Picton Mahoney Asset 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 | – | Sell |
-40,197
| Closed | -$8.33M | – | 1285 |
|
|
2025
Q4 | $10.6M | Buy |
+40,197
| New | +$9.99M | 0.08% | 193 |
|
|
2025
Q2 | – | Sell |
-41,528
| Closed | -$11.1M | – | 1014 |
|
|
2025
Q1 | $11.1M | Buy |
41,528
+948
| +2% | +$295K | 0.19% | 114 |
|
|
2024
Q4 | $13.6M | Buy |
+40,580
| New | +$13M | 0.28% | 89 |
|
|
2023
Q1 | – | Sell |
-1,127
| Closed | -$150K | – | 529 |
|
|
2022
Q4 | $150K | Buy |
+1,127
| New | +$164K | 0.01% | 467 |
|
|
2021
Q4 | – | Sell |
-38,500
| Closed | -$10.4M | – | 971 |
|
|
2021
Q3 | $10.4M | Buy |
+38,500
| New | +$9.78M | 0.39% | 62 |
|
|
2019
Q4 | – | Sell |
-190,833
| Closed | -$28.3M | – | 296 |
|
|
2019
Q3 | $28.3M | Sell |
190,833
-24,493
| -11% | -$3.72M | 1.99% | 7 |
|
|
2019
Q2 | $32.7M | Buy |
215,326
+21,405
| +11% | +$3.35M | 2.24% | 7 |
|
|
2019
Q1 | $30.7M | Sell |
193,921
-2,268
| -1% | -$352K | 2.32% | 7 |
|
|
2018
Q4 | $26.9M | Sell |
196,189
-1,995
| -1% | -$274K | 2.4% | 7 |
|
|
2018
Q3 | $31.5M | Sell |
198,184
-8,846
| -4% | -$1.31M | 2.22% | 8 |
|
|
2018
Q2 | $28.2M | Sell |
207,030
-94,450
| -31% | -$12M | 2.03% | 7 |
|
|
2018
Q1 | $35.1M | Sell |
301,480
-8,000
| -3% | -$919K | 2.52% | 3 |
|
|
2017
Q4 | $31.6M | Buy |
309,480
+75,200
| +32% | +$7.66M | 2.26% | 3 |
|
|
2017
Q3 | $21.9M | Buy |
234,280
+183,100
| +358% | +$16.8M | 1.65% | 14 |
|
|
2017
Q2 | $4.43M | Sell |
51,180
-6,000
| -10% | -$523K | 0.32% | 97 |
|
|
2017
Q1 | $4.72M | Buy |
57,180
+3,000
| +6% | +$240K | 0.32% | 91 |
|
|
2016
Q4 | $3.71M | Sell |
54,180
-39,900
| -42% | -$2.9M | 0.3% | 90 |
|
|
2016
Q3 | $6.71M | Sell |
94,080
-281,907
| -75% | -$22M | 0.45% | 80 |
|
|
2016
Q2 | $29.9M | Buy |
375,987
+33,700
| +10% | +$2.65M | 1.84% | 7 |
|
|
2016
Q1 | $25.3M | Sell |
342,287
-93,525
| -21% | -$6.44M | 1.62% | 13 |
|
|
2015
Q4 | $34.2M | Buy |
435,812
+303,112
| +228% | +$23.7M | 2.04% | 6 |
|
|
2015
Q3 | $9.21M | Buy |
132,700
+22,400
| +20% | +$1.59M | 0.54% | 70 |
|
|
2015
Q2 | $7.68M | Buy |
110,300
+500
| +0.5% | +$35.6K | 0.38% | 90 |
|
|
2015
Q1 | $7.34M | Sell |
109,800
-16,000
| -13% | -$992K | 0.28% | 92 |
|
|
2014
Q4 | $7.46M | Sell |
125,800
-5,100
| -4% | -$301K | 0.36% | 93 |
|
|
2014
Q3 | $7.53K | Buy |
+130,900
| New | +$7.37M | 0.41% | 85 |
|
|
2014
Q2 | – | Sell |
-100,200
| Closed | -$5.72M | – | 313 |
|
|
2014
Q1 | $5.72M | Buy |
+100,200
| New | +$5.99M | 0.33% | 105 |
|
Other funds holding CRM
VCM
VPM
Picton Mahoney Asset Management's CRM Position: Q1 2026 in Review
Picton Mahoney Asset Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 40,197 shares — an estimated $8.33M sold.
Picton Mahoney Asset Management first reported a position in CRM in Q1 2014 and held it in 27 quarters. The position peaked at $35.1M in Q1 2018. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Picton Mahoney Asset Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
- Picton Mahoney Asset Management sold 40,197 Salesforce shares in Q1 2026, an estimated $8.33M.
- Picton Mahoney Asset Management first reported a position in Salesforce in Q1 2014 and held it in 27 quarters.
- Picton Mahoney Asset Management's Salesforce position peaked at $35.1M in Q1 2018.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.