Patriot Financial Group Insurance Agency’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 | – | Sell |
-1,224
| Closed | -$229K | – | 527 |
|
|
2026
Q1 | $229K | Buy |
+1,224
| New | +$254K | 0.01% | 634 |
|
|
2025
Q4 | – | Sell |
-2,058
| Closed | -$488K | – | 519 |
|
|
2025
Q3 | $488K | Sell |
2,058
-3,818
| -65% | -$963K | 0.06% | 292 |
|
|
2025
Q2 | $1.6M | Buy |
5,876
+603
| +11% | +$161K | 0.18% | 138 |
|
|
2025
Q1 | $1.42M | Buy |
5,273
+992
| +23% | +$309K | 0.19% | 133 |
|
|
2024
Q4 | $1.43M | Buy |
4,281
+98
| +2% | +$31.3K | 0.19% | 118 |
|
|
2024
Q3 | $1.14M | Buy |
4,183
+738
| +21% | +$189K | 0.15% | 158 |
|
|
2024
Q2 | $886K | Buy |
3,445
+101
| +3% | +$27K | 0.13% | 179 |
|
|
2024
Q1 | $1.01M | Buy |
3,344
+95
| +3% | +$27.4K | 0.16% | 147 |
|
|
2023
Q4 | $855K | Buy |
3,249
+56
| +2% | +$12.7K | 0.16% | 150 |
|
|
2023
Q3 | $647K | Buy |
3,193
+231
| +8% | +$49.9K | 0.13% | 184 |
|
|
2023
Q2 | $626K | Sell |
2,962
-175
| -6% | -$35.7K | 0.12% | 202 |
|
|
2023
Q1 | $627K | Buy |
3,137
+304
| +11% | +$51.3K | 0.13% | 182 |
|
|
2022
Q4 | $376K | Buy |
2,833
+520
| +22% | +$75.9K | 0.05% | 263 |
|
|
2022
Q3 | $333K | Buy |
2,313
+581
| +34% | +$98.5K | 0.08% | 276 |
|
|
2022
Q2 | $286K | Sell |
1,732
-486
| -22% | -$85.9K | 0.06% | 312 |
|
|
2022
Q1 | $471K | Buy |
2,218
+125
| +6% | +$26.9K | 0.08% | 245 |
|
|
2021
Q4 | $532K | Buy |
2,093
+9
| +0.4% | +$2.53K | 0.09% | 231 |
|
|
2021
Q3 | $565K | Buy |
2,084
+300
| +17% | +$76.2K | 0.1% | 208 |
|
|
2021
Q2 | $436K | Buy |
1,784
+1,074
| +151% | +$248K | 0.08% | 253 |
|
|
2021
Q1 | $150K | Sell |
710
-849
| -54% | -$189K | 0.03% | 453 |
|
|
2020
Q4 | $347K | Sell |
1,559
-12
| -0.8% | -$2.92K | 0.09% | 232 |
|
|
2020
Q3 | $395K | Sell |
1,571
-41
| -3% | -$8.97K | 0.13% | 169 |
|
|
2020
Q2 | $302K | Buy |
1,612
+34
| +2% | +$5.73K | 0.12% | 176 |
|
|
2020
Q1 | $227K | Buy |
1,578
+262
| +20% | +$44.9K | 0.1% | 193 |
|
|
2019
Q4 | $214K | Sell |
1,316
-196
| -13% | -$30.7K | 0.08% | 209 |
|
|
2019
Q3 | $224K | Sell |
1,512
-53
| -3% | -$8.05K | 0.1% | 182 |
|
|
2019
Q2 | $241K | Buy |
1,565
+225
| +17% | +$35.3K | 0.1% | 169 |
|
|
2019
Q1 | $212K | Buy |
1,340
+1,137
| +560% | +$176K | 0.11% | 159 |
|
|
2018
Q4 | $28K | Buy |
+203
| New | +$27.9K | 0.02% | 416 |
|
|
2018
Q2 | – | Sell |
-230
| Closed | -$27K | – | 651 |
|
|
2018
Q1 | $27K | Hold |
230
| – | – | 0.02% | 411 |
|
|
2017
Q4 | $26K | Hold |
230
| – | – | 0.02% | 403 |
|
|
2017
Q3 | $22K | Sell |
230
-3
| -1% | -$276 | 0.02% | 378 |
|
|
2017
Q2 | $21K | Buy |
+233
| New | +$20.3K | 0.02% | 372 |
|
Other funds holding CRM
Patriot Financial Group Insurance Agency's CRM Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,224 shares — an estimated $229K sold.
Patriot Financial Group Insurance Agency first reported a position in CRM in Q2 2017 and held it in 33 quarters. The position peaked at $1.6M in Q2 2025. 1,349 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Patriot Financial Group Insurance Agency reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
- Patriot Financial Group Insurance Agency sold 1,224 Salesforce shares in Q2 2026, an estimated $229K.
- Patriot Financial Group Insurance Agency first reported a position in Salesforce in Q2 2017 and held it in 33 quarters.
- Patriot Financial Group Insurance Agency's Salesforce position peaked at $1.6M in Q2 2025.
- 1,349 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.