Rosenblum Silverman Sutton’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 | $7.48M | Sell |
40,055
-929
| -2% | -$192K | 1.96% | 17 |
|
|
2025
Q4 | $10.9M | Sell |
40,984
-1,623
| -4% | -$403K | 2.51% | 16 |
|
|
2025
Q3 | $10.1M | Sell |
42,607
-550
| -1% | -$139K | 2.31% | 14 |
|
|
2025
Q2 | $11.8M | Sell |
43,157
-140
| -0.3% | -$37.4K | 2.85% | 10 |
|
|
2025
Q1 | $11.6M | Sell |
43,297
-40
| -0.1% | -$12.4K | 3.2% | 9 |
|
|
2024
Q4 | $14.5M | Sell |
43,337
-596
| -1% | -$190K | 3.64% | 9 |
|
|
2024
Q3 | $12M | Sell |
43,933
-40
| -0.1% | -$10.2K | 3.08% | 13 |
|
|
2024
Q2 | $11.3M | Sell |
43,973
-100
| -0.2% | -$26.8K | 3.03% | 12 |
|
|
2024
Q1 | $13.3M | Sell |
44,073
-591
| -1% | -$171K | 3.76% | 8 |
|
|
2023
Q4 | $11.8M | Sell |
44,664
-1,291
| -3% | -$292K | 3.74% | 8 |
|
|
2023
Q3 | $9.32M | Buy |
45,955
+33
| +0.1% | +$7.13K | 3.17% | 10 |
|
|
2023
Q2 | $9.7M | Sell |
45,922
-397
| -0.9% | -$81K | 3.2% | 11 |
|
|
2023
Q1 | $9.25M | Sell |
46,319
-8,335
| -15% | -$1.41M | 3.37% | 10 |
|
|
2022
Q4 | $7.25M | Sell |
54,654
-921
| -2% | -$134K | 2.64% | 14 |
|
|
2022
Q3 | $7.99M | Sell |
55,575
-1,907
| -3% | -$323K | 2.89% | 11 |
|
|
2022
Q2 | $9.49M | Buy |
57,482
+758
| +1% | +$134K | 3.08% | 10 |
|
|
2022
Q1 | $12M | Sell |
56,724
-301
| -0.5% | -$64.8K | 3.08% | 8 |
|
|
2021
Q4 | $14.5M | Sell |
57,025
-2,052
| -3% | -$577K | 3.26% | 10 |
|
|
2021
Q3 | $16M | Sell |
59,077
-594
| -1% | -$151K | 3.67% | 9 |
|
|
2021
Q2 | $14.6M | Buy |
59,671
+2,598
| +5% | +$599K | 3.28% | 11 |
|
|
2021
Q1 | $12.1M | Buy |
57,073
+202
| +0.4% | +$45K | 3.1% | 13 |
|
|
2020
Q4 | $12.7M | Buy |
56,871
+403
| +0.7% | +$98K | 3.3% | 12 |
|
|
2020
Q3 | $14.2M | Buy |
56,468
+2,075
| +4% | +$454K | 3.98% | 8 |
|
|
2020
Q2 | $10.2M | Buy |
54,393
+247
| +0.5% | +$41.6K | 3.27% | 12 |
|
|
2020
Q1 | $7.8M | Sell |
54,146
-992
| -2% | -$170K | 3.11% | 11 |
|
|
2019
Q4 | $8.97M | Sell |
55,138
-576
| -1% | -$90.3K | 3.27% | 10 |
|
|
2019
Q3 | $8.27M | Buy |
55,714
+969
| +2% | +$147K | 3.19% | 8 |
|
|
2019
Q2 | $8.31M | Sell |
54,745
-311
| -0.6% | -$48.7K | 3.15% | 9 |
|
|
2019
Q1 | $8.72M | Buy |
55,056
+12,481
| +29% | +$1.93M | 3.46% | 8 |
|
|
2018
Q4 | $728K | Sell |
42,575
-17,307
| -29% | -$2.38M | 0.33% | 50 |
|
|
2018
Q3 | $9.52M | Sell |
59,882
-2,540
| -4% | -$377K | 3.15% | 10 |
|
|
2018
Q2 | $8.51M | Sell |
62,422
-2,475
| -4% | -$316K | 2.95% | 10 |
|
|
2018
Q1 | $7.55M | Sell |
64,897
-1,255
| -2% | -$144K | 2.69% | 13 |
|
|
2017
Q4 | $6.76M | Buy |
66,152
+3,240
| +5% | +$330K | 2.43% | 14 |
|
|
2017
Q3 | $5.88M | Buy |
62,912
+2,300
| +4% | +$212K | 2.23% | 16 |
|
|
2017
Q2 | $5.25M | Buy |
60,612
+8,181
| +16% | +$712K | 2.1% | 17 |
|
|
2017
Q1 | $4.33M | Sell |
52,431
-152
| -0.3% | -$12.1K | 1.83% | 23 |
|
|
2016
Q4 | $3.6M | Buy |
52,583
+640
| +1% | +$46.4K | 1.7% | 26 |
|
|
2016
Q3 | $3.71M | Sell |
51,943
-2,550
| -5% | -$199K | 1.7% | 25 |
|
|
2016
Q2 | $4.33M | Buy |
+54,493
| New | +$4.28M | 2.08% | 21 |
|
|
2015
Q4 | $2.8M | Sell |
35,661
-4,560
| -11% | -$356K | 1.28% | 30 |
|
|
2015
Q3 | $2.79M | Sell |
40,221
-7,750
| -16% | -$549K | 1.33% | 30 |
|
|
2015
Q2 | $3.34M | Buy |
+47,971
| New | +$3.42M | 1.34% | 33 |
|
|
2014
Q4 | $4.07M | Sell |
68,676
-385
| -0.6% | -$22.7K | 1.75% | 22 |
|
|
2014
Q3 | $3.97M | Sell |
69,061
-2,150
| -3% | -$121K | 1.79% | 23 |
|
|
2014
Q2 | $4.14M | Sell |
71,211
-680
| -0.9% | -$36.7K | 1.93% | 20 |
|
|
2014
Q1 | $4.1M | Sell |
71,891
-400
| -0.6% | -$23.9K | 1.95% | 19 |
|
|
2013
Q4 | $3.99M | Sell |
72,291
-3,200
| -4% | -$171K | 1.89% | 19 |
|
|
2013
Q3 | $3.92M | Buy |
+75,491
| New | +$3.43M | 2.1% | 20 |
|
Other funds holding CRM
VCM
VPM
Rosenblum Silverman Sutton's CRM Position: Q1 2026 in Review
Rosenblum Silverman Sutton reduced its Salesforce (CRM) stake by 2.3% in Q1 2026, selling an estimated $192K and leaving 40,055 shares worth $7.48M. The position accounts for 1.96% of the portfolio, ranked #17.
Rosenblum Silverman Sutton first reported a position in CRM in Q3 2013 and has held it in 49 quarters since. The position peaked at $16M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Rosenblum Silverman Sutton held 40,055 shares of Salesforce worth $7.48M as of Q1 2026.
- Rosenblum Silverman Sutton sold 929 Salesforce shares in Q1 2026, an estimated $192K.
- Salesforce made up 1.96% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #17 holding.
- Rosenblum Silverman Sutton first reported a position in Salesforce in Q3 2013 and has held it in 49 quarters since.
- Rosenblum Silverman Sutton's Salesforce position peaked at $16M in Q3 2021.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.