Red Reef 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
$602K Sell
3,843
-26
-0.7% -$4.57K 0.56% 63
2026
Q1
$722K Buy
3,869
+125
+3% +$25.9K 0.76% 46
2025
Q4
$992K Buy
+3,744
New +$930K 1.01% 31

Other funds holding CRM

Red Reef Advisors's CRM Position: Q2 2026 in Review

Red Reef Advisors reduced its Salesforce (CRM) stake by 0.67% in Q2 2026, selling an estimated $4.57K and leaving 3,843 shares worth $602K. The position accounts for 0.56% of the portfolio, ranked #63.

Red Reef Advisors first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $992K in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Red Reef Advisors held 3,843 shares of Salesforce worth $602K as of Q2 2026.
  • Red Reef Advisors sold 26 Salesforce shares in Q2 2026, an estimated $4.57K.
  • Salesforce made up 0.56% of Red Reef Advisors's portfolio in Q2 2026, its #63 holding.
  • Red Reef Advisors first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Red Reef Advisors's Salesforce position peaked at $992K in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.