Pflug Koory’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 | $16.4K | Buy |
105
+20
| +24% | +$3.52K | 0.01% | 315 |
|
|
2026
Q1 | $15.9K | Hold |
85
| – | – | 0.01% | 310 |
|
|
2025
Q4 | $22.5K | Hold |
85
| – | – | 0.01% | 282 |
|
|
2025
Q3 | $20.1K | Sell |
85
-53
| -38% | -$13.4K | 0.01% | 285 |
|
|
2025
Q2 | $37.6K | Hold |
138
| – | – | 0.02% | 241 |
|
|
2025
Q1 | $37K | Hold |
138
| – | – | 0.02% | 238 |
|
|
2024
Q4 | $46.1K | Hold |
138
| – | – | 0.02% | 228 |
|
|
2024
Q3 | $37.8K | Buy |
+138
| New | +$35.3K | 0.02% | 244 |
|
|
2024
Q1 | $41.6K | Hold |
138
| – | – | 0.02% | 241 |
|
|
2023
Q4 | $36.3K | Sell |
138
-7
| -5% | -$1.58K | 0.02% | 247 |
|
|
2023
Q3 | $29.4K | Hold |
145
| – | – | 0.02% | 249 |
|
|
2023
Q2 | $30.6K | Hold |
145
| – | – | 0.02% | 255 |
|
|
2023
Q1 | $29K | Hold |
145
| – | – | 0.02% | 258 |
|
|
2022
Q4 | $19K | Hold |
145
| – | – | 0.01% | 289 |
|
|
2022
Q3 | $21K | Buy |
145
+56
| +63% | +$9.5K | 0.01% | 287 |
|
|
2022
Q2 | $15K | Hold |
89
| – | – | 0.01% | 321 |
|
|
2022
Q1 | $19K | Hold |
89
| – | – | 0.01% | 318 |
|
|
2021
Q4 | $23K | Hold |
89
| – | – | 0.01% | 313 |
|
|
2021
Q3 | $24K | Buy |
89
+9
| +11% | +$2.29K | 0.01% | 299 |
|
|
2021
Q2 | $20K | Hold |
80
| – | – | 0.01% | 314 |
|
|
2021
Q1 | $17K | Hold |
80
| – | – | 0.01% | 325 |
|
|
2020
Q4 | $18K | Hold |
80
| – | – | 0.01% | 294 |
|
|
2020
Q3 | $20K | Hold |
80
| – | – | 0.01% | 273 |
|
|
2020
Q2 | $15K | Hold |
80
| – | – | 0.01% | 283 |
|
|
2020
Q1 | $12K | Hold |
80
| – | – | 0.01% | 285 |
|
|
2019
Q4 | $13K | Buy |
80
+20
| +33% | +$3.13K | 0.01% | 316 |
|
|
2019
Q3 | $9K | Hold |
60
| – | – | 0.01% | 335 |
|
|
2019
Q2 | $9K | Hold |
60
| – | – | 0.01% | 327 |
|
|
2019
Q1 | $10K | Hold |
60
| – | – | 0.01% | 334 |
|
|
2018
Q4 | $8K | Hold |
60
| – | – | 0.01% | 330 |
|
|
2018
Q3 | $10K | Hold |
60
| – | – | 0.01% | 327 |
|
|
2018
Q2 | $8K | Hold |
60
| – | – | 0.01% | 335 |
|
|
2018
Q1 | $7K | Hold |
60
| – | – | 0.01% | 335 |
|
|
2017
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 330 |
|
|
2017
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 336 |
|
|
2017
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 343 |
|
|
2017
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 341 |
|
|
2016
Q4 | $4 | Buy |
+60
| New | +$4.35K | ﹤0.01% | 343 |
|
Other funds holding CRM
FWIA
ATO
VPI
CRM
Pflug Koory's CRM Position: Q2 2026 in Review
Pflug Koory increased its Salesforce (CRM) stake by 24% in Q2 2026, buying an estimated $3.52K and bringing the position to 105 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #315.
Pflug Koory first reported a position in CRM in Q4 2016 and has held it in 38 quarters since. The position peaked at $46.1K in Q4 2024. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Pflug Koory held 105 shares of Salesforce worth $16.4K as of Q2 2026.
- Pflug Koory bought 20 Salesforce shares in Q2 2026, an estimated $3.52K.
- Salesforce made up 0.01% of Pflug Koory's portfolio in Q2 2026, its #315 holding.
- Pflug Koory first reported a position in Salesforce in Q4 2016 and has held it in 38 quarters since.
- Pflug Koory's Salesforce position peaked at $46.1K in Q4 2024.
- 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Pflug Koory's 13F filing for Q2 2026, filed 21 Jul 2026.