Motley Fool Wealth 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 | $14.7M | Sell |
78,533
-29,288
| -27% | -$6.07M | 1.66% | 15 |
|
|
2025
Q4 | $28.6M | Sell |
107,821
-19,624
| -15% | -$4.88M | 2.22% | 9 |
|
|
2025
Q3 | $30.2M | Sell |
127,445
-11,485
| -8% | -$2.9M | 2.05% | 8 |
|
|
2025
Q2 | $37.9M | Sell |
138,930
-18,683
| -12% | -$4.99M | 2.29% | 8 |
|
|
2025
Q1 | $42.3M | Sell |
157,613
-22,476
| -12% | -$6.99M | 2.5% | 9 |
|
|
2024
Q4 | $59.8M | Sell |
180,089
-11,305
| -6% | -$3.61M | 3.09% | 5 |
|
|
2024
Q3 | $52.4M | Sell |
191,394
-9,447
| -5% | -$2.42M | 2.63% | 6 |
|
|
2024
Q2 | $51.5M | Sell |
200,841
-5,146
| -2% | -$1.38M | 2.62% | 8 |
|
|
2024
Q1 | $62M | Sell |
205,987
-6,019
| -3% | -$1.74M | 3.2% | 5 |
|
|
2023
Q4 | $55.5M | Sell |
212,006
-7,706
| -4% | -$1.74M | 2.91% | 7 |
|
|
2023
Q3 | $44.7M | Sell |
219,712
-4,931
| -2% | -$1.07M | 2.59% | 8 |
|
|
2023
Q2 | $47.5M | Sell |
224,643
-4,740
| -2% | -$968K | 2.8% | 5 |
|
|
2023
Q1 | $45.8M | Buy |
229,383
+4,626
| +2% | +$781K | 2.86% | 6 |
|
|
2022
Q4 | $29.8M | Sell |
224,757
-5,626
| -2% | -$821K | 2.07% | 12 |
|
|
2022
Q3 | $33.1M | Sell |
230,383
-3,627
| -2% | -$615K | 2.17% | 11 |
|
|
2022
Q2 | $38.6M | Sell |
234,010
-60,592
| -21% | -$10.7M | 2.43% | 7 |
|
|
2022
Q1 | $62.5M | Buy |
294,602
+22,905
| +8% | +$4.93M | 2.99% | 6 |
|
|
2021
Q4 | $69M | Sell |
271,697
-6,426
| -2% | -$1.81M | 3.01% | 7 |
|
|
2021
Q3 | $75.4M | Sell |
278,123
-8,181
| -3% | -$2.08M | 3.28% | 5 |
|
|
2021
Q2 | $69.9M | Sell |
286,304
-4,343
| -1% | -$1M | 2.94% | 5 |
|
|
2021
Q1 | $61.6M | Sell |
290,647
-3,755
| -1% | -$836K | 2.77% | 7 |
|
|
2020
Q4 | $65.5M | Buy |
294,402
+2,857
| +1% | +$695K | 2.92% | 7 |
|
|
2020
Q3 | $73.3M | Buy |
291,545
+1,696
| +0.6% | +$371K | 3.81% | 5 |
|
|
2020
Q2 | $54.3M | Sell |
289,849
-8,345
| -3% | -$1.41M | 3.09% | 7 |
|
|
2020
Q1 | $42.9M | Sell |
298,194
-14,918
| -5% | -$2.56M | 3.1% | 6 |
|
|
2019
Q4 | $50.9M | Buy |
313,112
+74,541
| +31% | +$11.7M | 3.06% | 5 |
|
|
2019
Q3 | $35.4M | Sell |
238,571
-1,192
| -0.5% | -$181K | 2.34% | 8 |
|
|
2019
Q2 | $36.4M | Buy |
239,763
+8,025
| +3% | +$1.26M | 2.28% | 10 |
|
|
2019
Q1 | $36.7M | Buy |
231,738
+10,860
| +5% | +$1.68M | 2.36% | 9 |
|
|
2018
Q4 | $30.3M | Sell |
220,878
-2,625
| -1% | -$361K | 2.3% | 11 |
|
|
2018
Q3 | $35.5M | Buy |
223,503
+347
| +0.2% | +$51.5K | 2.27% | 6 |
|
|
2018
Q2 | $30.4M | Sell |
223,156
-8,048
| -3% | -$1.03M | 2.15% | 12 |
|
|
2018
Q1 | $26.9M | Sell |
231,204
-2,622
| -1% | -$301K | 1.98% | 14 |
|
|
2017
Q4 | $23.9M | Sell |
233,826
-3,273
| -1% | -$334K | 1.84% | 16 |
|
|
2017
Q3 | $22.1M | Sell |
237,099
-7,651
| -3% | -$704K | 1.89% | 15 |
|
|
2017
Q2 | $21.2M | Buy |
244,750
+75,966
| +45% | +$6.62M | 1.92% | 15 |
|
|
2017
Q1 | $13.9M | Buy |
168,784
+93,670
| +125% | +$7.48M | 1.34% | 25 |
|
|
2016
Q4 | $5.14M | Buy |
+75,114
| New | +$5.45M | 0.55% | 56 |
|
Other funds holding CRM
VCM
VPM
Motley Fool Wealth Management's CRM Position: Q1 2026 in Review
Motley Fool Wealth Management reduced its Salesforce (CRM) stake by 27% in Q1 2026, selling an estimated $6.07M and leaving 78,533 shares worth $14.7M. The position accounts for 1.66% of the portfolio, ranked #15.
Motley Fool Wealth Management first reported a position in CRM in Q4 2016 and has held it in 38 quarters since. The position peaked at $75.4M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Motley Fool Wealth Management held 78,533 shares of Salesforce worth $14.7M as of Q1 2026.
- Motley Fool Wealth Management sold 29,288 Salesforce shares in Q1 2026, an estimated $6.07M.
- Salesforce made up 1.66% of Motley Fool Wealth Management's portfolio in Q1 2026, its #15 holding.
- Motley Fool Wealth Management first reported a position in Salesforce in Q4 2016 and has held it in 38 quarters since.
- Motley Fool Wealth Management's Salesforce position peaked at $75.4M in Q3 2021.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Motley Fool Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.