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Mirador Capital Partners’s Salesforce CRM Stock Holding History

Mirador Capital Partners’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$331K Sell
1,443
-687
-32% -$142K 0.04% 182
2026
Q2 		$334K Sell
2,130
-482
-18% -$84.8K 0.04% 180
2026
Q1 		$488K Sell
2,612
-494
-16% -$102K 0.07% 145
2025
Q4 		$823K Sell
3,106
-5,709
-65% -$1.42M 0.11% 114
2025
Q3 		$2.09M Buy
8,815
+178
+2% +$44.9K 0.3% 64
2025
Q2 		$2.36M Buy
8,637
+4,647
+116% +$1.24M 0.38% 50
2025
Q1 		$1.07M Buy
3,990
+79
+2% +$24.6K 0.19% 91
2024
Q4 		$1.31M Buy
3,911
+481
+14% +$154K 0.24% 66
2024
Q3 		$939K Buy
3,430
+1,246
+57% +$319K 0.17% 90
2024
Q2 		$561K Sell
2,184
-30
-1% -$8.03K 0.11% 113
2024
Q1 		$667K Sell
2,214
-28
-1% -$8.08K 0.13% 110
2023
Q4 		$590K Sell
2,242
-146
-6% -$33K 0.12% 104
2023
Q3 		$484K Sell
2,388
-108
-4% -$23.3K 0.11% 120
2023
Q2 		$527K Sell
2,496
-13,825
-85% -$2.82M 0.13% 118
2023
Q1 		$3.26M Sell
16,321
-1,991
-11% -$336K 0.77% 39
2022
Q4 		$2.43M Sell
18,312
-924
-5% -$135K 0.57% 45
2022
Q3 		$2.77M Buy
19,236
+438
+2% +$74.3K 0.67% 40
2022
Q2 		$3.1M Buy
18,798
+395
+2% +$69.8K 0.73% 40
2022
Q1 		$3.91M Buy
18,403
+776
+4% +$167K 0.79% 37
2021
Q4 		$4.48M Sell
17,627
-3,410
-16% -$958K 0.94% 31
2021
Q3 		$5.71M Buy
21,037
+1,316
+7% +$334K 1.29% 23
2021
Q2 		$4.82M Buy
19,721
+338
+2% +$77.9K 1.09% 29
2021
Q1 		$4.11M Buy
19,383
+2,631
+16% +$586K 1.05% 34
2020
Q4 		$3.73M Buy
16,752
+5,237
+45% +$1.27M 1.02% 32
2020
Q3 		$2.89M Buy
11,515
+85
+0.7% +$18.6K 0.9% 40
2020
Q2 		$2.14M Buy
11,430
+42
+0.4% +$7.08K 0.8% 42
2020
Q1 		$1.86M Buy
11,388
+1,052
+10% +$180K 0.78% 41
2019
Q4 		$1.68M Buy
10,336
+554
+6% +$86.8K 0.68% 51
2019
Q3 		$1.45M Buy
9,782
+7,009
+253% +$1.07M 0.65% 52
2019
Q2 		$421K Buy
+2,773
New +$435K 0.21% 93

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Mirador Capital Partners's CRM Position: Q3 2026 in Review

Mirador Capital Partners reduced its Salesforce (CRM) stake by 32% in Q3 2026, selling an estimated $142K and leaving 1,443 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #182.

Mirador Capital Partners first reported a position in CRM in Q2 2019 and has held it in 30 quarters since. The position peaked at $5.71M in Q3 2021. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Mirador Capital Partners held 1,443 shares of Salesforce worth $331K as of Q3 2026.
  • Mirador Capital Partners sold 687 Salesforce shares in Q3 2026, an estimated $142K.
  • Salesforce made up 0.04% of Mirador Capital Partners's portfolio in Q3 2026, its #182 holding.
  • Mirador Capital Partners first reported a position in Salesforce in Q2 2019 and has held it in 30 quarters since.
  • Mirador Capital Partners's Salesforce position peaked at $5.71M in Q3 2021.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.