Sand Hill Global 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 | $4.19M | Sell |
26,752
-335
| -1% | -$58.9K | 0.13% | 83 |
|
|
2026
Q1 | $5.06M | Sell |
27,087
-2,482
| -8% | -$514K | 0.17% | 71 |
|
|
2025
Q4 | $7.83M | Sell |
29,569
-245
| -0.8% | -$60.9K | 0.27% | 53 |
|
|
2025
Q3 | $7.07M | Sell |
29,814
-346
| -1% | -$87.3K | 0.25% | 59 |
|
|
2025
Q2 | $8.22M | Buy |
30,160
+459
| +2% | +$123K | 0.31% | 53 |
|
|
2025
Q1 | $7.97M | Sell |
29,701
-9,303
| -24% | -$2.89M | 0.33% | 48 |
|
|
2024
Q4 | $13M | Sell |
39,004
-1,191
| -3% | -$380K | 0.55% | 28 |
|
|
2024
Q3 | $11M | Buy |
40,195
+244
| +0.6% | +$62.5K | 0.46% | 32 |
|
|
2024
Q2 | $10.3M | Buy |
39,951
+3,162
| +9% | +$846K | 0.47% | 32 |
|
|
2024
Q1 | $11.1M | Sell |
36,789
-1,938
| -5% | -$559K | 0.53% | 31 |
|
|
2023
Q4 | $10.2M | Sell |
38,727
-547
| -1% | -$124K | 0.49% | 33 |
|
|
2023
Q3 | $7.96M | Sell |
39,274
-795
| -2% | -$172K | 0.44% | 35 |
|
|
2023
Q2 | $8.46M | Sell |
40,069
-837
| -2% | -$171K | 0.42% | 35 |
|
|
2023
Q1 | $8.17M | Sell |
40,906
-494
| -1% | -$83.4K | 0.44% | 36 |
|
|
2022
Q4 | $5.49M | Sell |
41,400
-534
| -1% | -$77.9K | 0.31% | 57 |
|
|
2022
Q3 | $6.03M | Sell |
41,934
-72
| -0.2% | -$12.2K | 0.38% | 42 |
|
|
2022
Q2 | $6.93M | Buy |
42,006
+1,799
| +4% | +$318K | 0.39% | 41 |
|
|
2022
Q1 | $8.54M | Buy |
40,207
+1,070
| +3% | +$230K | 0.47% | 31 |
|
|
2021
Q4 | $9.95M | Sell |
39,137
-331
| -0.8% | -$93K | 0.56% | 27 |
|
|
2021
Q3 | $10.7M | Sell |
39,468
-732
| -2% | -$186K | 0.65% | 24 |
|
|
2021
Q2 | $9.82M | Buy |
40,200
+1,878
| +5% | +$433K | 0.6% | 24 |
|
|
2021
Q1 | $8.12M | Sell |
38,322
-1,602
| -4% | -$357K | 0.53% | 28 |
|
|
2020
Q4 | $8.88M | Sell |
39,924
-766
| -2% | -$186K | 0.59% | 24 |
|
|
2020
Q3 | $10.2M | Sell |
40,690
-1,020
| -2% | -$223K | 0.78% | 19 |
|
|
2020
Q2 | $7.81M | Sell |
41,710
-415
| -1% | -$69.9K | 0.62% | 22 |
|
|
2020
Q1 | $6.07M | Buy |
42,125
+2,182
| +5% | +$374K | 0.58% | 25 |
|
|
2019
Q4 | $6.5M | Sell |
39,943
-903
| -2% | -$142K | 0.59% | 30 |
|
|
2019
Q3 | $6.06M | Sell |
40,846
-1,060
| -3% | -$161K | 0.57% | 29 |
|
|
2019
Q2 | $6.36M | Sell |
41,906
-1,198
| -3% | -$188K | 0.65% | 24 |
|
|
2019
Q1 | $6.83M | Sell |
43,104
-1,461
| -3% | -$226K | 0.7% | 21 |
|
|
2018
Q4 | $6.1M | Sell |
44,565
-459
| -1% | -$63.1K | 0.66% | 28 |
|
|
2018
Q3 | $7.16M | Sell |
45,024
-2,184
| -5% | -$324K | 0.68% | 24 |
|
|
2018
Q2 | $6.44M | Buy |
47,208
+42,141
| +832% | +$5.38M | 0.64% | 24 |
|
|
2018
Q1 | $589K | Sell |
5,067
-44,651
| -90% | -$5.13M | 0.57% | 35 |
|
|
2017
Q4 | $5.08M | Sell |
49,718
-2,842
| -5% | -$290K | 0.51% | 38 |
|
|
2017
Q3 | $4.91M | Buy |
52,560
+1,186
| +2% | +$109K | 0.52% | 37 |
|
|
2017
Q2 | $4.45M | Buy |
51,374
+23
| +0% | +$2K | 0.51% | 42 |
|
|
2017
Q1 | $4.24M | Buy |
51,351
+1,048
| +2% | +$83.7K | 0.55% | 37 |
|
|
2016
Q4 | $3.44M | Buy |
+50,303
| New | +$3.65M | 0.47% | 41 |
|
Other funds holding CRM
Sand Hill Global Advisors's CRM Position: Q2 2026 in Review
Sand Hill Global Advisors reduced its Salesforce (CRM) stake by 1.2% in Q2 2026, selling an estimated $58.9K and leaving 26,752 shares worth $4.19M. The position accounts for 0.13% of the portfolio, ranked #83.
Sand Hill Global Advisors first reported a position in CRM in Q4 2016 and has held it in 39 quarters since. The position peaked at $13M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Sand Hill Global Advisors held 26,752 shares of Salesforce worth $4.19M as of Q2 2026.
- Sand Hill Global Advisors sold 335 Salesforce shares in Q2 2026, an estimated $58.9K.
- Salesforce made up 0.13% of Sand Hill Global Advisors's portfolio in Q2 2026, its #83 holding.
- Sand Hill Global Advisors first reported a position in Salesforce in Q4 2016 and has held it in 39 quarters since.
- Sand Hill Global Advisors's Salesforce position peaked at $13M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.