Moors & Cabot’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 | $7.23M | Buy |
38,752
+1,019
| +3% | +$211K | 0.31% | 63 |
|
|
2025
Q4 | $10M | Sell |
37,733
-1,309
| -3% | -$325K | 0.43% | 44 |
|
|
2025
Q3 | $9.25M | Sell |
39,042
-246
| -0.6% | -$62K | 0.4% | 49 |
|
|
2025
Q2 | $10.7M | Buy |
39,288
+450
| +1% | +$120K | 0.5% | 42 |
|
|
2025
Q1 | $10.4M | Sell |
38,838
-1,543
| -4% | -$480K | 0.53% | 38 |
|
|
2024
Q4 | $13.5M | Buy |
40,381
+268
| +0.7% | +$85.5K | 0.64% | 30 |
|
|
2024
Q3 | $11M | Buy |
40,113
+1,189
| +3% | +$305K | 0.55% | 36 |
|
|
2024
Q2 | $10M | Buy |
38,924
+572
| +1% | +$153K | 0.53% | 37 |
|
|
2024
Q1 | $11.6M | Buy |
38,352
+2,674
| +7% | +$772K | 0.63% | 31 |
|
|
2023
Q4 | $9.39M | Sell |
35,678
-186
| -0.5% | -$42.1K | 0.58% | 34 |
|
|
2023
Q3 | $7.27M | Sell |
35,864
-688
| -2% | -$149K | 0.49% | 39 |
|
|
2023
Q2 | $7.72M | Sell |
36,552
-580
| -2% | -$118K | 0.51% | 38 |
|
|
2023
Q1 | $7.42M | Sell |
37,132
-991
| -3% | -$167K | 0.51% | 36 |
|
|
2022
Q4 | $5.05M | Sell |
38,123
-829
| -2% | -$121K | 0.35% | 66 |
|
|
2022
Q3 | $5.6M | Buy |
38,952
+218
| +0.6% | +$37K | 0.43% | 49 |
|
|
2022
Q2 | $6.39M | Sell |
38,734
-264
| -0.7% | -$46.6K | 0.46% | 44 |
|
|
2022
Q1 | $8.28M | Sell |
38,998
-3,654
| -9% | -$786K | 0.51% | 38 |
|
|
2021
Q4 | $10.8M | Buy |
42,652
+1,321
| +3% | +$371K | 0.67% | 24 |
|
|
2021
Q3 | $11.2M | Buy |
41,331
+2,198
| +6% | +$558K | 0.71% | 24 |
|
|
2021
Q2 | $9.56M | Sell |
39,133
-32
| -0.1% | -$7.38K | 0.67% | 23 |
|
|
2021
Q1 | $8.28M | Buy |
39,165
+5,881
| +18% | +$1.31M | 0.63% | 28 |
|
|
2020
Q4 | $7.41M | Sell |
33,284
-420
| -1% | -$102K | 0.62% | 26 |
|
|
2020
Q3 | $8.47M | Buy |
33,704
+5,884
| +21% | +$1.29M | 0.8% | 23 |
|
|
2020
Q2 | $5.21M | Buy |
27,820
+5,026
| +22% | +$847K | 0.55% | 40 |
|
|
2020
Q1 | $3.28M | Sell |
22,794
-656
| -3% | -$112K | 0.48% | 52 |
|
|
2019
Q4 | $3.81M | Sell |
23,450
-362
| -2% | -$56.7K | 0.38% | 63 |
|
|
2019
Q3 | $3.54M | Sell |
23,812
-1,342
| -5% | -$204K | 0.39% | 64 |
|
|
2019
Q2 | $3.82M | Buy |
25,154
+6,303
| +33% | +$988K | 0.48% | 49 |
|
|
2019
Q1 | $2.99M | Sell |
18,851
-550
| -3% | -$85.2K | 0.41% | 67 |
|
|
2018
Q4 | $2.66M | Sell |
19,401
-780
| -4% | -$107K | 0.42% | 64 |
|
|
2018
Q3 | $3.22M | Buy |
20,181
+2,585
| +15% | +$384K | 0.39% | 63 |
|
|
2018
Q2 | $2.4M | Buy |
17,596
+1,095
| +7% | +$140K | 0.32% | 82 |
|
|
2018
Q1 | $1.92M | Buy |
16,501
+2,575
| +18% | +$296K | 0.25% | 102 |
|
|
2017
Q4 | $1.43M | Buy |
13,926
+3,571
| +34% | +$364K | 0.19% | 129 |
|
|
2017
Q3 | $965K | Buy |
+10,355
| New | +$953K | 0.14% | 176 |
|
|
2017
Q2 | – | Sell |
-6,620
| Closed | -$545K | – | 519 |
|
|
2017
Q1 | $545K | Sell |
6,620
-1,055
| -14% | -$84.3K | 0.09% | 262 |
|
|
2016
Q4 | $526K | Buy |
7,675
+75
| +1% | +$5.44K | 0.09% | 274 |
|
|
2016
Q3 | $541K | Buy |
+7,600
| New | +$593K | 0.09% | 258 |
|
Other funds holding CRM
VCM
VPM
Moors & Cabot's CRM Position: Q1 2026 in Review
Moors & Cabot increased its Salesforce (CRM) stake by 2.7% in Q1 2026, buying an estimated $211K and bringing the position to 38,752 shares worth $7.23M. The position accounts for 0.31% of the portfolio, ranked #63.
Moors & Cabot first reported a position in CRM in Q3 2016 and has held it in 38 quarters since. The position peaked at $13.5M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Moors & Cabot held 38,752 shares of Salesforce worth $7.23M as of Q1 2026.
- Moors & Cabot bought 1,019 Salesforce shares in Q1 2026, an estimated $211K.
- Salesforce made up 0.31% of Moors & Cabot's portfolio in Q1 2026, its #63 holding.
- Moors & Cabot first reported a position in Salesforce in Q3 2016 and has held it in 38 quarters since.
- Moors & Cabot's Salesforce position peaked at $13.5M in Q4 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.