Prime Capital Investment 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 | $2.5M | Sell |
15,983
-34,445
| -68% | -$6.06M | 0.02% | 348 |
|
|
2026
Q1 | $9.41M | Buy |
50,428
+3,293
| +7% | +$682K | 0.11% | 158 |
|
|
2025
Q4 | $12.5M | Sell |
47,135
-7,457
| -14% | -$1.85M | 0.15% | 112 |
|
|
2025
Q3 | $12.9M | Sell |
54,592
-13,869
| -20% | -$3.5M | 0.16% | 106 |
|
|
2025
Q2 | $18.7M | Sell |
68,461
-29,346
| -30% | -$7.85M | 0.25% | 75 |
|
|
2025
Q1 | $26.2M | Buy |
97,807
+37,268
| +62% | +$11.6M | 0.31% | 65 |
|
|
2024
Q4 | $20.2M | Buy |
60,539
+2,503
| +4% | +$799K | 0.29% | 65 |
|
|
2024
Q3 | $15.9M | Buy |
58,036
+6,938
| +14% | +$1.78M | 0.23% | 80 |
|
|
2024
Q2 | $13.1M | Sell |
51,098
-9,438
| -16% | -$2.53M | 0.19% | 92 |
|
|
2024
Q1 | $18.2M | Sell |
60,536
-2,449
| -4% | -$707K | 0.25% | 85 |
|
|
2023
Q4 | $16.6M | Sell |
62,985
-16,042
| -20% | -$3.63M | 0.25% | 87 |
|
|
2023
Q3 | $16M | Sell |
79,027
-989
| -1% | -$214K | 0.33% | 71 |
|
|
2023
Q2 | $16.9M | Buy |
80,016
+25,273
| +46% | +$5.16M | 0.33% | 67 |
|
|
2023
Q1 | $10.9M | Sell |
54,743
-14,972
| -21% | -$2.53M | 0.45% | 50 |
|
|
2022
Q4 | $9.24M | Buy |
69,715
+1,571
| +2% | +$229K | 0.35% | 64 |
|
|
2022
Q3 | $9.8M | Buy |
68,144
+14,500
| +27% | +$2.46M | 0.56% | 38 |
|
|
2022
Q2 | $8.85M | Buy |
53,644
+12,209
| +29% | +$2.16M | 0.53% | 33 |
|
|
2022
Q1 | $10.5M | Sell |
41,435
-207
| -0.5% | -$44.5K | 0.59% | 31 |
|
|
2021
Q4 | $10.6M | Buy |
41,642
+7,819
| +23% | +$2.2M | 0.57% | 32 |
|
|
2021
Q3 | $9.17M | Buy |
33,823
+20,575
| +155% | +$5.23M | 0.57% | 26 |
|
|
2021
Q2 | $3.24M | Buy |
13,248
+2,920
| +28% | +$673K | 0.19% | 109 |
|
|
2021
Q1 | $2.19M | Buy |
10,328
+1,579
| +18% | +$352K | 0.16% | 118 |
|
|
2020
Q4 | $1.95M | Buy |
8,749
+1,933
| +28% | +$470K | 0.15% | 116 |
|
|
2020
Q3 | $1.71M | Sell |
6,816
-5,112
| -43% | -$1.12M | 0.14% | 119 |
|
|
2020
Q2 | $2.23M | Buy |
11,928
+3,714
| +45% | +$626K | 0.21% | 94 |
|
|
2020
Q1 | $1.18M | Buy |
8,214
+1,526
| +23% | +$262K | 0.14% | 107 |
|
|
2019
Q4 | $1.09M | Sell |
6,688
-7,258
| -52% | -$1.14M | 0.12% | 129 |
|
|
2019
Q3 | $2.07M | Sell |
13,946
-54
| -0.4% | -$8.21K | 0.32% | 82 |
|
|
2019
Q2 | $2.12M | Buy |
+14,000
| New | +$2.19M | 0.39% | 76 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$55K | – | 336 |
|
|
2018
Q4 | $55K | Sell |
400
-18,700
| -98% | -$2.57M | 0.02% | 154 |
|
|
2018
Q3 | $3.04M | Buy |
+19,100
| New | +$2.83M | 0.96% | 37 |
|
|
2018
Q1 | – | Sell |
-22,900
| Closed | -$2.34M | – | 243 |
|
|
2017
Q4 | $2.34M | Buy |
+22,900
| New | +$2.33M | 1.8% | 19 |
|
Other funds holding CRM
VCM
VPM
Prime Capital Investment Advisors's CRM Position: Q2 2026 in Review
Prime Capital Investment Advisors reduced its Salesforce (CRM) stake by 68% in Q2 2026, selling an estimated $6.06M and leaving 15,983 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #348.
Prime Capital Investment Advisors first reported a position in CRM in Q4 2017 and has held it in 32 quarters since. The position peaked at $26.2M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Prime Capital Investment Advisors held 15,983 shares of Salesforce worth $2.5M as of Q2 2026.
- Prime Capital Investment Advisors sold 34,445 Salesforce shares in Q2 2026, an estimated $6.06M.
- Salesforce made up 0.02% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #348 holding.
- Prime Capital Investment Advisors first reported a position in Salesforce in Q4 2017 and has held it in 32 quarters since.
- Prime Capital Investment Advisors's Salesforce position peaked at $26.2M in Q1 2025.
- 2,068 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.