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Sigma Planning Corp’s Salesforce CRM Stock Holding History

Sigma Planning Corp’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.24M Sell
17,374
-6,346
-27% -$1.31M 0.09% 242
2025
Q4 		$6.37M Sell
23,720
-681
-3% -$169K 0.18% 104
2025
Q3 		$5.78M Buy
24,401
+387
+2% +$97.6K 0.16% 118
2025
Q2 		$6.55M Buy
24,014
+1,141
+5% +$305K 0.2% 92
2025
Q1 		$6.14M Sell
22,873
-2,747
-11% -$854K 0.2% 99
2024
Q4 		$8.57M Buy
25,620
+617
+2% +$197K 0.27% 60
2024
Q3 		$6.84M Sell
25,003
-989
-4% -$253K 0.21% 94
2024
Q2 		$6.68M Sell
25,992
-2,233
-8% -$598K 0.21% 92
2024
Q1 		$8.5M Buy
28,225
+16,670
+144% +$4.81M 0.27% 64
2023
Q4 		$3.04M Sell
11,555
-17,612
-60% -$3.99M 0.24% 82
2023
Q3 		$5.91M Sell
29,167
-3,560
-11% -$769K 0.22% 81
2023
Q2 		$6.91M Sell
32,727
-1,720
-5% -$351K 0.25% 73
2023
Q1 		$6.88M Sell
34,447
-219
-0.6% -$37K 0.23% 95
2022
Q4 		$4.6M Sell
34,666
-4,583
-12% -$669K 0.16% 132
2022
Q3 		$5.65M Buy
39,249
+440
+1% +$74.6K 0.22% 102
2022
Q2 		$6.41M Sell
38,809
-4,160
-10% -$735K 0.22% 96
2022
Q1 		$9.12M Buy
42,969
+963
+2% +$207K 0.27% 69
2021
Q4 		$10.7M Buy
42,006
+1,452
+4% +$408K 0.3% 65
2021
Q3 		$11M Buy
40,554
+5,061
+14% +$1.29M 0.33% 52
2021
Q2 		$8.67M Sell
35,493
-1,068
-3% -$246K 0.26% 78
2021
Q1 		$7.75M Sell
36,561
-15,753
-30% -$3.51M 0.25% 91
2020
Q4 		$11.6M Buy
52,314
+8,157
+18% +$1.98M 0.4% 48
2020
Q3 		$11.1M Buy
44,157
+21,695
+97% +$4.75M 0.44% 40
2020
Q2 		$4.21M Buy
22,462
+1,147
+5% +$193K 0.18% 117
2020
Q1 		$3.07M Sell
21,315
-725
-3% -$124K 0.18% 121
2019
Q4 		$3.58M Buy
22,040
+40
+0.2% +$6.27K 0.15% 147
2019
Q3 		$3.27M Sell
22,000
-1,797
-8% -$273K 0.16% 154
2019
Q2 		$3.61M Sell
23,797
-2,805
-11% -$440K 0.19% 135
2019
Q1 		$4.21M Buy
26,602
+7,444
+39% +$1.15M 0.24% 101
2018
Q4 		$2.62M Sell
19,158
-17,522
-48% -$2.41M 0.19% 112
2018
Q3 		$5.83M Buy
36,680
+6,988
+24% +$1.04M 0.34% 63
2018
Q2 		$4.05M Buy
29,692
+22,953
+341% +$2.93M 0.27% 80
2018
Q1 		$784K Buy
6,739
+1,059
+19% +$122K 0.06% 321
2017
Q4 		$581K Buy
5,680
+1,072
+23% +$109K 0.04% 396
2017
Q3 		$430K Buy
4,608
+250
+6% +$23K 0.04% 477
2017
Q2 		$377K Sell
4,358
-710
-14% -$61.8K 0.04% 489
2017
Q1 		$418K Buy
5,068
+137
+3% +$10.9K 0.04% 452
2016
Q4 		$338K Buy
4,931
+398
+9% +$28.9K 0.04% 493
2016
Q3 		$323K Buy
4,533
+455
+11% +$35.5K 0.04% 490
2016
Q2 		$324K Buy
4,078
+110
+3% +$8.63K 0.04% 456
2016
Q1 		$293K Sell
3,968
-3,426
-46% -$236K 0.04% 459
2015
Q4 		$580K Buy
7,394
+4,500
+155% +$351K 0.08% 283
2015
Q3 		$201K Buy
+2,894
New +$205K 0.03% 574

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sigma Planning Corp's CRM Position: Q1 2026 in Review

Sigma Planning Corp reduced its Salesforce (CRM) stake by 27% in Q1 2026, selling an estimated $1.31M and leaving 17,374 shares worth $3.24M. The position accounts for 0.09% of the portfolio, ranked #242.

Sigma Planning Corp first reported a position in CRM in Q3 2015 and has held it in 43 quarters since. The position peaked at $11.6M in Q4 2020. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sigma Planning Corp held 17,374 shares of Salesforce worth $3.24M as of Q1 2026.
  • Sigma Planning Corp sold 6,346 Salesforce shares in Q1 2026, an estimated $1.31M.
  • Salesforce made up 0.09% of Sigma Planning Corp's portfolio in Q1 2026, its #242 holding.
  • Sigma Planning Corp first reported a position in Salesforce in Q3 2015 and has held it in 43 quarters since.
  • Sigma Planning Corp's Salesforce position peaked at $11.6M in Q4 2020.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.