Raleigh Capital 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
Q2
$41.5K Buy
265
+33
+14% +$5.8K 0.01% 290
2026
Q1
$43.2K Buy
232
+94
+68% +$19.5K 0.01% 289
2025
Q4
$36.7K Sell
138
-11
-7% -$2.73K 0.01% 308
2025
Q3
$35.4K Sell
149
-611
-80% -$154K 0.01% 284
2025
Q2
$207K Sell
760
-1,166
-61% -$312K 0.09% 199
2025
Q1
$517K Sell
1,926
-441
-19% -$137K 0.23% 116
2024
Q4
$791K Buy
2,367
+509
+27% +$162K 0.31% 100
2024
Q3
$509K Buy
1,858
+130
+8% +$33.3K 0.2% 125
2024
Q2
$444K Buy
1,728
+55
+3% +$14.7K 0.19% 123
2024
Q1
$504K Buy
1,673
+391
+30% +$113K 0.22% 114
2023
Q4
$337K Buy
1,282
+139
+12% +$31.5K 0.16% 143
2023
Q3
$232K Buy
1,143
+34
+3% +$7.35K 0.12% 158
2023
Q2
$234K Buy
1,109
+1,063
+2,311% +$217K 0.12% 166
2023
Q1
$9.19K Buy
46
+39
+557% +$6.59K ﹤0.01% 518
2022
Q4
$928 Sell
7
-67
-91% -$9.78K ﹤0.01% 715
2022
Q3
$11K Buy
74
+29
+64% +$4.92K 0.01% 341
2022
Q2
$7K Hold
45
﹤0.01% 398
2022
Q1
$10K Sell
45
-17
-27% -$3.66K 0.01% 374
2021
Q4
$16K Buy
+62
New +$17.4K 0.02% 172

Other funds holding CRM

Raleigh Capital Management's CRM Position: Q2 2026 in Review

Raleigh Capital Management increased its Salesforce (CRM) stake by 14% in Q2 2026, buying an estimated $5.8K and bringing the position to 265 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #290.

Raleigh Capital Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $791K in Q4 2024. 663 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Raleigh Capital Management held 265 shares of Salesforce worth $41.5K as of Q2 2026.
  • Raleigh Capital Management bought 33 Salesforce shares in Q2 2026, an estimated $5.8K.
  • Salesforce made up 0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #290 holding.
  • Raleigh Capital Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's Salesforce position peaked at $791K in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.