Principle Wealth Partners’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 | $1.07M | Buy |
6,808
+1,315
| +24% | +$231K | 0.05% | 179 |
|
|
2026
Q1 | $1.03M | Sell |
5,493
-3,948
| -42% | -$818K | 0.06% | 170 |
|
|
2025
Q4 | $2.5M | Sell |
9,441
-194
| -2% | -$48.2K | 0.14% | 117 |
|
|
2025
Q3 | $2.28M | Sell |
9,635
-6
| -0.1% | -$1.51K | 0.13% | 115 |
|
|
2025
Q2 | $2.63M | Buy |
9,641
+382
| +4% | +$102K | 0.16% | 107 |
|
|
2025
Q1 | $2.48M | Buy |
9,259
+50
| +0.5% | +$15.6K | 0.18% | 109 |
|
|
2024
Q4 | $3.08M | Sell |
9,209
-15
| -0.2% | -$4.79K | 0.22% | 100 |
|
|
2024
Q3 | $2.52M | Buy |
9,224
+300
| +3% | +$76.8K | 0.18% | 111 |
|
|
2024
Q2 | $2.29M | Sell |
8,924
-59
| -0.7% | -$15.8K | 0.17% | 115 |
|
|
2024
Q1 | $2.71M | Sell |
8,983
-200
| -2% | -$57.7K | 0.21% | 105 |
|
|
2023
Q4 | $2.42M | Buy |
9,183
+115
| +1% | +$26K | 0.21% | 106 |
|
|
2023
Q3 | $1.84M | Buy |
9,068
+283
| +3% | +$61.1K | 0.18% | 111 |
|
|
2023
Q2 | $1.86M | Sell |
8,785
-100
| -1% | -$20.4K | 0.19% | 106 |
|
|
2023
Q1 | $1.78M | Sell |
8,885
-40
| -0.4% | -$6.76K | 0.19% | 106 |
|
|
2022
Q4 | $1.18M | Sell |
8,925
-104
| -1% | -$15.2K | 0.13% | 118 |
|
|
2022
Q3 | $1.3M | Buy |
9,029
+1,265
| +16% | +$215K | 0.12% | 105 |
|
|
2022
Q2 | $1.28M | Buy |
7,764
+1,007
| +15% | +$178K | 0.15% | 113 |
|
|
2022
Q1 | $1.44M | Buy |
6,757
+2,670
| +65% | +$575K | 0.15% | 112 |
|
|
2021
Q4 | $1.04M | Buy |
4,087
+154
| +4% | +$43.3K | 0.11% | 135 |
|
|
2021
Q3 | $1.07M | Buy |
3,933
+40
| +1% | +$10.2K | 0.12% | 123 |
|
|
2021
Q2 | $951K | Buy |
3,893
+23
| +0.6% | +$5.3K | 0.11% | 137 |
|
|
2021
Q1 | $820K | Buy |
3,870
+65
| +2% | +$14.5K | 0.1% | 140 |
|
|
2020
Q4 | $847K | Buy |
3,805
+460
| +14% | +$112K | 0.11% | 130 |
|
|
2020
Q3 | $841K | Buy |
3,345
+34
| +1% | +$7.44K | 0.23% | 57 |
|
|
2020
Q2 | $620K | Buy |
3,311
+43
| +1% | +$7.25K | 0.18% | 72 |
|
|
2020
Q1 | $471K | Sell |
3,268
-11
| -0.3% | -$1.89K | 0.18% | 84 |
|
|
2019
Q4 | $533K | Buy |
3,279
+21
| +0.6% | +$3.29K | 0.17% | 94 |
|
|
2019
Q3 | $484K | Buy |
3,258
+100
| +3% | +$15.2K | 0.17% | 101 |
|
|
2019
Q2 | $479K | Buy |
3,158
+350
| +12% | +$54.8K | 0.25% | 79 |
|
|
2019
Q1 | $445K | Buy |
2,808
+168
| +6% | +$26K | 0.25% | 70 |
|
|
2018
Q4 | $362K | Buy |
+2,640
| New | +$363K | 0.3% | 75 |
|
Other funds holding CRM
Principle Wealth Partners's CRM Position: Q2 2026 in Review
Principle Wealth Partners increased its Salesforce (CRM) stake by 24% in Q2 2026, buying an estimated $231K and bringing the position to 6,808 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #179.
Principle Wealth Partners first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.08M in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Principle Wealth Partners held 6,808 shares of Salesforce worth $1.07M as of Q2 2026.
- Principle Wealth Partners bought 1,315 Salesforce shares in Q2 2026, an estimated $231K.
- Salesforce made up 0.05% of Principle Wealth Partners's portfolio in Q2 2026, its #179 holding.
- Principle Wealth Partners first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
- Principle Wealth Partners's Salesforce position peaked at $3.08M in Q4 2024.
- 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.