.3M | Sell |
71,447
-14,447
| -17% | -$2.45M | 1.56% | 20 |
|
|
2022
Q2 | $14.2M | Sell |
85,894
-1,517
| -2% | -$268K | 1.82% | 14 |
|
|
2022
Q1 | $18.6M | Sell |
87,411
-170
| -0.2% | -$36.6K | 1.98% | 12 |
|
|
2021
Q4 | $22.3M | Sell |
87,581
-783
| -0.9% | -$220K | 2.17% | 7 |
|
|
2021
Q3 | $24M | Sell |
88,364
-527
| -0.6% | -$134K | 2.57% | 6 |
|
|
2021
Q2 | $21.7M | Sell |
88,891
-7,088
| -7% | -$1.63M | 2.35% | 9 |
|
|
2021
Q1 | $20.3M | Sell |
95,979
-15
| -0% | -$3.34K | 2.29% | 8 |
|
|
2020
Q4 | $21.4M | Buy |
95,994
+350
| +0.4% | +$85.1K | 2.53% | 6 |
|
|
2020
Q3 | $24M | Sell |
95,644
-2,258
| -2% | -$494K | 3.18% | 5 |
|
|
2020
Q2 | $18.3M | Sell |
97,902
-414
| -0.4% | -$69.8K | 2.64% | 7 |
|
|
2020
Q1 | $14.2M | Sell |
98,316
-1,477
| -1% | -$253K | 2.48% | 7 |
|
|
2019
Q4 | $16.2M | Buy |
99,793
+190
| +0.2% | +$29.8K | 2.31% | 7 |
|
|
2019
Q3 | $14.8M | Sell |
99,603
-608
| -0.6% | -$92.4K | 2.28% | 7 |
|
|
2019
Q2 | $15.2M | Buy |
100,211
+1,386
| +1% | +$217K | 2.36% | 6 |
|
|
2019
Q1 | $15.7M | Sell |
98,825
-1,430
| -1% | -$222K | 2.51% | 6 |
|
|
2018
Q4 | $13.7M | Sell |
100,255
-8,551
| -8% | -$1.18M | 2.53% | 6 |
|
|
2018
Q3 | $17.3M | Sell |
108,806
-329
| -0.3% | -$48.8K | 2.7% | 5 |
|
|
2018
Q2 | $14.9M | Buy |
109,135
+1,045
| +1% | +$133K | 2.55% | 5 |
|
|
2018
Q1 | $12.6M | Sell |
108,090
-8,332
| -7% | -$957K | 2.25% | 8 |
|
|
2017
Q4 | $11.9M | Buy |
116,422
+3,798
| +3% | +$387K | 2% | 11 |
|
|
2017
Q3 | $10.5M | Buy |
112,624
+20,685
| +22% | +$1.9M | 1.9% | 11 |
|
|
2017
Q2 | $7.96M | Buy |
91,939
+9,549
| +12% | +$832K | 1.7% | 18 |
|
|
2017
Q1 | $6.8M | Sell |
82,390
-2,654
| -3% | -$212K | 1.49% | 22 |
|
|
2016
Q4 | $5.82M | Sell |
85,044
-7,497
| -8% | -$544K | 1.31% | 25 |
|
|
2016
Q3 | $6.6M | Buy |
92,541
+3,799
| +4% | +$296K | 1.48% | 21 |
|
|
2016
Q2 | $7.05M | Sell |
88,742
-3,127
| -3% | -$245K | 1.62% | 23 |
|
|
2016
Q1 | $6.78M | Buy |
91,869
+7,598
| +9% | +$523K | 1.57% | 22 |
|
|
2015
Q4 | $6.61M | Buy |
84,271
+32,260
| +62% | +$2.52M | 1.47% | 24 |
|
|
2015
Q3 | $3.61M | Buy |
+52,011
| New | +$3.69M | 0.86% | 42 |
|
Other funds holding CRM
VCM
VPM
Middleton & Co's CRM Position: Q1 2026 in Review
Middleton & Co reduced its Salesforce (CRM) stake by 1.1% in Q1 2026, selling an estimated $133K and leaving 60,216 shares worth $11.2M. The position accounts for 1.28% of the portfolio, ranked #23.
Middleton & Co first reported a position in CRM in Q3 2015 and has held it in 43 quarters since. The position peaked at $24M in Q3 2020. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Middleton & Co held 60,216 shares of Salesforce worth $11.2M as of Q1 2026.
- Middleton & Co sold 643 Salesforce shares in Q1 2026, an estimated $133K.
- Salesforce made up 1.28% of Middleton & Co's portfolio in Q1 2026, its #23 holding.
- Middleton & Co first reported a position in Salesforce in Q3 2015 and has held it in 43 quarters since.
- Middleton & Co's Salesforce position peaked at $24M in Q3 2020.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.