PFG Advisors’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 | $743K | Sell |
4,745
-371
| -7% | -$65.2K | 0.04% | 430 |
|
|
2026
Q1 | $955K | Buy |
5,116
+566
| +12% | +$117K | 0.05% | 390 |
|
|
2025
Q4 | $1.21M | Sell |
4,550
-62
| -1% | -$15.4K | 0.06% | 337 |
|
|
2025
Q3 | $1.09M | Buy |
4,612
+462
| +11% | +$117K | 0.04% | 384 |
|
|
2025
Q2 | $1.13M | Buy |
4,150
+1,389
| +50% | +$371K | 0.05% | 282 |
|
|
2025
Q1 | $741K | Buy |
2,761
+157
| +6% | +$48.8K | 0.04% | 383 |
|
|
2024
Q4 | $871K | Buy |
2,604
+273
| +12% | +$87.1K | 0.05% | 346 |
|
|
2024
Q3 | $638K | Sell |
2,331
-83
| -3% | -$21.3K | 0.04% | 392 |
|
|
2024
Q2 | $621K | Buy |
2,414
+740
| +44% | +$198K | 0.04% | 386 |
|
|
2024
Q1 | $504K | Buy |
1,674
+141
| +9% | +$40.7K | 0.04% | 386 |
|
|
2023
Q4 | $403K | Buy |
1,533
+52
| +4% | +$11.8K | 0.03% | 405 |
|
|
2023
Q3 | $300K | Sell |
1,481
-422
| -22% | -$91.2K | 0.03% | 458 |
|
|
2023
Q2 | $402K | Buy |
1,903
+731
| +62% | +$149K | 0.03% | 439 |
|
|
2023
Q1 | $234K | Buy |
+1,172
| New | +$198K | 0.02% | 564 |
|
|
2022
Q3 | – | Sell |
-1,257
| Closed | -$207K | – | 524 |
|
|
2022
Q2 | $207K | Buy |
1,257
+76
| +6% | +$13.4K | 0.02% | 366 |
|
|
2022
Q1 | $251K | Sell |
1,181
-353
| -23% | -$76K | 0.03% | 360 |
|
|
2021
Q4 | $390K | Buy |
1,534
+598
| +64% | +$168K | 0.04% | 398 |
|
|
2021
Q3 | $254K | Sell |
936
-116
| -11% | -$29.5K | 0.03% | 446 |
|
|
2021
Q2 | $257K | Buy |
1,052
+58
| +6% | +$13.4K | 0.03% | 425 |
|
|
2021
Q1 | $211K | Sell |
994
-57
| -5% | -$12.7K | 0.03% | 428 |
|
|
2020
Q4 | $234K | Sell |
1,051
-2,189
| -68% | -$532K | 0.04% | 334 |
|
|
2020
Q3 | $842K | Buy |
3,240
+680
| +27% | +$149K | 0.16% | 166 |
|
|
2020
Q2 | $509K | Sell |
2,560
-60
| -2% | -$10.1K | 0.11% | 196 |
|
|
2020
Q1 | $426K | Sell |
2,620
-295
| -10% | -$50.6K | 0.11% | 191 |
|
|
2019
Q4 | $517K | Sell |
2,915
-10
| -0.3% | -$1.57K | 0.13% | 181 |
|
|
2019
Q3 | $430K | Buy |
2,925
+160
| +6% | +$24.3K | 0.12% | 201 |
|
|
2019
Q2 | $442K | Buy |
2,765
+110
| +4% | +$17.2K | 0.12% | 201 |
|
|
2019
Q1 | $439K | Sell |
2,655
-300
| -10% | -$46.5K | 0.13% | 192 |
|
|
2018
Q4 | $481K | Buy |
+2,955
| New | +$406K | 0.15% | 175 |
|
Other funds holding CRM
PFG Advisors's CRM Position: Q2 2026 in Review
PFG Advisors reduced its Salesforce (CRM) stake by 7.3% in Q2 2026, selling an estimated $65.2K and leaving 4,745 shares worth $743K. The position accounts for 0.04% of the portfolio, ranked #430.
PFG Advisors first reported a position in CRM in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.21M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- PFG Advisors held 4,745 shares of Salesforce worth $743K as of Q2 2026.
- PFG Advisors sold 371 Salesforce shares in Q2 2026, an estimated $65.2K.
- Salesforce made up 0.04% of PFG Advisors's portfolio in Q2 2026, its #430 holding.
- PFG Advisors first reported a position in Salesforce in Q4 2018 and has held it in 29 quarters since.
- PFG Advisors's Salesforce position peaked at $1.21M in Q4 2025.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.