Perigon Wealth Management’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 | $7.06M | Sell |
37,804
-9,490
| -20% | -$1.97M | 0.13% | 162 |
|
|
2025
Q4 | $12.5M | Sell |
47,294
-866
| -2% | -$215K | 0.22% | 93 |
|
|
2025
Q3 | $11.4M | Buy |
48,160
+3,106
| +7% | +$783K | 0.23% | 91 |
|
|
2025
Q2 | $12.3M | Sell |
45,054
-2,669
| -6% | -$714K | 0.29% | 75 |
|
|
2025
Q1 | $12.8M | Buy |
47,723
+186
| +0.4% | +$57.9K | 0.33% | 60 |
|
|
2024
Q4 | $15.2M | Buy |
47,537
+123
| +0.3% | +$39.3K | 0.37% | 54 |
|
|
2024
Q3 | $13M | Sell |
47,414
-551
| -1% | -$141K | 0.34% | 61 |
|
|
2024
Q2 | $12.3M | Sell |
47,965
-2,683
| -5% | -$718K | 0.36% | 61 |
|
|
2024
Q1 | $15.3M | Sell |
50,648
-108
| -0.2% | -$31.2K | 0.46% | 44 |
|
|
2023
Q4 | $13.4M | Sell |
50,756
-12,677
| -20% | -$2.87M | 0.44% | 50 |
|
|
2023
Q3 | $12.9M | Sell |
63,433
-4,936
| -7% | -$1.07M | 0.52% | 44 |
|
|
2023
Q2 | $14.4M | Buy |
68,369
+19
| +0% | +$3.88K | 0.57% | 34 |
|
|
2023
Q1 | $13.7M | Sell |
68,350
-19,517
| -22% | -$3.3M | 0.78% | 24 |
|
|
2022
Q4 | $11.7M | Sell |
87,867
-4,120
| -4% | -$601K | 0.72% | 22 |
|
|
2022
Q3 | $13.2M | Sell |
91,987
-634
| -0.7% | -$108K | 1.14% | 15 |
|
|
2022
Q2 | $15.3M | Buy |
92,621
+69
| +0.1% | +$12.2K | 1.28% | 14 |
|
|
2022
Q1 | $19.7M | Buy |
92,552
+55,578
| +150% | +$12M | 1.39% | 11 |
|
|
2021
Q4 | $9.4M | Sell |
36,974
-883
| -2% | -$248K | 0.67% | 25 |
|
|
2021
Q3 | $10.3M | Buy |
37,857
+955
| +3% | +$243K | 0.89% | 17 |
|
|
2021
Q2 | $9.01M | Sell |
36,902
-6,898
| -16% | -$1.59M | 0.8% | 21 |
|
|
2021
Q1 | $9.28M | Buy |
43,800
+7,031
| +19% | +$1.57M | 0.95% | 16 |
|
|
2020
Q4 | $8.18M | Buy |
36,769
+3,053
| +9% | +$742K | 0.95% | 18 |
|
|
2020
Q3 | $8.47M | Sell |
33,716
-454
| -1% | -$99.4K | 1.18% | 14 |
|
|
2020
Q2 | $6.4M | Sell |
34,170
-3,427
| -9% | -$577K | 1.01% | 20 |
|
|
2020
Q1 | $5.81M | Buy |
37,597
+2,522
| +7% | +$432K | 1.08% | 21 |
|
|
2019
Q4 | $6.08M | Sell |
35,075
-2,451
| -7% | -$384K | 1.24% | 17 |
|
|
2019
Q3 | $5.73M | Buy |
37,526
+1,473
| +4% | +$224K | 1.35% | 15 |
|
|
2019
Q2 | $5.47M | Buy |
36,053
+3,038
| +9% | +$476K | 1.28% | 18 |
|
|
2019
Q1 | $5.38M | Sell |
33,015
-1,278
| -4% | -$198K | 1.25% | 18 |
|
|
2018
Q4 | $5.13M | Buy |
34,293
+3,625
| +12% | +$499K | 1.31% | 16 |
|
|
2018
Q3 | $4.88M | Buy |
30,668
+1,647
| +6% | +$244K | 1.2% | 15 |
|
|
2018
Q2 | $3.96M | Buy |
29,021
+6,001
| +26% | +$766K | 1.19% | 20 |
|
|
2018
Q1 | $2.68M | Buy |
23,020
+6,675
| +41% | +$767K | 0.99% | 31 |
|
|
2017
Q4 | $1.67M | Sell |
16,345
-2,873
| -15% | -$293K | 0.62% | 45 |
|
|
2017
Q3 | $1.79M | Sell |
19,218
-27,339
| -59% | -$2.52M | 0.58% | 43 |
|
|
2017
Q2 | $4.03M | Buy |
46,557
+3,002
| +7% | +$261K | 0.88% | 27 |
|
|
2017
Q1 | $3.59M | Sell |
43,555
-3,215
| -7% | -$257K | 0.76% | 36 |
|
|
2016
Q4 | $3.85M | Buy |
46,770
+15,413
| +49% | +$1.12M | 0.84% | 31 |
|
|
2016
Q3 | $2.24M | Sell |
31,357
-500
| -2% | -$39K | 0.57% | 54 |
|
|
2016
Q2 | $2.53M | Buy |
31,857
+11,372
| +56% | +$893K | 0.67% | 43 |
|
|
2016
Q1 | $1.6M | Hold |
20,485
| – | – | 0.5% | 56 |
|
|
2015
Q4 | $1.61M | Sell |
20,485
-800
| -4% | -$62.5K | 0.44% | 62 |
|
|
2015
Q3 | $1.48M | Sell |
21,285
-1,000
| -4% | -$70.9K | 0.44% | 62 |
|
|
2015
Q2 | $1.55M | Hold |
22,285
| – | – | 0.41% | 64 |
|
|
2015
Q1 | $1.49M | Sell |
22,285
-12,820
| -37% | -$795K | 0.41% | 63 |
|
|
2014
Q4 | $2.08M | Sell |
35,105
-73
| -0.2% | -$4.3K | 0.63% | 45 |
|
|
2014
Q3 | $2.02M | Buy |
35,178
+2,160
| +7% | +$122K | 0.6% | 49 |
|
|
2014
Q2 | $1.92M | Hold |
33,018
| – | – | 0.55% | 55 |
|
|
2014
Q1 | $1.89M | Sell |
33,018
-18,769
| -36% | -$1.12M | 1.04% | 33 |
|
|
2013
Q4 | $2.86M | Buy |
+51,787
| New | +$2.77M | 1.59% | 21 |
|
Other funds holding CRM
VCM
VPM
Perigon Wealth Management's CRM Position: Q1 2026 in Review
Perigon Wealth Management reduced its Salesforce (CRM) stake by 20% in Q1 2026, selling an estimated $1.97M and leaving 37,804 shares worth $7.06M. The position accounts for 0.13% of the portfolio, ranked #162.
Perigon Wealth Management first reported a position in CRM in Q4 2013 and has held it in 50 quarters since. The position peaked at $19.7M in Q1 2022. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Perigon Wealth Management held 37,804 shares of Salesforce worth $7.06M as of Q1 2026.
- Perigon Wealth Management sold 9,490 Salesforce shares in Q1 2026, an estimated $1.97M.
- Salesforce made up 0.13% of Perigon Wealth Management's portfolio in Q1 2026, its #162 holding.
- Perigon Wealth Management first reported a position in Salesforce in Q4 2013 and has held it in 50 quarters since.
- Perigon Wealth Management's Salesforce position peaked at $19.7M in Q1 2022.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.