Obermeyer Wealth Partners’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 | $751K | Buy |
4,023
+12
| +0.3% | +$2.49K | 0.03% | 136 |
|
|
2025
Q4 | $1.06M | Sell |
4,011
-47
| -1% | -$11.7K | 0.05% | 108 |
|
|
2025
Q3 | $962K | Sell |
4,058
-913
| -18% | -$230K | 0.05% | 112 |
|
|
2025
Q2 | $1.36M | Buy |
4,971
+271
| +6% | +$72.5K | 0.07% | 87 |
|
|
2025
Q1 | $1.26M | Sell |
4,700
-467
| -9% | -$145K | 0.07% | 86 |
|
|
2024
Q4 | $1.73M | Sell |
5,167
-398
| -7% | -$127K | 0.09% | 76 |
|
|
2024
Q3 | $1.52M | Sell |
5,565
-148
| -3% | -$37.9K | 0.08% | 85 |
|
|
2024
Q2 | $1.47M | Sell |
5,713
-165,423
| -97% | -$44.3M | 0.08% | 83 |
|
|
2024
Q1 | $51.5M | Sell |
171,136
-4,239
| -2% | -$1.22M | 3.04% | 9 |
|
|
2023
Q4 | $46.1M | Sell |
175,375
-2,871
| -2% | -$650K | 3.15% | 10 |
|
|
2023
Q3 | $36.1M | Sell |
178,246
-2,314
| -1% | -$500K | 2.69% | 16 |
|
|
2023
Q2 | $38.1M | Sell |
180,560
-6,062
| -3% | -$1.24M | 2.74% | 13 |
|
|
2023
Q1 | $37.5M | Sell |
186,622
-775
| -0.4% | -$131K | 2.8% | 12 |
|
|
2022
Q4 | $24.8M | Sell |
187,397
-12,066
| -6% | -$1.76M | 1.88% | 25 |
|
|
2022
Q3 | $28.7M | Sell |
199,463
-2,226
| -1% | -$377K | 2.33% | 22 |
|
|
2022
Q2 | $33.3M | Buy |
201,689
+1,102
| +0.5% | +$195K | 2.44% | 21 |
|
|
2022
Q1 | $42.6M | Buy |
200,587
+3,424
| +2% | +$737K | 2.55% | 15 |
|
|
2021
Q4 | $50.1M | Buy |
197,163
+968
| +0.5% | +$272K | 2.68% | 19 |
|
|
2021
Q3 | $53.2M | Buy |
196,195
+2,326
| +1% | +$591K | 2.95% | 9 |
|
|
2021
Q2 | $47.4M | Buy |
193,869
+3,007
| +2% | +$693K | 2.63% | 15 |
|
|
2021
Q1 | $40.4M | Buy |
190,862
+2,864
| +2% | +$638K | 2.49% | 23 |
|
|
2020
Q4 | $41.8M | Sell |
187,998
-2,155
| -1% | -$524K | 2.78% | 18 |
|
|
2020
Q3 | $47.8M | Sell |
190,153
-780
| -0.4% | -$171K | 3.58% | 6 |
|
|
2020
Q2 | $35.8M | Buy |
190,933
+2,690
| +1% | +$453K | 3.02% | 18 |
|
|
2020
Q1 | $27.1M | Buy |
188,243
+60,978
| +48% | +$10.5M | 2.9% | 16 |
|
|
2019
Q4 | $20.7M | Buy |
127,265
+5,275
| +4% | +$827K | 1.83% | 29 |
|
|
2019
Q3 | $18.1M | Sell |
121,990
-4,052
| -3% | -$616K | 1.68% | 30 |
|
|
2019
Q2 | $19.1M | Buy |
126,042
+57,161
| +83% | +$8.96M | 1.72% | 30 |
|
|
2019
Q1 | $10.9M | Buy |
+68,881
| New | +$10.7M | 1.03% | 32 |
|
|
2013
Q3 | – | Sell |
-1,840
| Closed | -$70K | – | 104 |
|
|
2013
Q2 | $70K | Buy |
+1,840
| New | +$75.9K | 0.02% | 98 |
|
Other funds holding CRM
VCM
VPM
Obermeyer Wealth Partners's CRM Position: Q1 2026 in Review
Obermeyer Wealth Partners increased its Salesforce (CRM) stake by 0.3% in Q1 2026, buying an estimated $2.49K and bringing the position to 4,023 shares worth $751K. The position accounts for 0.03% of the portfolio, ranked #136.
Obermeyer Wealth Partners first reported a position in CRM in Q2 2013 and has held it in 30 quarters since. The position peaked at $53.2M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Obermeyer Wealth Partners held 4,023 shares of Salesforce worth $751K as of Q1 2026.
- Obermeyer Wealth Partners bought 12 Salesforce shares in Q1 2026, an estimated $2.49K.
- Salesforce made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #136 holding.
- Obermeyer Wealth Partners first reported a position in Salesforce in Q2 2013 and has held it in 30 quarters since.
- Obermeyer Wealth Partners's Salesforce position peaked at $53.2M in Q3 2021.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.