Simplex Trading’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 |
-62,567
| Closed | -$13M | – | 9231 |
|
|
2025
Q4 | $16.6M | Sell |
62,567
-6,938
| -10% | -$1.72M | 0.01% | 622 |
|
|
2025
Q3 | $16.5M | Buy |
+69,505
| New | +$17.5M | 0.01% | 719 |
|
|
2025
Q2 | – | Sell |
-12,498
| Closed | -$3.34M | – | 8791 |
|
|
2025
Q1 | $3.35M | Sell |
12,498
-15,705
| -56% | -$4.88M | ﹤0.01% | 1576 |
|
|
2024
Q4 | $9.43M | Buy |
28,203
+9,985
| +55% | +$3.19M | 0.01% | 1070 |
|
|
2024
Q3 | $4.99M | Buy |
+18,218
| New | +$4.67M | ﹤0.01% | 1492 |
|
|
2024
Q2 | – | Sell |
-15,255
| Closed | -$4.08M | – | 8925 |
|
|
2024
Q1 | $4.59M | Sell |
15,255
-138,432
| -90% | -$39.9M | ﹤0.01% | 1664 |
|
|
2023
Q4 | $40.4M | Buy |
153,687
+42,488
| +38% | +$9.62M | 0.03% | 406 |
|
|
2023
Q3 | $22.5M | Buy |
111,199
+89,806
| +420% | +$19.4M | 0.02% | 540 |
|
|
2023
Q2 | $4.52M | Buy |
21,393
+21,293
| +21,293% | +$4.35M | ﹤0.01% | 1385 |
|
|
2023
Q1 | $19K | Sell |
100
-116
| -54% | -$19.6K | ﹤0.01% | 6951 |
|
|
2022
Q4 | $28K | Hold |
216
| – | – | ﹤0.01% | 6536 |
|
|
2022
Q3 | $31K | Buy |
216
+200
| +1,250% | +$33.9K | ﹤0.01% | 7016 |
|
|
2022
Q2 | $2K | Sell |
16
-200
| -93% | -$35.3K | ﹤0.01% | 9315 |
|
|
2022
Q1 | $45K | Sell |
216
-97,686
| -100% | -$21M | ﹤0.01% | 7271 |
|
|
2021
Q4 | $24.9M | Buy |
97,902
+97,852
| +195,704% | +$27.5M | 0.03% | 434 |
|
|
2021
Q3 | $12K | Hold |
50
| – | – | ﹤0.01% | 8805 |
|
|
2021
Q2 | $12K | Sell |
50
-58,917
| -100% | -$13.6M | ﹤0.01% | 8970 |
|
|
2021
Q1 | $12.5M | Buy |
58,967
+35,063
| +147% | +$7.81M | 0.02% | 390 |
|
|
2020
Q4 | $5.32M | Sell |
23,904
-21,247
| -47% | -$5.17M | 0.01% | 944 |
|
|
2020
Q3 | $11.3M | Buy |
45,151
+29,646
| +191% | +$6.49M | 0.02% | 470 |
|
|
2020
Q2 | $2.9M | Buy |
+15,505
| New | +$2.61M | ﹤0.01% | 1213 |
|
|
2020
Q1 | – | Sell |
-21,837
| Closed | -$3.74M | – | 7677 |
|
|
2019
Q4 | $3.55M | Sell |
21,837
-46,907
| -68% | -$7.35M | 0.01% | 1025 |
|
|
2019
Q3 | $10.2M | Sell |
68,744
-26,129
| -28% | -$3.97M | 0.03% | 412 |
|
|
2019
Q2 | $14.4M | Buy |
94,873
+28,897
| +44% | +$4.53M | 0.04% | 297 |
|
|
2019
Q1 | $10.4M | Buy |
+65,976
| New | +$10.2M | 0.03% | 375 |
|
|
2018
Q4 | – | Sell |
-54,765
| Closed | -$7.53M | – | 7102 |
|
|
2018
Q3 | $8.71M | Buy |
+54,765
| New | +$8.13M | 0.03% | 410 |
|
|
2018
Q2 | – | Sell |
-19,012
| Closed | -$2.43M | – | 7423 |
|
|
2018
Q1 | $2.21M | Buy |
+19,012
| New | +$2.18M | 0.1% | 175 |
|
|
2017
Q3 | – | Sell |
-53,057
| Closed | -$4.88M | – | 5980 |
|
|
2017
Q2 | $4.59M | Buy |
53,057
+19,329
| +57% | +$1.68M | 0.2% | 82 |
|
|
2017
Q1 | $2.78M | Sell |
33,728
-10,203
| -23% | -$815K | 0.12% | 148 |
|
|
2016
Q4 | $3.01M | Sell |
43,931
-19,401
| -31% | -$1.41M | 0.18% | 97 |
|
|
2016
Q3 | $4.52M | Buy |
63,332
+46,293
| +272% | +$3.61M | 0.31% | 49 |
|
|
2016
Q2 | $1.35M | Sell |
17,039
-11,750
| -41% | -$922K | 0.09% | 205 |
|
|
2016
Q1 | $2.13M | Buy |
+28,789
| New | +$1.98M | 0.17% | 106 |
|
|
2015
Q3 | – | Sell |
-86,301
| Closed | -$6.12M | – | 5593 |
|
|
2015
Q2 | $6.01M | Buy |
+86,301
| New | +$6.14M | 0.5% | 32 |
|
Other funds holding CRM
VCM
VPM
Simplex Trading's CRM Position: Q1 2026 in Review
Simplex Trading sold out of Salesforce (CRM) in Q1 2026, closing a stake of 62,567 shares — an estimated $13M sold.
Simplex Trading first reported a position in CRM in Q2 2015 and held it in 34 quarters. The position peaked at $40.4M in Q4 2023. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Simplex Trading reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
- Simplex Trading sold 62,567 Salesforce shares in Q1 2026, an estimated $13M.
- Simplex Trading first reported a position in Salesforce in Q2 2015 and held it in 34 quarters.
- Simplex Trading's Salesforce position peaked at $40.4M in Q4 2023.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.