Oppenheimer & 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 | $9.33M | Buy |
49,992
+355
| +0.7% | +$73.6K | 0.11% | 188 |
|
|
2025
Q4 | $13.1M | Sell |
49,637
-2,647
| -5% | -$658K | 0.19% | 113 |
|
|
2025
Q3 | $12.4M | Sell |
52,284
-6,224
| -11% | -$1.57M | 0.15% | 141 |
|
|
2025
Q2 | $16M | Buy |
58,508
+5,371
| +10% | +$1.44M | 0.21% | 96 |
|
|
2025
Q1 | $14.3M | Buy |
53,137
+2,958
| +6% | +$920K | 0.22% | 89 |
|
|
2024
Q4 | $16.8M | Buy |
50,179
+6,847
| +16% | +$2.19M | 0.25% | 71 |
|
|
2024
Q3 | $11.9M | Buy |
43,332
+1,515
| +4% | +$388K | 0.18% | 111 |
|
|
2024
Q2 | $10.8M | Sell |
41,817
-1,664
| -4% | -$445K | 0.17% | 119 |
|
|
2024
Q1 | $13.1M | Buy |
43,481
+3,285
| +8% | +$948K | 0.22% | 99 |
|
|
2023
Q4 | $10.6M | Buy |
40,196
+3,194
| +9% | +$723K | 0.19% | 113 |
|
|
2023
Q3 | $7.5M | Buy |
37,002
+3,367
| +10% | +$727K | 0.15% | 154 |
|
|
2023
Q2 | $7.11M | Sell |
33,635
-4,375
| -12% | -$893K | 0.14% | 163 |
|
|
2023
Q1 | $7.59M | Sell |
38,010
-7,737
| -17% | -$1.31M | 0.16% | 144 |
|
|
2022
Q4 | $6.07M | Sell |
45,747
-8,718
| -16% | -$1.27M | 0.14% | 179 |
|
|
2022
Q3 | $7.83M | Buy |
54,465
+2,639
| +5% | +$447K | 0.18% | 120 |
|
|
2022
Q2 | $8.55M | Sell |
51,826
-2,229
| -4% | -$394K | 0.18% | 117 |
|
|
2022
Q1 | $11.5M | Sell |
54,055
-278
| -0.5% | -$59.8K | 0.21% | 96 |
|
|
2021
Q4 | $13.8M | Sell |
54,333
-4,122
| -7% | -$1.16M | 0.24% | 81 |
|
|
2021
Q3 | $15.9M | Sell |
58,455
-4,831
| -8% | -$1.23M | 0.3% | 64 |
|
|
2021
Q2 | $15.5M | Buy |
63,286
+9,629
| +18% | +$2.22M | 0.28% | 75 |
|
|
2021
Q1 | $11.4M | Buy |
53,657
+300
| +0.6% | +$66.8K | 0.23% | 93 |
|
|
2020
Q4 | $11.9M | Sell |
53,357
-7,450
| -12% | -$1.81M | 0.25% | 87 |
|
|
2020
Q3 | $15.3M | Buy |
60,807
+6,517
| +12% | +$1.43M | 0.38% | 49 |
|
|
2020
Q2 | $10.2M | Sell |
54,290
-37,496
| -41% | -$6.32M | 0.26% | 82 |
|
|
2020
Q1 | $13.2M | Sell |
91,786
-9,430
| -9% | -$1.62M | 0.4% | 53 |
|
|
2019
Q4 | $16.5M | Buy |
101,216
+9,005
| +10% | +$1.41M | 0.41% | 54 |
|
|
2019
Q3 | $13.7M | Buy |
92,211
+11,293
| +14% | +$1.72M | 0.37% | 56 |
|
|
2019
Q2 | $12.3M | Sell |
80,918
-4,554
| -5% | -$714K | 0.33% | 62 |
|
|
2019
Q1 | $13.5M | Buy |
85,472
+6,388
| +8% | +$990K | 0.36% | 59 |
|
|
2018
Q4 | $10.8M | Buy |
79,084
+21,566
| +37% | +$2.97M | 0.34% | 62 |
|
|
2018
Q3 | $9.15M | Sell |
57,518
-2,257
| -4% | -$335K | 0.23% | 92 |
|
|
2018
Q2 | $8.15M | Buy |
59,775
