Sandy Spring Bank’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.52M | Sell |
35,491
-339
| -0.9% | -$105K | 0.4% | 55 |
|
|
2024
Q4 | $12M | Sell |
35,830
-1,463
| -4% | -$467K | 0.49% | 49 |
|
|
2024
Q3 | $10.2M | Sell |
37,293
-2,165
| -5% | -$555K | 0.42% | 57 |
|
|
2024
Q2 | $10.1M | Buy |
39,458
+169
| +0.4% | +$45.2K | 0.45% | 54 |
|
|
2024
Q1 | $11.8M | Buy |
39,289
+423
| +1% | +$122K | 0.54% | 40 |
|
|
2023
Q4 | $10.2M | Sell |
38,866
-1,691
| -4% | -$383K | 0.51% | 44 |
|
|
2023
Q3 | $8.22M | Sell |
40,557
-1,900
| -4% | -$411K | 0.46% | 52 |
|
|
2023
Q2 | $8.97M | Sell |
42,457
-684
| -2% | -$140K | 0.48% | 51 |
|
|
2023
Q1 | $8.62M | Sell |
43,141
-1,984
| -4% | -$335K | 0.49% | 49 |
|
|
2022
Q4 | $5.98M | Sell |
45,125
-4,761
| -10% | -$695K | 0.36% | 67 |
|
|
2022
Q3 | $7.18M | Sell |
49,886
-527
| -1% | -$89.4K | 0.46% | 53 |
|
|
2022
Q2 | $8.32M | Sell |
50,413
-2,272
| -4% | -$401K | 0.5% | 49 |
|
|
2022
Q1 | $11.2M | Buy |
52,685
+2,371
| +5% | +$510K | 0.57% | 41 |
|
|
2021
Q4 | $12.8M | Buy |
50,314
+1,555
| +3% | +$437K | 0.61% | 38 |
|
|
2021
Q3 | $13.2M | Buy |
48,759
+556
| +1% | +$141K | 0.7% | 32 |
|
|
2021
Q2 | $11.8M | Buy |
48,203
+1,994
| +4% | +$460K | 0.62% | 33 |
|
|
2021
Q1 | $9.79M | Buy |
46,209
+2,090
| +5% | +$465K | 0.56% | 39 |
|
|
2020
Q4 | $9.82M | Buy |
44,119
+1,423
| +3% | +$346K | 0.6% | 36 |
|
|
2020
Q3 | $10.7M | Buy |
42,696
+568
| +1% | +$124K | 0.73% | 31 |
|
|
2020
Q2 | $7.89M | Sell |
42,128
-2,844
| -6% | -$479K | 0.59% | 43 |
|
|
2020
Q1 | $6.47M | Sell |
44,972
-405
| -0.9% | -$69.4K | 0.59% | 41 |
|
|
2019
Q4 | $7.38M | Sell |
45,377
-690
| -1% | -$108K | 0.54% | 49 |
|
|
2019
Q3 | $6.84M | Buy |
46,067
+749
| +2% | +$114K | 0.53% | 46 |
|
|
2019
Q2 | $6.88M | Buy |
45,318
+2,705
| +6% | +$424K | 0.55% | 39 |
|
|
2019
Q1 | $6.75M | Buy |
42,613
+858
| +2% | +$133K | 0.57% | 41 |
|
|
2018
Q4 | $5.72M | Buy |
41,755
+6,605
| +19% | +$909K | 0.55% | 46 |
|
|
2018
Q3 | $5.59M | Buy |
35,150
+3,421
| +11% | +$508K | 0.46% | 52 |
|
|
2018
Q2 | $4.33M | Buy |
31,729
+2,483
| +8% | +$317K | 0.38% | 71 |
|
|
2018
Q1 | $3.4M | Buy |
29,246
+1,864
| +7% | +$214K | 0.3% | 88 |
|
|
2017
Q4 | $2.8M | Buy |
27,382
+470
| +2% | +$47.9K | 0.26% | 105 |
|
|
2017
Q3 | $2.51M | Buy |
26,912
+400
| +2% | +$36.8K | 0.24% | 115 |
|
|
2017
Q2 | $2.3M | Buy |
26,512
+1,640
| +7% | +$143K | 0.23% | 123 |
|
|
2017
Q1 | $2.05M | Buy |
24,872
+1,845
| +8% | +$147K | 0.2% | 138 |
|
|
2016
Q4 | $1.58M | Buy |
23,027
+2,538
| +12% | +$184K | 0.16% | 160 |
|
|
2016
Q3 | $1.46M | Buy |
20,489
+9,530
| +87% | +$743K | 0.16% | 159 |
|
|
2016
Q2 | $870K | Buy |
10,959
+2,890
| +36% | +$227K | 0.1% | 185 |
|
|
2016
Q1 | $596K | Buy |
8,069
+7,515
| +1,356% | +$518K | 0.07% | 204 |
|
|
2015
Q4 | $43K | Hold |
554
| – | – | 0.01% | 445 |
|
|
2015
Q3 | $39K | Hold |
554
| – | – | ﹤0.01% | 463 |
|
|
2015
Q2 | $39K | Buy |
554
+66
| +14% | +$4.7K | ﹤0.01% | 488 |
|
|
2015
Q1 | $33K | Hold |
488
| – | – | ﹤0.01% | 506 |
|
|
2014
Q4 | $29K | Hold |
488
| – | – | ﹤0.01% | 473 |
|
|
2014
Q3 | $28K | Sell |
488
-250
| -34% | -$14.1K | ﹤0.01% | 483 |
|
|
2014
Q2 | $43K | Hold |
738
| – | – | 0.01% | 438 |
|
|
2014
Q1 | $42K | Buy |
738
+250
| +51% | +$14.9K | 0.01% | 393 |
|
|
2013
Q4 | $27K | Hold |
488
| – | – | ﹤0.01% | 435 |
|
|
2013
Q3 | $25K | Buy |
+488
| New | +$22.2K | ﹤0.01% | 435 |
|
Other funds holding CRM
Sandy Spring Bank's CRM Position: Q1 2025 in Review
Sandy Spring Bank reduced its Salesforce (CRM) stake by 0.95% in Q1 2025, selling an estimated $105K and leaving 35,491 shares worth $9.52M. The position accounts for 0.4% of the portfolio, ranked #55.
Sandy Spring Bank first reported a position in CRM in Q3 2013 and has held it in 47 quarters since. The position peaked at $13.2M in Q3 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.
- Sandy Spring Bank held 35,491 shares of Salesforce worth $9.52M as of Q1 2025.
- Sandy Spring Bank sold 339 Salesforce shares in Q1 2025, an estimated $105K.
- Salesforce made up 0.4% of Sandy Spring Bank's portfolio in Q1 2025, its #55 holding.
- Sandy Spring Bank first reported a position in Salesforce in Q3 2013 and has held it in 47 quarters since.
- Sandy Spring Bank's Salesforce position peaked at $13.2M in Q3 2021.
- 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.
Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.