Saturna 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
Q2 | $752K | Sell |
4,799
-244
| -5% | -$42.9K | 0.01% | 100 |
|
|
2026
Q1 | $941K | Sell |
5,043
-643
| -11% | -$133K | 0.01% | 94 |
|
|
2025
Q4 | $1.51M | Sell |
5,686
-700
| -11% | -$174K | 0.02% | 85 |
|
|
2025
Q3 | $1.51M | Sell |
6,386
-375
| -6% | -$94.6K | 0.02% | 88 |
|
|
2025
Q2 | $1.84M | Sell |
6,761
-180
| -3% | -$48.1K | 0.02% | 83 |
|
|
2025
Q1 | $1.86M | Buy |
6,941
+63
| +0.9% | +$19.6K | 0.03% | 81 |
|
|
2024
Q4 | $2.3M | Buy |
6,878
+131
| +2% | +$41.8K | 0.03% | 73 |
|
|
2024
Q3 | $1.85M | Buy |
6,747
+200
| +3% | +$51.2K | 0.02% | 83 |
|
|
2024
Q2 | $1.68M | Buy |
6,547
+197
| +3% | +$52.7K | 0.02% | 90 |
|
|
2024
Q1 | $1.91M | Buy |
6,350
+244
| +4% | +$70.4K | 0.03% | 89 |
|
|
2023
Q4 | $1.61M | Buy |
6,106
+136
| +2% | +$30.8K | 0.03% | 95 |
|
|
2023
Q3 | $1.21M | Sell |
5,970
-50
| -0.8% | -$10.8K | 0.02% | 102 |
|
|
2023
Q2 | $1.27M | Buy |
6,020
+980
| +19% | +$200K | 0.02% | 100 |
|
|
2023
Q1 | $1.01M | Buy |
5,040
+595
| +13% | +$101K | 0.02% | 106 |
|
|
2022
Q4 | $589K | Sell |
4,445
-57
| -1% | -$8.32K | 0.01% | 119 |
|
|
2022
Q3 | $648K | Buy |
4,502
+70
| +2% | +$11.9K | 0.02% | 116 |
|
|
2022
Q2 | $731K | Sell |
4,432
-212
| -5% | -$37.5K | 0.02% | 112 |
|
|
2022
Q1 | $986K | Buy |
4,644
+2,080
| +81% | +$448K | 0.02% | 103 |
|
|
2021
Q4 | $652K | Buy |
2,564
+281
| +12% | +$79K | 0.01% | 118 |
|
|
2021
Q3 | $619K | Buy |
2,283
+10
| +0.4% | +$2.54K | 0.01% | 120 |
|
|
2021
Q2 | $555K | Buy |
2,273
+390
| +21% | +$89.9K | 0.01% | 129 |
|
|
2021
Q1 | $399K | Buy |
1,883
+140
| +8% | +$31.2K | 0.01% | 135 |
|
|
2020
Q4 | $388K | Hold |
1,743
| – | – | 0.01% | 142 |
|
|
2020
Q3 | $438K | Sell |
1,743
-134
| -7% | -$29.3K | 0.01% | 130 |
|
|
2020
Q2 | $352K | Hold |
1,877
| – | – | 0.01% | 139 |
|
|
2020
Q1 | $270K | Buy |
1,877
+30
| +2% | +$5.14K | 0.01% | 148 |
|
|
2019
Q4 | $300K | Hold |
1,847
| – | – | 0.01% | 163 |
|
|
2019
Q3 | $274K | Buy |
+1,847
| New | +$281K | 0.01% | 162 |
|
|
2016
Q1 | – | Sell |
-1,763
| Closed | -$138K | – | 199 |
|
|
2015
Q4 | $138K | Buy |
1,763
+953
| +118% | +$74.4K | ﹤0.01% | 192 |
|
|
2015
Q3 | $56K | Hold |
810
| – | – | ﹤0.01% | 273 |
|
|
2015
Q2 | $56K | Hold |
810
| – | – | ﹤0.01% | 279 |
|
|
2015
Q1 | $54K | Hold |
810
| – | – | ﹤0.01% | 273 |
|
|
2014
Q4 | $48K | Buy |
+810
| New | +$47.8K | ﹤0.01% | 283 |
|
Other funds holding CRM
Saturna Capital's CRM Position: Q2 2026 in Review
Saturna Capital reduced its Salesforce (CRM) stake by 4.8% in Q2 2026, selling an estimated $42.9K and leaving 4,799 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #100.
Saturna Capital first reported a position in CRM in Q4 2014 and has held it in 33 quarters since. The position peaked at $2.3M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Saturna Capital held 4,799 shares of Salesforce worth $752K as of Q2 2026.
- Saturna Capital sold 244 Salesforce shares in Q2 2026, an estimated $42.9K.
- Salesforce made up 0.01% of Saturna Capital's portfolio in Q2 2026, its #100 holding.
- Saturna Capital first reported a position in Salesforce in Q4 2014 and has held it in 33 quarters since.
- Saturna Capital's Salesforce position peaked at $2.3M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Saturna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.