Sheaff Brock Investment Advisors’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 | $6.67M | Buy |
24,866
+1,387
| +6% | +$431K | 0.61% | 54 |
|
|
2024
Q4 | $7.85M | Sell |
23,479
-2,704
| -10% | -$863K | 0.68% | 39 |
|
|
2024
Q3 | $7.17M | Buy |
26,183
+615
| +2% | +$158K | 0.63% | 43 |
|
|
2024
Q2 | $6.57M | Buy |
25,568
+10,825
| +73% | +$2.9M | 0.61% | 42 |
|
|
2024
Q1 | $4.44M | Sell |
14,743
-19,370
| -57% | -$5.59M | 0.28% | 60 |
|
|
2023
Q4 | $8.98M | Buy |
34,113
+18,925
| +125% | +$4.28M | 0.69% | 29 |
|
|
2023
Q3 | $3.08M | Sell |
15,188
-66
| -0.4% | -$14.3K | 0.28% | 76 |
|
|
2023
Q2 | $3.22M | Sell |
15,254
-402
| -3% | -$82.1K | 0.27% | 74 |
|
|
2023
Q1 | $3.13M | Buy |
15,656
+8,050
| +106% | +$1.36M | 0.29% | 75 |
|
|
2022
Q4 | $1.01M | Buy |
7,606
+419
| +6% | +$61.1K | 0.1% | 169 |
|
|
2022
Q3 | $1.03M | Buy |
7,187
+295
| +4% | +$50K | 0.11% | 148 |
|
|
2022
Q2 | $1.14M | Sell |
6,892
-90
| -1% | -$15.9K | 0.09% | 139 |
|
|
2022
Q1 | $1.48M | Sell |
6,982
-483
| -6% | -$104K | 0.1% | 130 |
|
|
2021
Q4 | $1.9M | Sell |
7,465
-462
| -6% | -$130K | 0.13% | 111 |
|
|
2021
Q3 | $2.15M | Buy |
7,927
+1,680
| +27% | +$427K | 0.16% | 97 |
|
|
2021
Q2 | $1.53M | Sell |
6,247
-1,018
| -14% | -$235K | 0.11% | 117 |
|
|
2021
Q1 | $1.54M | Buy |
7,265
+1,460
| +25% | +$325K | 0.12% | 110 |
|
|
2020
Q4 | $1.29M | Buy |
5,805
+716
| +14% | +$174K | 0.11% | 121 |
|
|
2020
Q3 | $1.28M | Buy |
5,089
+965
| +23% | +$211K | 0.12% | 114 |
|
|
2020
Q2 | $773K | Sell |
4,124
-376
| -8% | -$63.4K | 0.08% | 162 |
|
|
2020
Q1 | $648K | Buy |
4,500
+150
| +3% | +$25.7K | 0.09% | 150 |
|
|
2019
Q4 | $707K | Buy |
4,350
+208
| +5% | +$32.6K | 0.07% | 193 |
|
|
2019
Q3 | $615K | Buy |
4,142
+426
| +11% | +$64.7K | 0.07% | 208 |
|
|
2019
Q2 | $564K | Buy |
3,716
+32
| +0.9% | +$5.01K | 0.06% | 224 |
|
|
2019
Q1 | $583K | Buy |
3,684
+500
| +16% | +$77.5K | 0.07% | 229 |
|
|
2018
Q4 | $436K | Sell |
3,184
-575
| -15% | -$79.1K | 0.07% | 251 |
|
|
2018
Q3 | $598K | Buy |
3,759
+72
| +2% | +$10.7K | 0.06% | 235 |
|
|
2018
Q2 | $503K | Buy |
3,687
+894
| +32% | +$114K | 0.05% | 257 |
|
|
2018
Q1 | $325K | Sell |
2,793
-33
| -1% | -$3.79K | 0.03% | 340 |
|
|
2017
Q4 | $289K | Buy |
2,826
+540
| +24% | +$55K | 0.04% | 359 |
|
|
2017
Q3 | $214K | Buy |
+2,286
| New | +$210K | 0.03% | 463 |
|
|
2016
Q1 | – | Sell |
-2,818
| Closed | -$221K | – | 642 |
|
|
2015
Q4 | $221K | Buy |
+2,818
| New | +$220K | 0.03% | 482 |
|
Other funds holding CRM
Sheaff Brock Investment Advisors's CRM Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its Salesforce (CRM) stake by 5.9% in Q1 2025, buying an estimated $431K and bringing the position to 24,866 shares worth $6.67M. The position accounts for 0.61% of the portfolio, ranked #54.
Sheaff Brock Investment Advisors first reported a position in CRM in Q4 2015 and has held it in 32 quarters since. The position peaked at $8.98M in Q4 2023. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.
- Sheaff Brock Investment Advisors held 24,866 shares of Salesforce worth $6.67M as of Q1 2025.
- Sheaff Brock Investment Advisors bought 1,387 Salesforce shares in Q1 2025, an estimated $431K.
- Salesforce made up 0.61% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #54 holding.
- Sheaff Brock Investment Advisors first reported a position in Salesforce in Q4 2015 and has held it in 32 quarters since.
- Sheaff Brock Investment Advisors's Salesforce position peaked at $8.98M in Q4 2023.
- 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.