Rational 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 | $48.4K | Buy |
309
+3
| +1% | +$528 | ﹤0.01% | 139 |
|
|
2026
Q1 | $57.1K | Sell |
306
-4,675
| -94% | -$969K | 0.01% | 121 |
|
|
2025
Q4 | $1.32M | Buy |
4,981
+4,703
| +1,692% | +$1.17M | 0.14% | 85 |
|
|
2025
Q3 | $65.9K | Buy |
278
+26
| +10% | +$6.56K | 0.01% | 131 |
|
|
2025
Q2 | $68.7K | Buy |
+252
| New | +$67.4K | 0.01% | 124 |
|
|
2025
Q1 | – | Sell |
-11,000
| Closed | -$3.68M | – | 117 |
|
|
2024
Q4 | $3.68M | Buy |
+11,000
| New | +$3.51M | 0.36% | 45 |
|
|
2024
Q2 | – | Sell |
-11,799
| Closed | -$3.55M | – | 202 |
|
|
2024
Q1 | $3.55M | Buy |
11,799
+11,040
| +1,455% | +$3.19M | 0.33% | 41 |
|
|
2023
Q4 | $200K | Sell |
759
-1,224
| -62% | -$277K | 0.02% | 98 |
|
|
2023
Q3 | $403K | Sell |
1,983
-5,274
| -73% | -$1.14M | 0.04% | 87 |
|
|
2023
Q2 | $1.53M | Sell |
7,257
-6,938
| -49% | -$1.42M | 0.13% | 73 |
|
|
2023
Q1 | $2.84M | Buy |
14,195
+14,083
| +12,574% | +$2.38M | 0.23% | 46 |
|
|
2022
Q4 | $14.8K | Hold |
112
| – | – | ﹤0.01% | 177 |
|
|
2022
Q3 | $16K | Buy |
112
+1
| +0.9% | +$170 | ﹤0.01% | 175 |
|
|
2022
Q2 | $18K | Buy |
111
+3
| +3% | +$530 | ﹤0.01% | 173 |
|
|
2022
Q1 | $23K | Buy |
+108
| New | +$23.2K | ﹤0.01% | 175 |
|
|
2021
Q1 | – | Sell |
-10,500
| Closed | -$2.34M | – | 187 |
|
|
2020
Q4 | $2.34M | Buy |
10,500
+10,455
| +23,233% | +$2.54M | 0.63% | 33 |
|
|
2020
Q3 | $11K | Sell |
45
-976
| -96% | -$214K | ﹤0.01% | 273 |
|
|
2020
Q2 | $191K | Sell |
1,021
-2,320
| -69% | -$391K | 0.1% | 143 |
|
|
2020
Q1 | $481K | Buy |
3,341
+2,312
| +225% | +$396K | 0.35% | 89 |
|
|
2019
Q4 | $167K | Buy |
1,029
+770
| +297% | +$121K | 0.08% | 212 |
|
|
2019
Q3 | $38K | Sell |
259
-78
| -23% | -$11.9K | 0.01% | 394 |
|
|
2019
Q2 | $51K | Sell |
337
-13,233
| -98% | -$2.07M | 0.02% | 343 |
|
|
2019
Q1 | $2.15M | Buy |
13,570
+13,558
| +112,983% | +$2.1M | 0.58% | 60 |
|
|
2018
Q4 | $2K | Sell |
12
-3
| -20% | -$413 | ﹤0.01% | 475 |
|
|
2018
Q3 | $2K | Sell |
15
-274
| -95% | -$40.7K | ﹤0.01% | 463 |
|
|
2018
Q2 | $39K | Sell |
289
-50
| -15% | -$6.38K | 0.02% | 280 |
|
|
2018
Q1 | $39K | Buy |
+339
| New | +$38.9K | 0.02% | 289 |
|
|
2017
Q3 | – | Sell |
-5,640
| Closed | -$488K | – | 339 |
|
|
2017
Q2 | $488K | Buy |
+5,640
| New | +$491K | 0.3% | 105 |
|
|
2015
Q3 | $45K | Hold |
648
| – | – | 0.02% | 265 |
|
|
2015
Q2 | $45K | Hold |
648
| – | – | 0.01% | 261 |
|
|
2015
Q1 | $43K | Sell |
648
-430
| -40% | -$26.7K | 0.01% | 259 |
|
|
2014
Q4 | $64K | Buy |
+1,078
| New | +$63.6K | 0.01% | 288 |
|
|
2013
Q4 | $20K | Sell |
360
-24
| -6% | -$1.28K | ﹤0.01% | 737 |
|
|
2013
Q3 | $20K | Hold |
384
| – | – | ﹤0.01% | 758 |
|
|
2013
Q2 | $15K | Buy |
+384
| New | +$15.8K | ﹤0.01% | 780 |
|
Other funds holding CRM
FWIA
ATO
Rational Advisors's CRM Position: Q2 2026 in Review
Rational Advisors increased its Salesforce (CRM) stake by 0.98% in Q2 2026, buying an estimated $528 and bringing the position to 309 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #139.
Rational Advisors first reported a position in CRM in Q2 2013 and has held it in 35 quarters since. The position peaked at $3.68M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Rational Advisors held 309 shares of Salesforce worth $48.4K as of Q2 2026.
- Rational Advisors bought 3 Salesforce shares in Q2 2026, an estimated $528.
- Salesforce made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #139 holding.
- Rational Advisors first reported a position in Salesforce in Q2 2013 and has held it in 35 quarters since.
- Rational Advisors's Salesforce position peaked at $3.68M in Q4 2024.
- 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.