Runnymede Capital 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
Sell
-2,030
Closed -$379K 79
2026
Q1
$379K Sell
2,030
-3,753
-65% -$778K 0.33% 50
2025
Q4
$1.53M Buy
5,783
+3,753
+185% +$933K 0.88% 33
2025
Q3
$481K Sell
2,030
-500
-20% -$126K 0.4% 42
2025
Q2
$690K Hold
2,530
0.64% 30
2025
Q1
$679K Sell
2,530
-26
-1% -$8.09K 0.65% 31
2024
Q4
$855K Buy
+2,556
New +$816K 0.75% 26

Other funds holding CRM

Runnymede Capital Advisors's CRM Position: Q2 2026 in Review

Runnymede Capital Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,030 shares — an estimated $379K sold.

Runnymede Capital Advisors first reported a position in CRM in Q4 2024 and held it in 6 quarters. The position peaked at $1.53M in Q4 2025. 975 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Runnymede Capital Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Runnymede Capital Advisors sold 2,030 Salesforce shares in Q2 2026, an estimated $379K.
  • Runnymede Capital Advisors first reported a position in Salesforce in Q4 2024 and held it in 6 quarters.
  • Runnymede Capital Advisors's Salesforce position peaked at $1.53M in Q4 2025.
  • 975 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Runnymede Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.