+15,549
| +35% | +$1.98M | 0.22% | 98 |
|
|
2018
Q1 | $5.14M | Buy |
44,226
+4,063
| +10% | +$467K | 0.13% | 167 |
|
|
2017
Q4 | $4.11M | Buy |
40,163
+772
| +2% | +$78.7K | 0.11% | 228 |
|
|
2017
Q3 | $3.68M | Buy |
39,391
+4,975
| +14% | +$458K | 0.1% | 246 |
|
|
2017
Q2 | $2.98M | Buy |
34,416
+12,294
| +56% | +$1.07M | 0.08% | 291 |
|
|
2017
Q1 | $1.82M | Sell |
22,122
-1,964
| -8% | -$157K | 0.05% | 405 |
|
|
2016
Q4 | $1.65M | Buy |
24,086
+906
| +4% | +$65.8K | 0.05% | 426 |
|
|
2016
Q3 | $1.65M | Sell |
23,180
-8,135
| -26% | -$634K | 0.05% | 433 |
|
|
2016
Q2 | $2.49M | Sell |
31,315
-5,048
| -14% | -$396K | 0.07% | 312 |
|
|
2016
Q1 | $2.69M | Buy |
36,363
+6,335
| +21% | +$436K | 0.08% | 285 |
|
|
2015
Q4 | $2.35M | Buy |
30,028
+13,122
| +78% | +$1.02M | 0.07% | 316 |
|
|
2015
Q3 | $1.17M | Sell |
16,906
-6,988
| -29% | -$495K | 0.04% | 527 |
|
|
2015
Q2 | $1.66M | Sell |
23,894
-387
| -2% | -$27.6K | 0.05% | 464 |
|
|
2015
Q1 | $1.62M | Sell |
24,281
-398
| -2% | -$24.7K | 0.04% | 476 |
|
|
2014
Q4 | $1.46M | Sell |
24,679
-21,768
| -47% | -$1.28M | 0.04% | 495 |
|
|
2014
Q3 | $2.67M | Sell |
46,447
-36,966
| -44% | -$2.08M | 0.08% | 297 |
|
|
2014
Q2 | $4.84M | Buy |
83,413
+11,212
| +16% | +$606K | 0.15% | 166 |
|
|
2014
Q1 | $4.12M | Buy |
72,201
+5,394
| +8% | +$322K | 0.12% | 202 |
|
|
2013
Q4 | $3.69M | Buy |
66,807
+5,177
| +8% | +$277K | 0.12% | 208 |
|
|
2013
Q3 | $3.2M | Buy |
61,630
+53,761
| +683% | +$2.44M | 0.11% | 227 |
|
|
2013
Q2 | $301K | Buy |
+7,869
| New | +$325K | 0.01% | 927 |
|
Other funds holding CRM
VCM
VPM
Oppenheimer & Co's CRM Position: Q1 2026 in Review
Oppenheimer & Co increased its Salesforce (CRM) stake by 0.72% in Q1 2026, buying an estimated $73.6K and bringing the position to 49,992 shares worth $9.33M. The position accounts for 0.11% of the portfolio, ranked #188.
Oppenheimer & Co first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.8M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Oppenheimer & Co held 49,992 shares of Salesforce worth $9.33M as of Q1 2026.
- Oppenheimer & Co bought 355 Salesforce shares in Q1 2026, an estimated $73.6K.
- Salesforce made up 0.11% of Oppenheimer & Co's portfolio in Q1 2026, its #188 holding.
- Oppenheimer & Co first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
- Oppenheimer & Co's Salesforce position peaked at $16.8M in Q4 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.