RiverGlades Family Offices’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 | – | Sell |
-1,525
| Closed | -$285K | – | 111 |
|
|
2026
Q1 | $285K | Buy |
+1,525
| New | +$316K | 0.17% | 74 |
|
|
2025
Q3 | $361K | Hold |
1,525
| – | – | 0.22% | 63 |
|
|
2025
Q2 | $416K | Hold |
1,525
| – | – | 0.27% | 57 |
|
|
2025
Q1 | $409K | Hold |
1,525
| – | – | 0.29% | 54 |
|
|
2024
Q4 | $510K | Hold |
1,525
| – | – | 0.36% | 45 |
|
|
2024
Q3 | $417K | Hold |
1,525
| – | – | 0.3% | 53 |
|
|
2024
Q2 | $392K | Hold |
1,525
| – | – | 0.3% | 52 |
|
|
2024
Q1 | $420K | Hold |
1,525
| – | – | 0.33% | 49 |
|
|
2023
Q4 | $438K | Hold |
1,525
| – | – | 0.35% | 45 |
|
|
2023
Q3 | $309K | Hold |
1,525
| – | – | 0.27% | 54 |
|
|
2023
Q2 | $322K | Hold |
1,525
| – | – | 0.29% | 52 |
|
|
2023
Q1 | $305K | Sell |
1,525
-1,600
| -51% | -$270K | 0.28% | 54 |
|
|
2022
Q4 | $414K | Buy |
+3,125
| New | +$456K | 0.38% | 46 |
|
|
2022
Q2 | $516K | Hold |
3,125
| – | – | 0.48% | 38 |
|
|
2022
Q1 | $664K | Hold |
3,125
| – | – | 0.5% | 39 |
|
|
2021
Q4 | $794K | Hold |
3,125
| – | – | 0.58% | 34 |
|
|
2021
Q3 | $848K | Hold |
3,125
| – | – | 0.66% | 32 |
|
|
2021
Q2 | $763K | Hold |
3,125
| – | – | 0.59% | 34 |
|
|
2021
Q1 | $662K | Sell |
3,125
-205
| -6% | -$45.6K | 0.54% | 34 |
|
|
2020
Q4 | $741K | Buy |
3,330
+45
| +1% | +$10.9K | 0.63% | 34 |
|
|
2020
Q3 | $826K | Buy |
3,285
+25
| +0.8% | +$5.47K | 0.79% | 33 |
|
|
2020
Q2 | $611K | Sell |
3,260
-25
| -0.8% | -$4.21K | 0.63% | 34 |
|
|
2020
Q1 | $473K | Buy |
3,285
+40
| +1% | +$6.86K | 0.5% | 37 |
|
|
2019
Q4 | $528K | Hold |
3,245
| – | – | 0.46% | 39 |
|
|
2019
Q3 | $482K | Hold |
3,245
| – | – | 0.43% | 40 |
|
|
2019
Q2 | $492K | Buy |
3,245
+20
| +0.6% | +$3.13K | 0.44% | 40 |
|
|
2019
Q1 | $511K | Buy |
+3,225
| New | +$500K | 0.46% | 39 |
|
|
2018
Q4 | – | Sell |
-4,075
| Closed | -$648K | – | 50 |
|
|
2018
Q3 | $648K | Hold |
4,075
| – | – | 0.55% | 37 |
|
|
2018
Q2 | $556K | Hold |
4,075
| – | – | 0.48% | 36 |
|
|
2018
Q1 | $474K | Sell |
4,075
-1,000
| -20% | -$115K | 0.38% | 45 |
|
|
2017
Q4 | $519K | Buy |
+5,075
| New | +$517K | 0.43% | 38 |
|
Other funds holding CRM
RiverGlades Family Offices's CRM Position: Q2 2026 in Review
RiverGlades Family Offices sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,525 shares — an estimated $285K sold.
RiverGlades Family Offices first reported a position in CRM in Q4 2017 and held it in 31 quarters. The position peaked at $848K in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- RiverGlades Family Offices reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
- RiverGlades Family Offices sold 1,525 Salesforce shares in Q2 2026, an estimated $285K.
- RiverGlades Family Offices first reported a position in Salesforce in Q4 2017 and held it in 31 quarters.
- RiverGlades Family Offices's Salesforce position peaked at $848K in Q3 2021.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.