Rehmann Capital Advisory 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 | $825K | Sell |
4,421
-257
| -5% | -$53.2K | 0.04% | 283 |
|
|
2025
Q4 | $1.24M | Sell |
4,678
-81
| -2% | -$20.1K | 0.06% | 203 |
|
|
2025
Q3 | $1.12M | Sell |
4,759
-101
| -2% | -$25.5K | 0.06% | 211 |
|
|
2025
Q2 | $1.33M | Sell |
4,860
-340
| -7% | -$90.9K | 0.08% | 169 |
|
|
2025
Q1 | $1.4M | Sell |
5,200
-645
| -11% | -$201K | 0.09% | 168 |
|
|
2024
Q4 | $1.95M | Buy |
5,845
+62
| +1% | +$19.8K | 0.12% | 129 |
|
|
2024
Q3 | $1.58M | Sell |
5,783
-111
| -2% | -$28.4K | 0.1% | 152 |
|
|
2024
Q2 | $1.52M | Buy |
5,894
+220
| +4% | +$58.9K | 0.11% | 149 |
|
|
2024
Q1 | $1.71M | Sell |
5,674
-75
| -1% | -$21.6K | 0.13% | 133 |
|
|
2023
Q4 | $1.51M | Buy |
5,749
+442
| +8% | +$100K | 0.13% | 133 |
|
|
2023
Q3 | $1.08M | Sell |
5,307
-149
| -3% | -$32.2K | 0.1% | 158 |
|
|
2023
Q2 | $1.15M | Sell |
5,456
-229
| -4% | -$46.7K | 0.1% | 165 |
|
|
2023
Q1 | $1.14M | Buy |
5,685
+603
| +12% | +$102K | 0.11% | 163 |
|
|
2022
Q4 | $674K | Sell |
5,082
-758
| -13% | -$111K | 0.07% | 248 |
|
|
2022
Q3 | $840K | Buy |
5,840
+156
| +3% | +$26.5K | 0.09% | 190 |
|
|
2022
Q2 | $938K | Buy |
5,684
+196
| +4% | +$34.6K | 0.1% | 170 |
|
|
2022
Q1 | $1.16M | Buy |
5,488
+1,232
| +29% | +$265K | 0.11% | 161 |
|
|
2021
Q4 | $1.08M | Buy |
4,256
+60
| +1% | +$16.9K | 0.1% | 182 |
|
|
2021
Q3 | $1.14M | Buy |
4,196
+250
| +6% | +$63.5K | 0.11% | 172 |
|
|
2021
Q2 | $964K | Sell |
3,946
-232
| -6% | -$53.5K | 0.09% | 192 |
|
|
2021
Q1 | $883K | Sell |
4,178
-456
| -10% | -$102K | 0.09% | 184 |
|
|
2020
Q4 | $1.18M | Buy |
4,634
+446
| +11% | +$108K | 0.13% | 125 |
|
|
2020
Q3 | $1.05M | Sell |
4,188
-303
| -7% | -$66.3K | 0.13% | 132 |
|
|
2020
Q2 | $841K | Buy |
4,491
+524
| +13% | +$88.3K | 0.11% | 157 |
|
|
2020
Q1 | $571K | Buy |
+3,967
| New | +$680K | 0.09% | 179 |
|
|
2019
Q3 | $645K | Buy |
4,342
+1,841
| +74% | +$280K | 0.08% | 143 |
|
|
2019
Q2 | $379K | Sell |
2,501
-55
| -2% | -$8.62K | 0.05% | 295 |
|
|
2019
Q1 | $405K | Buy |
2,556
+202
| +9% | +$31.3K | 0.05% | 261 |
|
|
2018
Q4 | $322K | Hold |
2,354
| – | – | 0.05% | 186 |
|
|
2018
Q3 | $374K | Buy |
2,354
+111
| +5% | +$16.5K | 0.05% | 264 |
|
|
2018
Q2 | $306K | Buy |
2,243
+53
| +2% | +$6.76K | 0.04% | 282 |
|
|
2018
Q1 | $255K | Buy |
2,190
+24
| +1% | +$2.76K | 0.04% | 314 |
|
|
2017
Q4 | $221K | Buy |
+2,166
| New | +$221K | 0.04% | 349 |
|
|
2017
Q2 | – | Sell |
-3,169
| Closed | -$261K | – | 381 |
|
|
2017
Q1 | $261K | Sell |
3,169
-170
| -5% | -$13.6K | 0.04% | 305 |
|
|
2016
Q4 | $229K | Buy |
+3,339
| New | +$242K | 0.04% | 332 |
|
|
2016
Q3 | – | Sell |
-4,282
| Closed | -$340K | – | 374 |
|
|
2016
Q2 | $340K | Sell |
4,282
-165
| -4% | -$12.9K | 0.06% | 231 |
|
|
2016
Q1 | $328K | Sell |
4,447
-554
| -11% | -$38.2K | 0.06% | 227 |
|
|
2015
Q4 | $392K | Buy |
5,001
+89
| +2% | +$6.95K | 0.08% | 187 |
|
|
2015
Q3 | $341K | Sell |
4,912
-134
| -3% | -$9.5K | 0.08% | 198 |
|
|
2015
Q2 | $351K | Sell |
5,046
-451
| -8% | -$32.1K | 0.08% | 205 |
|
|
2015
Q1 | $367K | Buy |
5,497
+79
| +1% | +$4.9K | 0.08% | 197 |
|
|
2014
Q4 | $321K | Buy |
5,418
+326
| +6% | +$19.2K | 0.07% | 224 |
|
|
2014
Q3 | $293K | Buy |
5,092
+208
| +4% | +$11.7K | 0.07% | 238 |
|
|
2014
Q2 | $284K | Buy |
+4,884
| New | +$264K | 0.07% | 243 |
|
Other funds holding CRM
VCM
VPM
Rehmann Capital Advisory Group's CRM Position: Q1 2026 in Review
Rehmann Capital Advisory Group reduced its Salesforce (CRM) stake by 5.5% in Q1 2026, selling an estimated $53.2K and leaving 4,421 shares worth $825K. The position accounts for 0.04% of the portfolio, ranked #283.
Rehmann Capital Advisory Group first reported a position in CRM in Q2 2014 and has held it in 44 quarters since. The position peaked at $1.95M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Rehmann Capital Advisory Group held 4,421 shares of Salesforce worth $825K as of Q1 2026.
- Rehmann Capital Advisory Group sold 257 Salesforce shares in Q1 2026, an estimated $53.2K.
- Salesforce made up 0.04% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #283 holding.
- Rehmann Capital Advisory Group first reported a position in Salesforce in Q2 2014 and has held it in 44 quarters since.
- Rehmann Capital Advisory Group's Salesforce position peaked at $1.95M in Q4 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.