Sky Investment Group’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 | $536K | Sell |
3,424
-451
| -12% | -$79.3K | 0.08% | 115 |
|
|
2026
Q1 | $723K | Buy |
3,875
+27
| +0.7% | +$5.59K | 0.12% | 98 |
|
|
2025
Q4 | $1.02M | Buy |
3,848
+21
| +0.5% | +$5.22K | 0.17% | 89 |
|
|
2025
Q3 | $907K | Buy |
3,827
+232
| +6% | +$58.5K | 0.15% | 89 |
|
|
2025
Q2 | $980K | Buy |
3,595
+65
| +2% | +$17.4K | 0.17% | 89 |
|
|
2025
Q1 | $947K | Buy |
3,530
+3
| +0.1% | +$933 | 0.17% | 86 |
|
|
2024
Q4 | $1.18M | Sell |
3,527
-15
| -0.4% | -$4.79K | 0.22% | 82 |
|
|
2024
Q3 | $969K | Sell |
3,542
-6
| -0.2% | -$1.54K | 0.17% | 84 |
|
|
2024
Q2 | $912K | Sell |
3,548
-13
| -0.4% | -$3.48K | 0.17% | 81 |
|
|
2024
Q1 | $1.07M | Sell |
3,561
-25
| -0.7% | -$7.21K | 0.21% | 80 |
|
|
2023
Q4 | $944K | Sell |
3,586
-140
| -4% | -$31.7K | 0.2% | 81 |
|
|
2023
Q3 | $756K | Sell |
3,726
-75
| -2% | -$16.2K | 0.17% | 85 |
|
|
2023
Q2 | $803K | Sell |
3,801
-50
| -1% | -$10.2K | 0.17% | 88 |
|
|
2023
Q1 | $769K | Sell |
3,851
-894
| -19% | -$151K | 0.18% | 87 |
|
|
2022
Q4 | $629K | Sell |
4,745
-201
| -4% | -$29.3K | 0.15% | 89 |
|
|
2022
Q3 | $711K | Sell |
4,946
-185
| -4% | -$31.4K | 0.18% | 83 |
|
|
2022
Q2 | $847K | Sell |
5,131
-20
| -0.4% | -$3.53K | 0.2% | 83 |
|
|
2022
Q1 | $1.09M | Sell |
5,151
-103
| -2% | -$22.2K | 0.23% | 81 |
|
|
2021
Q4 | $1.33M | Sell |
5,254
-40
| -0.8% | -$11.2K | 0.27% | 78 |
|
|
2021
Q3 | $1.44M | Buy |
5,294
+324
| +7% | +$82.3K | 0.32% | 69 |
|
|
2021
Q2 | $1.21M | Buy |
4,970
+160
| +3% | +$36.9K | 0.27% | 75 |
|
|
2021
Q1 | $1.02M | Buy |
4,810
+510
| +12% | +$114K | 0.24% | 78 |
|
|
2020
Q4 | $957K | Buy |
4,300
+480
| +13% | +$117K | 0.24% | 77 |
|
|
2020
Q3 | $960K | Buy |
3,820
+45
| +1% | +$9.85K | 0.26% | 76 |
|
|
2020
Q2 | $707K | Hold |
3,775
| – | – | 0.24% | 71 |
|
|
2020
Q1 | $544K | Sell |
3,775
-40
| -1% | -$6.86K | 0.22% | 73 |
|
|
2019
Q4 | $620K | Sell |
3,815
-149
| -4% | -$23.4K | 0.2% | 73 |
|
|
2019
Q3 | $588K | Buy |
3,964
+13
| +0.3% | +$1.98K | 0.2% | 73 |
|
|
2019
Q2 | $599K | Buy |
3,951
+195
| +5% | +$30.6K | 0.21% | 75 |
|
|
2019
Q1 | $595K | Hold |
3,756
| – | – | 0.22% | 72 |
|
|
2018
Q4 | $514K | Buy |
3,756
+2,476
| +193% | +$341K | 0.22% | 70 |
|
|
2018
Q3 | $204K | Buy |
+1,280
| New | +$190K | 0.08% | 100 |
|
Other funds holding CRM
Sky Investment Group's CRM Position: Q2 2026 in Review
Sky Investment Group reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $79.3K and leaving 3,424 shares worth $536K. The position accounts for 0.08% of the portfolio, ranked #115.
Sky Investment Group first reported a position in CRM in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.44M in Q3 2021. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Sky Investment Group held 3,424 shares of Salesforce worth $536K as of Q2 2026.
- Sky Investment Group sold 451 Salesforce shares in Q2 2026, an estimated $79.3K.
- Salesforce made up 0.08% of Sky Investment Group's portfolio in Q2 2026, its #115 holding.
- Sky Investment Group first reported a position in Salesforce in Q3 2018 and has held it in 32 quarters since.
- Sky Investment Group's Salesforce position peaked at $1.44M in Q3 2021.
- 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.