Rathbones Group’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 | $36.7M | Sell |
196,806
-406,766
| -67% | -$84.3M | 0.15% | 102 |
|
|
2025
Q4 | $160M | Sell |
603,572
-198,121
| -25% | -$49.2M | 0.63% | 39 |
|
|
2025
Q3 | $190M | Buy |
801,693
+106,513
| +15% | +$26.9M | 0.77% | 35 |
|
|
2025
Q2 | $190M | Buy |
695,180
+127,687
| +23% | +$34.1M | 0.82% | 31 |
|
|
2025
Q1 | $152M | Buy |
567,493
+133,465
| +31% | +$41.5M | 0.74% | 31 |
|
|
2024
Q4 | $145M | Buy |
434,028
+8,470
| +2% | +$2.7M | 0.7% | 33 |
|
|
2024
Q3 | $116M | Buy |
425,558
+72,773
| +21% | +$18.6M | 0.59% | 45 |
|
|
2024
Q2 | $90.7M | Buy |
352,785
+266,905
| +311% | +$71.4M | 0.49% | 53 |
|
|
2024
Q1 | $25.9M | Buy |
85,880
+79,017
| +1,151% | +$22.8M | 0.15% | 107 |
|
|
2023
Q4 | $1.81M | Buy |
6,863
+40
| +0.6% | +$9.05K | 0.01% | 264 |
|
|
2023
Q3 | $1.38M | Buy |
6,823
+5,671
| +492% | +$1.23M | 0.01% | 281 |
|
|
2023
Q2 | $243K | Sell |
1,152
-1,503
| -57% | -$307K | ﹤0.01% | 358 |
|
|
2023
Q1 | $530K | Sell |
2,655
-125
| -4% | -$21.1K | 0.01% | 289 |
|
|
2022
Q4 | $369K | Buy |
2,780
+100
| +4% | +$14.6K | ﹤0.01% | 322 |
|
|
2022
Q3 | $385K | Sell |
2,680
-320
| -11% | -$54.3K | ﹤0.01% | 314 |
|
|
2022
Q2 | $495K | Sell |
3,000
-318
| -10% | -$56.2K | 0.01% | 297 |
|
|
2022
Q1 | $704K | Sell |
3,318
-1,012
| -23% | -$218K | 0.01% | 274 |
|
|
2021
Q4 | $1.1M | Buy |
4,330
+38
| +0.9% | +$10.7K | 0.01% | 244 |
|
|
2021
Q3 | $1.16M | Buy |
4,292
+269
| +7% | +$68.3K | 0.01% | 239 |
|
|
2021
Q2 | $983K | Sell |
4,023
-422
| -9% | -$97.3K | 0.01% | 251 |
|
|
2021
Q1 | $942K | Sell |
4,445
-294,188
| -99% | -$65.5M | 0.01% | 248 |
|
|
2020
Q4 | $66.5M | Buy |
298,633
+1,118
| +0.4% | +$272K | 0.94% | 34 |
|
|
2020
Q3 | $74.8M | Buy |
297,515
+526
| +0.2% | +$115K | 1.28% | 19 |
|
|
2020
Q2 | $55.6M | Buy |
296,989
+21,222
| +8% | +$3.58M | 1.13% | 26 |
|
|
2020
Q1 | $39.7M | Buy |
275,767
+105
| +0% | +$18K | 1.16% | 29 |
|
|
2019
Q4 | $44.8M | Hold |
275,662
| – | – | 1.18% | 25 |
|
|
2019
Q3 | $40.9M | Buy |
275,662
+457
| +0.2% | +$69.5K | 1.16% | 23 |
|
|
2019
Q2 | $41.8M | Sell |
275,205
-615
| -0.2% | -$96.4K | 1.31% | 23 |
|
|
2019
Q1 | $43.7M | Buy |
275,820
+1,093
| +0.4% | +$169K | 1.44% | 17 |
|
|
2018
Q4 | $37.6M | Sell |
274,727
-15
| -0% | -$2.06K | 1.44% | 17 |
|
|
2018
Q3 | $43.7M | Sell |
274,742
-1,495
| -0.5% | -$222K | 1.48% | 19 |
|
|
2018
Q2 | $37.7M | Buy |
276,237
+97
| +0% | +$12.4K | 1.43% | 19 |
|
|
2018
Q1 | $32.1M | Hold |
276,140
| – | – | 1.31% | 24 |
|
|
2017
Q4 | $28.2M | Hold |
276,140
| – | – | 1.15% | 30 |
|
|
2017
Q3 | $25.8M | Sell |
276,140
-155
| -0.1% | -$14.3K | 1.12% | 31 |
|
|
2017
Q2 | $23.9M | Buy |
276,295
+155
| +0.1% | +$13.5K | 1.07% | 33 |
|
|
2017
Q1 | $22.8M | Buy |
276,140
+39,000
| +16% | +$3.12M | 1.04% | 34 |
|
|
2016
Q4 | $16.2M | Hold |
237,140
| – | – | 0.81% | 48 |
|
|
2016
Q3 | $16.9M | Hold |
237,140
| – | – | 0.87% | 42 |
|
|
2016
Q2 | $18.8M | Hold |
237,140
| – | – | 1.04% | 33 |
|
|
2016
Q1 | $17.5M | Hold |
237,140
| – | – | 1.06% | 32 |
|
|
2015
Q4 | $17.3M | Buy |
+237,140
| New | +$18.5M | 1.1% | 29 |
|
Other funds holding CRM
VCM
VPM
Rathbones Group's CRM Position: Q1 2026 in Review
Rathbones Group reduced its Salesforce (CRM) stake by 67% in Q1 2026, selling an estimated $84.3M and leaving 196,806 shares worth $36.7M. The position accounts for 0.15% of the portfolio, ranked #102.
Rathbones Group first reported a position in CRM in Q4 2015 and has held it in 42 quarters since. The position peaked at $190M in Q3 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Rathbones Group held 196,806 shares of Salesforce worth $36.7M as of Q1 2026.
- Rathbones Group sold 406,766 Salesforce shares in Q1 2026, an estimated $84.3M.
- Salesforce made up 0.15% of Rathbones Group's portfolio in Q1 2026, its #102 holding.
- Rathbones Group first reported a position in Salesforce in Q4 2015 and has held it in 42 quarters since.
- Rathbones Group's Salesforce position peaked at $190M in Q3 2025.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.