Simon Quick Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,392
| Closed | -$369K | – | 384 |
|
|
2025
Q4 | $369K | Buy |
1,392
+292
| +27% | +$72.6K | 0.02% | 285 |
|
|
2025
Q3 | $261K | Buy |
+1,100
| New | +$277K | 0.01% | 347 |
|
|
2025
Q2 | – | Sell |
-4,941
| Closed | -$1.33M | – | 419 |
|
|
2025
Q1 | $1.33M | Buy |
4,941
+715
| +17% | +$222K | 0.08% | 127 |
|
|
2024
Q4 | $1.41M | Buy |
4,226
+903
| +27% | +$288K | 0.08% | 103 |
|
|
2024
Q3 | $910K | Buy |
3,323
+221
| +7% | +$56.6K | 0.06% | 161 |
|
|
2024
Q2 | $798K | Sell |
3,102
-1,148
| -27% | -$307K | 0.06% | 159 |
|
|
2024
Q1 | $1.28M | Buy |
4,250
+1,242
| +41% | +$358K | 0.1% | 108 |
|
|
2023
Q4 | $792K | Buy |
3,008
+123
| +4% | +$27.8K | 0.07% | 131 |
|
|
2023
Q3 | $585K | Buy |
2,885
+265
| +10% | +$57.3K | 0.06% | 148 |
|
|
2023
Q2 | $554K | Buy |
2,620
+137
| +6% | +$28K | 0.05% | 149 |
|
|
2023
Q1 | $496K | Sell |
2,483
-60
| -2% | -$10.1K | 0.05% | 151 |
|
|
2022
Q4 | $337K | Buy |
2,543
+807
| +46% | +$118K | 0.04% | 160 |
|
|
2022
Q3 | $250K | Buy |
1,736
+456
| +36% | +$77.3K | 0.04% | 163 |
|
|
2022
Q2 | $243K | Buy |
1,280
+588
| +85% | +$104K | 0.03% | 154 |
|
|
2022
Q1 | $147K | Sell |
692
-352
| -34% | -$75.8K | 0.04% | 118 |
|
|
2021
Q4 | $265K | Sell |
1,044
-563
| -35% | -$158K | 0.07% | 100 |
|
|
2021
Q3 | $435K | Buy |
1,607
+62
| +4% | +$15.7K | 0.11% | 83 |
|
|
2021
Q2 | $377K | Buy |
1,545
+211
| +16% | +$48.6K | 0.1% | 75 |
|
|
2021
Q1 | $282K | Hold |
1,334
| – | – | 0.08% | 88 |
|
|
2020
Q4 | $297K | Hold |
1,334
| – | – | 0.09% | 82 |
|
|
2020
Q3 | $335K | Sell |
1,334
-24
| -2% | -$5.25K | 0.1% | 64 |
|
|
2020
Q2 | $254K | Buy |
1,358
+56
| +4% | +$9.44K | 0.1% | 68 |
|
|
2020
Q1 | $187K | Buy |
1,302
+968
| +290% | +$166K | 0.07% | 85 |
|
|
2019
Q4 | $54K | Buy |
+334
| New | +$52.4K | 0.02% | 211 |
|
|
2019
Q3 | – | Sell |
-170
| Closed | -$25.8K | – | 397 |
|
|
2019
Q2 | $25.8K | Buy |
+170
| New | +$26.6K | 0.01% | 163 |
|
|
2018
Q1 | – | Sell |
-139
| Closed | -$16K | – | 334 |
|
|
2017
Q4 | $16K | Hold |
139
| – | – | 0.01% | 302 |
|
|
2017
Q3 | $13K | Buy |
+139
| New | +$12.8K | ﹤0.01% | 398 |
|
|
2017
Q2 | – | Sell |
-7
| Closed | -$1K | – | 307 |
|
|
2017
Q1 | $1K | Sell |
7
-968
| -99% | -$77.3K | ﹤0.01% | 319 |
|
|
2016
Q4 | $67K | Buy |
+975
| New | +$70.8K | 0.05% | 141 |
|
Other funds holding CRM
Simon Quick Advisors's CRM Position: Q1 2026 in Review
Simon Quick Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,392 shares — an estimated $369K sold.
Simon Quick Advisors first reported a position in CRM in Q4 2016 and held it in 29 quarters. The position peaked at $1.41M in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Simon Quick Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
- Simon Quick Advisors sold 1,392 Salesforce shares in Q1 2026, an estimated $369K.
- Simon Quick Advisors first reported a position in Salesforce in Q4 2016 and held it in 29 quarters.
- Simon Quick Advisors's Salesforce position peaked at $1.41M in Q4 2024.
- 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.