Pacific Center for Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.4K | Hold |
137
| – | – | ﹤0.01% | 274 |
|
|
2026
Q1 | $25.5K | Sell |
137
-74
| -35% | -$15.3K | 0.01% | 241 |
|
|
2025
Q4 | $50K | Hold |
211
| – | – | 0.01% | 198 |
|
|
2025
Q3 | $50K | Sell |
211
-20
| -9% | -$5.04K | 0.01% | 198 |
|
|
2025
Q2 | $63K | Hold |
231
| – | – | 0.02% | 175 |
|
|
2025
Q1 | $61.9K | Hold |
231
| – | – | 0.02% | 174 |
|
|
2024
Q4 | $77.1K | Buy |
231
+1
| +0.4% | +$319 | 0.02% | 157 |
|
|
2024
Q3 | $63.1K | Hold |
230
| – | – | 0.02% | 169 |
|
|
2024
Q2 | $59.2K | Hold |
230
| – | – | 0.02% | 166 |
|
|
2024
Q1 | $69.3K | Buy |
230
+46
| +25% | +$13.3K | 0.02% | 164 |
|
|
2023
Q4 | $48.4K | Sell |
184
-20
| -10% | -$4.53K | 0.02% | 172 |
|
|
2023
Q3 | $41.4K | Hold |
204
| – | – | 0.01% | 184 |
|
|
2023
Q2 | $43.1K | Hold |
204
| – | – | 0.01% | 176 |
|
|
2023
Q1 | $40.8K | Buy |
+204
| New | +$34.5K | 0.01% | 179 |
|
|
2022
Q3 | $57K | Sell |
394
-1,362
| -78% | -$231K | 0.02% | 153 |
|
|
2022
Q2 | $290K | Buy |
1,756
+10
| +0.6% | +$1.77K | 0.12% | 60 |
|
|
2022
Q1 | $371K | Sell |
1,746
-10
| -0.6% | -$2.15K | 0.13% | 54 |
|
|
2021
Q4 | $446K | Buy |
1,756
+200
| +13% | +$56.2K | 0.18% | 45 |
|
|
2021
Q3 | $422K | Buy |
1,556
+1,412
| +981% | +$359K | 0.18% | 46 |
|
|
2021
Q2 | $35K | Hold |
144
| – | – | 0.02% | 183 |
|
|
2021
Q1 | $31K | Hold |
144
| – | – | 0.01% | 182 |
|
|
2020
Q4 | $32K | Buy |
144
+134
| +1,340% | +$32.6K | 0.01% | 173 |
|
|
2020
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 260 |
|
|
2020
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 268 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 272 |
|
|
2019
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 274 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 298 |
|
|
2019
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 283 |
|
|
2019
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 281 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 300 |
|
|
2018
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 282 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 279 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 276 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 278 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 285 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 275 |
|
|
2017
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 272 |
|
|
2016
Q4 | $1K | Buy |
+10
| New | +$726 | ﹤0.01% | 285 |
|
Other funds holding CRM
Pacific Center for Financial Services's CRM Position: Q2 2026 in Review
Pacific Center for Financial Services held its Salesforce (CRM) position steady in Q2 2026 at 137 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #274.
Pacific Center for Financial Services first reported a position in CRM in Q4 2016 and has held it in 38 quarters since. The position peaked at $446K in Q4 2021. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Pacific Center for Financial Services held 137 shares of Salesforce worth $21.4K as of Q2 2026.
- Pacific Center for Financial Services left its Salesforce share count unchanged in Q2 2026.
- Salesforce made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #274 holding.
- Pacific Center for Financial Services first reported a position in Salesforce in Q4 2016 and has held it in 38 quarters since.
- Pacific Center for Financial Services's Salesforce position peaked at $446K in Q4 2021.
- 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.