Snowden Capital 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 | $6.32M | Buy |
33,860
+5,276
| +18% | +$1.09M | 0.17% | 133 |
|
|
2025
Q4 | $7.58M | Sell |
28,584
-1,117
| -4% | -$278K | 0.2% | 101 |
|
|
2025
Q3 | $7.05M | Sell |
29,701
-1,833
| -6% | -$462K | 0.19% | 100 |
|
|
2025
Q2 | $8.61M | Sell |
31,534
-2,680
| -8% | -$716K | 0.25% | 78 |
|
|
2025
Q1 | $9.18M | Buy |
34,214
+481
| +1% | +$150K | 0.29% | 67 |
|
|
2024
Q4 | $11.3M | Buy |
33,733
+1,375
| +4% | +$439K | 0.35% | 56 |
|
|
2024
Q3 | $8.87M | Sell |
32,358
-3,165
| -9% | -$811K | 0.26% | 80 |
|
|
2024
Q2 | $9.13M | Sell |
35,523
-303
| -0.8% | -$81.1K | 0.27% | 81 |
|
|
2024
Q1 | $10.8M | Buy |
35,826
+2,338
| +7% | +$675K | 0.34% | 62 |
|
|
2023
Q4 | $8.81M | Buy |
33,488
+13,317
| +66% | +$3.01M | 0.34% | 63 |
|
|
2023
Q3 | $4.09M | Sell |
20,171
-5,141
| -20% | -$1.11M | 0.17% | 170 |
|
|
2023
Q2 | $5.35M | Buy |
25,312
+578
| +2% | +$118K | 0.19% | 135 |
|
|
2023
Q1 | $4.94M | Buy |
24,734
+3,641
| +17% | +$615K | 0.19% | 133 |
|
|
2022
Q4 | $2.8M | Sell |
21,093
-4,614
| -18% | -$673K | 0.12% | 220 |
|
|
2022
Q3 | $3.7M | Sell |
25,707
-825
| -3% | -$140K | 0.17% | 152 |
|
|
2022
Q2 | $4.38M | Buy |
26,532
+2,825
| +12% | +$499K | 0.2% | 135 |
|
|
2022
Q1 | $5.03M | Buy |
23,707
+9,060
| +62% | +$1.95M | 0.2% | 135 |
|
|
2021
Q4 | $3.72M | Sell |
14,647
-6,116
| -29% | -$1.72M | 0.19% | 163 |
|
|
2021
Q3 | $5.63M | Buy |
20,763
+1,874
| +10% | +$476K | 0.28% | 96 |
|
|
2021
Q2 | $4.61M | Buy |
18,889
+4,030
| +27% | +$929K | 0.23% | 125 |
|
|
2021
Q1 | $3.15M | Buy |
14,859
+3,085
| +26% | +$687K | 0.18% | 180 |
|
|
2020
Q4 | $2.62M | Buy |
11,774
+1,489
| +14% | +$362K | 0.17% | 177 |
|
|
2020
Q3 | $2.58M | Buy |
10,285
+266
| +3% | +$58.2K | 0.21% | 155 |
|
|
2020
Q2 | $1.88M | Sell |
10,019
-1,071
| -10% | -$180K | 0.16% | 189 |
|
|
2020
Q1 | $1.6M | Sell |
11,090
-2,082
| -16% | -$357K | 0.17% | 177 |
|
|
2019
Q4 | $2.14M | Buy |
13,172
+69
| +0.5% | +$10.8K | 0.19% | 160 |
|
|
2019
Q3 | $1.95M | Sell |
13,103
-5,857
| -31% | -$890K | 0.2% | 163 |
|
|
2019
Q2 | $2.88M | Buy |
18,960
+881
| +5% | +$138K | 0.3% | 118 |
|
|
2019
Q1 | $2.86M | Buy |
18,079
+2,326
| +15% | +$361K | 0.31% | 106 |
|
|
2018
Q4 | $2.16M | Buy |
15,753
+2,309
| +17% | +$318K | 0.28% | 119 |
|
|
2018
Q3 | $2.14M | Buy |
13,444
+2,245
| +20% | +$333K | 0.24% | 134 |
|
|
2018
Q2 | $1.53M | Buy |
11,199
+7,123
| +175% | +$909K | 0.2% | 177 |
|
|
2018
Q1 | $474K | Buy |
4,076
+107
| +3% | +$12.3K | 0.07% | 274 |
|
|
2017
Q4 | $406K | Sell |
3,969
-1
| -0% | -$102 | 0.06% | 298 |
|
|
2017
Q3 | $371K | Buy |
3,970
+221
| +6% | +$20.3K | 0.06% | 292 |
|
|
2017
Q2 | $325K | Sell |
3,749
-877
| -19% | -$76.4K | 0.06% | 276 |
|
|
2017
Q1 | $382K | Buy |
4,626
+1,407
| +44% | +$112K | 0.08% | 249 |
|
|
2016
Q4 | $220K | Sell |
3,219
-17,252
| -84% | -$1.25M | 0.06% | 282 |
|
|
2016
Q3 | $1.46M | Sell |
20,471
-12,525
| -38% | -$977K | 0.4% | 88 |
|
|
2016
Q2 | $2.62M | Buy |
32,996
+26,040
| +374% | +$2.04M | 0.79% | 32 |
|
|
2016
Q1 | $514K | Buy |
+6,956
| New | +$479K | 0.18% | 169 |
|
Other funds holding CRM
VCM
VPM
Snowden Capital Advisors's CRM Position: Q1 2026 in Review
Snowden Capital Advisors increased its Salesforce (CRM) stake by 18% in Q1 2026, buying an estimated $1.09M and bringing the position to 33,860 shares worth $6.32M. The position accounts for 0.17% of the portfolio, ranked #133.
Snowden Capital Advisors first reported a position in CRM in Q1 2016 and has held it in 41 quarters since. The position peaked at $11.3M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Snowden Capital Advisors held 33,860 shares of Salesforce worth $6.32M as of Q1 2026.
- Snowden Capital Advisors bought 5,276 Salesforce shares in Q1 2026, an estimated $1.09M.
- Salesforce made up 0.17% of Snowden Capital Advisors's portfolio in Q1 2026, its #133 holding.
- Snowden Capital Advisors first reported a position in Salesforce in Q1 2016 and has held it in 41 quarters since.
- Snowden Capital Advisors's Salesforce position peaked at $11.3M in Q4 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.