Shelton Capital Management’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 | $10M | Sell |
63,998
-745
| -1% | -$131K | 0.19% | 106 |
|
|
2026
Q1 | $12.1M | Buy |
64,743
+8,544
| +15% | +$1.77M | 0.26% | 87 |
|
|
2025
Q4 | $14.9M | Buy |
56,199
+11,700
| +26% | +$2.91M | 0.29% | 84 |
|
|
2025
Q3 | $10.5M | Sell |
44,499
-556
| -1% | -$140K | 0.23% | 104 |
|
|
2025
Q2 | $12.3M | Buy |
45,055
+7,805
| +21% | +$2.09M | 0.28% | 94 |
|
|
2025
Q1 | $10M | Sell |
37,250
-7,324
| -16% | -$2.28M | 0.24% | 108 |
|
|
2024
Q4 | $14.9M | Buy |
44,574
+7,598
| +21% | +$2.42M | 0.37% | 57 |
|
|
2024
Q3 | $10.1M | Sell |
36,976
-581
| -2% | -$149K | 0.26% | 93 |
|
|
2024
Q2 | $9.66M | Buy |
37,557
+200
| +0.5% | +$53.5K | 0.26% | 90 |
|
|
2024
Q1 | $11.3M | Buy |
37,357
+15,700
| +72% | +$4.53M | 0.32% | 75 |
|
|
2023
Q4 | $5.7M | Buy |
21,657
+5,256
| +32% | +$1.19M | 0.18% | 137 |
|
|
2023
Q3 | $3.33M | Sell |
16,401
-2,900
| -15% | -$627K | 0.12% | 193 |
|
|
2023
Q2 | $4.08M | Sell |
19,301
-3,208
| -14% | -$655K | 0.15% | 149 |
|
|
2023
Q1 | $4.5M | Sell |
22,509
-1,391
| -6% | -$235K | 0.19% | 119 |
|
|
2022
Q4 | $3.17M | Sell |
23,900
-15,201
| -39% | -$2.22M | 0.33% | 99 |
|
|
2022
Q3 | $5.62M | Buy |
39,101
+13,600
| +53% | +$2.31M | 0.27% | 93 |
|
|
2022
Q2 | $4.21M | Buy |
25,501
+5,900
| +30% | +$1.04M | 0.19% | 121 |
|
|
2022
Q1 | $4.16M | Buy |
19,601
+254
| +1% | +$54.7K | 0.15% | 149 |
|
|
2021
Q4 | $4.92M | Buy |
19,347
+50
| +0.3% | +$14K | 0.17% | 130 |
|
|
2021
Q3 | $5.23M | Buy |
19,297
+3,700
| +24% | +$940K | 0.2% | 110 |
|
|
2021
Q2 | $3.81M | Hold |
15,597
| – | – | 0.14% | 159 |
|
|
2021
Q1 | $3.31M | Buy |
15,597
+8,388
| +116% | +$1.87M | 0.12% | 172 |
|
|
2020
Q4 | $1.6M | Buy |
7,209
+208
| +3% | +$50.6K | 0.07% | 225 |
|
|
2020
Q3 | $1.76M | Hold |
7,001
| – | – | 0.07% | 275 |
|
|
2020
Q2 | $1.31M | Sell |
7,001
-292
| -4% | -$49.2K | 0.07% | 223 |
|
|
2020
Q1 | $1.05M | Buy |
7,293
+300
| +4% | +$51.4K | 0.08% | 217 |
|
|
2019
Q4 | $1.14M | Sell |
6,993
-2,675
| -28% | -$419K | 0.06% | 227 |
|
|
2019
Q3 | $1.44M | Hold |
9,668
| – | – | 0.08% | 195 |
|
|
2019
Q2 | $1.47M | Buy |
9,668
+8,603
| +808% | +$1.35M | 0.08% | 201 |
|
|
2019
Q1 | $6.72K | Sell |
1,065
-4,159
| -80% | -$645K | 0.03% | 509 |
|
|
2018
Q4 | $716K | Hold |
5,224
| – | – | 0.05% | 251 |
|
|
2018
Q3 | $831K | Hold |
5,224
| – | – | 0.05% | 258 |
|
|
2018
Q2 | $713K | Sell |
5,224
-500
| -9% | -$63.8K | 0.04% | 273 |
|
|
2018
Q1 | $666K | Hold |
5,724
| – | – | 0.04% | 289 |
|
|
2017
Q4 | $585K | Hold |
5,724
| – | – | 0.04% | 334 |
|
|
2017
Q3 | $535K | Sell |
5,724
-200
| -3% | -$18.4K | 0.04% | 344 |
|
|
2017
Q2 | $513K | Buy |
5,924
+200
| +3% | +$17.4K | 0.04% | 361 |
|
|
2017
Q1 | $472K | Sell |
5,724
-636
| -10% | -$50.8K | 0.03% | 394 |
|
|
2016
Q4 | $435K | Sell |
6,360
-5,600
| -47% | -$406K | 0.03% | 425 |
|
|
2016
Q3 | $853K | Buy |
11,960
+1,800
| +18% | +$140K | 0.07% | 235 |
|
|
2016
Q2 | $807K | Buy |
10,160
+4,700
| +86% | +$369K | 0.07% | 242 |
|
|
2016
Q1 | $403K | Buy |
5,460
+1,000
| +22% | +$68.9K | 0.04% | 441 |
|
|
2015
Q4 | $350K | Hold |
4,460
| – | – | 0.03% | 477 |
|
|
2015
Q3 | $310K | Hold |
4,460
| – | – | 0.03% | 519 |
|
|
2015
Q2 | $311K | Buy |
4,460
+700
| +19% | +$49.8K | 0.03% | 564 |
|
|
2015
Q1 | $251K | Hold |
3,760
| – | – | 0.03% | 681 |
|
|
2014
Q4 | $223K | Buy |
+3,760
| New | +$222K | 0.03% | 713 |
|
|
2014
Q3 | – | Sell |
-3,760
| Closed | -$218K | – | 764 |
|
|
2014
Q2 | $218K | Hold |
3,760
| – | – | 0.03% | 714 |
|
|
2014
Q1 | $215K | Hold |
3,760
| – | – | 0.03% | 686 |
|
|
2013
Q4 | $208K | Buy |
+3,760
| New | +$201K | 0.03% | 691 |
|
Other funds holding CRM
Shelton Capital Management's CRM Position: Q2 2026 in Review
Shelton Capital Management reduced its Salesforce (CRM) stake by 1.2% in Q2 2026, selling an estimated $131K and leaving 63,998 shares worth $10M. The position accounts for 0.19% of the portfolio, ranked #106.
Shelton Capital Management first reported a position in CRM in Q4 2013 and has held it in 50 quarters since. The position peaked at $14.9M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Shelton Capital Management held 63,998 shares of Salesforce worth $10M as of Q2 2026.
- Shelton Capital Management sold 745 Salesforce shares in Q2 2026, an estimated $131K.
- Salesforce made up 0.19% of Shelton Capital Management's portfolio in Q2 2026, its #106 holding.
- Shelton Capital Management first reported a position in Salesforce in Q4 2013 and has held it in 50 quarters since.
- Shelton Capital Management's Salesforce position peaked at $14.9M in Q4 2024.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.