&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
Q2 | $43.4M | Buy |
276,936
+104,713
| +61% | +$18.4M | 0.18% | 111 |
|
|
2026
Q1 | $32.2M | Buy |
172,223
+26,991
| +19% | +$5.59M | 0.16% | 120 |
|
|
2025
Q4 | $38.5M | Buy |
145,232
+61,589
| +74% | +$15.3M | 0.2% | 103 |
|
|
2025
Q3 | $19.8M | Buy |
83,643
+6,570
| +9% | +$1.66M | 0.13% | 155 |
|
|
2025
Q2 | $21.1M | Buy |
77,073
+26,072
| +51% | +$6.97M | 0.16% | 130 |
|
|
2025
Q1 | $13.7M | Buy |
51,001
+6,922
| +16% | +$2.15M | 0.15% | 139 |
|
|
2024
Q4 | $14.7M | Buy |
44,079
+18,670
| +73% | +$5.96M | 0.18% | 123 |
|
|
2024
Q3 | $6.93M | Buy |
25,409
+13,926
| +121% | +$3.57M | 0.13% | 158 |
|
|
2024
Q2 | $2.95M | Buy |
11,483
+7,153
| +165% | +$1.91M | 0.13% | 164 |
|
|
2024
Q1 | $1.3M | Buy |
4,330
+3,015
| +229% | +$870K | 0.18% | 111 |
|
|
2023
Q4 | $342K | Buy |
1,315
+288
| +28% | +$65.2K | 0.08% | 191 |
|
|
2023
Q3 | $208K | Buy |
1,027
+9
| +0.9% | +$1.95K | 0.1% | 158 |
|
|
2023
Q2 | $215K | Hold |
1,018
| – | – | 0.1% | 162 |
|
|
2023
Q1 | $203K | Buy |
+1,018
| New | +$172K | 0.1% | 164 |
|
|
2022
Q4 | – | Sell |
-1,725
| Closed | -$248K | – | 188 |
|
|
2022
Q3 | $248K | Buy |
1,725
+124
| +8% | +$21K | 0.14% | 141 |
|
|
2022
Q2 | $264K | Buy |
1,601
+97
| +6% | +$17.1K | 0.15% | 136 |
|
|
2022
Q1 | $319K | Buy |
1,504
+190
| +14% | +$40.9K | 0.18% | 124 |
|
|
2021
Q4 | $334K | Hold |
1,314
| – | – | 0.2% | 112 |
|
|
2021
Q3 | $356K | Buy |
1,314
+125
| +11% | +$31.7K | 0.23% | 100 |
|
|
2021
Q2 | $290K | Sell |
1,189
-6
| -0.5% | -$1.38K | 0.19% | 123 |
|
|
2021
Q1 | $253K | Buy |
+1,195
| New | +$266K | 0.18% | 125 |
|
|
2020
Q4 | – | Sell |
-1,890
| Closed | -$475K | – | 144 |
|
|
2020
Q3 | $475K | Sell |
1,890
-200
| -10% | -$43.8K | 0.48% | 56 |
|
|
2020
Q2 | $392K | Sell |
2,090
-32
| -2% | -$5.39K | 0.47% | 57 |
|
|
2020
Q1 | $306K | Hold |
2,122
| – | – | 0.48% | 63 |
|
|
2019
Q4 | $345K | Hold |
2,122
| – | – | 0.41% | 85 |
|
|
2019
Q3 | $315K | Sell |
2,122
-26
| -1% | -$3.95K | 0.41% | 90 |
|
|
2019
Q2 | $326K | Hold |
2,148
| – | – | 0.45% | 75 |
|
|
2019
Q1 | $340K | Buy |
2,148
+456
| +27% | +$70.7K | 0.49% | 69 |
|
|
2018
Q4 | $232K | Buy |
+1,692
| New | +$233K | 0.39% | 94 |
|
Other funds holding CRM
&Partners's CRM Position: Q2 2026 in Review
&Partners increased its Salesforce (CRM) stake by 61% in Q2 2026, buying an estimated $18.4M and bringing the position to 276,936 shares worth $43.4M. The position accounts for 0.18% of the portfolio, ranked #111.
&Partners first reported a position in CRM in Q4 2018 and has held it in 29 quarters since. 2,492 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- &Partners held 276,936 shares of Salesforce worth $43.4M as of Q2 2026.
- &Partners bought 104,713 Salesforce shares in Q2 2026, an estimated $18.4M.
- Salesforce made up 0.18% of &Partners's portfolio in Q2 2026, its #111 holding.
- &Partners first reported a position in Salesforce in Q4 2018 and has held it in 29 quarters since.
- 2,492 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.