Roundview Capital’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 | $1.94M | Sell |
10,417
-766
| -7% | -$159K | 0.12% | 153 |
|
|
2025
Q4 | $2.96M | Buy |
11,183
+67
| +0.6% | +$16.6K | 0.18% | 119 |
|
|
2025
Q3 | $2.63M | Sell |
11,116
-230
| -2% | -$58K | 0.17% | 125 |
|
|
2025
Q2 | $3.09M | Buy |
11,346
+589
| +5% | +$157K | 0.21% | 112 |
|
|
2025
Q1 | $2.89M | Sell |
10,757
-337
| -3% | -$105K | 0.21% | 111 |
|
|
2024
Q4 | $3.71M | Buy |
11,094
+380
| +4% | +$121K | 0.26% | 87 |
|
|
2024
Q3 | $2.93M | Buy |
10,714
+16
| +0.1% | +$4.1K | 0.21% | 104 |
|
|
2024
Q2 | $2.75M | Sell |
10,698
-1,389
| -11% | -$372K | 0.22% | 104 |
|
|
2024
Q1 | $3.64M | Sell |
12,087
-8
| -0.1% | -$2.31K | 0.3% | 76 |
|
|
2023
Q4 | $3.18M | Sell |
12,095
-1,934
| -14% | -$438K | 0.29% | 76 |
|
|
2023
Q3 | $2.84M | Sell |
14,029
-627
| -4% | -$135K | 0.29% | 86 |
|
|
2023
Q2 | $3.1M | Buy |
14,656
+402
| +3% | +$82.1K | 0.3% | 87 |
|
|
2023
Q1 | $2.85M | Sell |
14,254
-3,192
| -18% | -$539K | 0.3% | 85 |
|
|
2022
Q4 | $2.31M | Sell |
17,446
-5,753
| -25% | -$839K | 0.26% | 99 |
|
|
2022
Q3 | $3.34M | Buy |
23,199
+1,826
| +9% | +$310K | 0.42% | 63 |
|
|
2022
Q2 | $3.53M | Sell |
21,373
-2,664
| -11% | -$471K | 0.42% | 63 |
|
|
2022
Q1 | $5.1M | Buy |
24,037
+3,809
| +19% | +$820K | 0.52% | 49 |
|
|
2021
Q4 | $5.14M | Buy |
20,228
+752
| +4% | +$211K | 0.51% | 43 |
|
|
2021
Q3 | $5.28M | Buy |
19,476
+2,344
| +14% | +$595K | 0.58% | 39 |
|
|
2021
Q2 | $4.18M | Buy |
17,132
+984
| +6% | +$227K | 0.47% | 53 |
|
|
2021
Q1 | $3.42M | Buy |
16,148
+5,213
| +48% | +$1.16M | 0.43% | 65 |
|
|
2020
Q4 | $2.43M | Sell |
10,935
-1,120
| -9% | -$272K | 0.33% | 79 |
|
|
2020
Q3 | $3.03M | Sell |
12,055
-3,015
| -20% | -$660K | 0.48% | 53 |
|
|
2020
Q2 | $2.82M | Sell |
15,070
-1,972
| -12% | -$332K | 0.48% | 50 |
|
|
2020
Q1 | $2.45M | Buy |
17,042
+261
| +2% | +$44.7K | 0.52% | 47 |
|
|
2019
Q4 | $2.73M | Buy |
16,781
+25
| +0.1% | +$3.92K | 0.52% | 51 |
|
|
2019
Q3 | $2.49M | Buy |
16,756
+14,385
| +607% | +$2.19M | 0.54% | 58 |
|
|
2019
Q2 | $360K | Buy |
2,371
+65
| +3% | +$10.2K | 0.08% | 185 |
|
|
2019
Q1 | $365K | Buy |
+2,306
| New | +$357K | 0.09% | 179 |
|
|
2018
Q3 | – | Sell |
-2,120
| Closed | -$289K | – | 218 |
|
|
2018
Q2 | $289K | Buy |
+2,120
| New | +$270K | 0.08% | 196 |
|
Other funds holding CRM
VCM
VPM
Roundview Capital's CRM Position: Q1 2026 in Review
Roundview Capital reduced its Salesforce (CRM) stake by 6.8% in Q1 2026, selling an estimated $159K and leaving 10,417 shares worth $1.94M. The position accounts for 0.12% of the portfolio, ranked #153.
Roundview Capital first reported a position in CRM in Q2 2018 and has held it in 30 quarters since. The position peaked at $5.28M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Roundview Capital held 10,417 shares of Salesforce worth $1.94M as of Q1 2026.
- Roundview Capital sold 766 Salesforce shares in Q1 2026, an estimated $159K.
- Salesforce made up 0.12% of Roundview Capital's portfolio in Q1 2026, its #153 holding.
- Roundview Capital first reported a position in Salesforce in Q2 2018 and has held it in 30 quarters since.
- Roundview Capital's Salesforce position peaked at $5.28M in Q3 2021.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.