Somerset Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-955
| Closed | -$226K | – | 60 |
|
|
2025
Q3 | $226K | Hold |
955
| – | – | 0.18% | 57 |
|
|
2025
Q2 | $260K | Sell |
955
-5
| -0.5% | -$1.34K | 0.22% | 57 |
|
|
2025
Q1 | $258K | Buy |
960
+173
| +22% | +$53.8K | 0.23% | 58 |
|
|
2024
Q4 | $263K | Hold |
787
| – | – | 0.24% | 58 |
|
|
2024
Q3 | $215K | Sell |
787
-401
| -34% | -$103K | 0.2% | 60 |
|
|
2024
Q2 | $305K | Sell |
1,188
-18
| -1% | -$4.82K | 0.27% | 53 |
|
|
2024
Q1 | $363K | Buy |
1,206
+10
| +0.8% | +$2.88K | 0.34% | 45 |
|
|
2023
Q4 | $315K | Hold |
1,196
| – | – | 0.26% | 54 |
|
|
2023
Q3 | $243K | Sell |
1,196
-120
| -9% | -$25.9K | 0.23% | 58 |
|
|
2023
Q2 | $278K | Sell |
1,316
-44
| -3% | -$8.98K | 0.23% | 58 |
|
|
2023
Q1 | $272K | Buy |
+1,360
| New | +$230K | 0.24% | 57 |
|
|
2022
Q4 | – | Sell |
-1,460
| Closed | -$210K | – | 69 |
|
|
2022
Q3 | $210K | Hold |
1,460
| – | – | 0.19% | 61 |
|
|
2022
Q2 | $241K | Buy |
1,460
+50
| +4% | +$8.84K | 0.21% | 64 |
|
|
2022
Q1 | $299K | Buy |
1,410
+50
| +4% | +$10.8K | 0.21% | 62 |
|
|
2021
Q4 | $346K | Hold |
1,360
| – | – | 0.23% | 61 |
|
|
2021
Q3 | $369K | Hold |
1,360
| – | – | 0.27% | 56 |
|
|
2021
Q2 | $332K | Hold |
1,360
| – | – | 0.24% | 58 |
|
|
2021
Q1 | $288K | Hold |
1,360
| – | – | 0.22% | 62 |
|
|
2020
Q4 | $303K | Hold |
1,360
| – | – | 0.24% | 57 |
|
|
2020
Q3 | $342K | Hold |
1,360
| – | – | 0.31% | 52 |
|
|
2020
Q2 | $255K | Buy |
+1,360
| New | +$229K | 0.25% | 55 |
|
|
2020
Q1 | – | Sell |
-1,379
| Closed | -$224K | – | 59 |
|
|
2019
Q4 | $224K | Hold |
1,379
| – | – | 0.2% | 63 |
|
|
2019
Q3 | $205K | Buy |
1,379
+20
| +1% | +$3.04K | 0.17% | 69 |
|
|
2019
Q2 | $206K | Hold |
1,359
| – | – | 0.17% | 67 |
|
|
2019
Q1 | $215K | Buy |
+1,359
| New | +$211K | 0.18% | 63 |
|
|
2018
Q4 | – | Sell |
-1,359
| Closed | -$216K | – | 64 |
|
|
2018
Q3 | $216K | Buy |
+1,359
| New | +$202K | 0.17% | 66 |
|
|
2013
Q4 | – | Sell |
-27,608
| Closed | -$1.43M | – | 80 |
|
|
2013
Q3 | $1.43M | Sell |
27,608
-8,452
| -23% | -$384K | 1.06% | 31 |
|
|
2013
Q2 | $1.38M | Buy |
+36,060
| New | +$1.49M | 1.03% | 33 |
|
Other funds holding CRM
JSC
Somerset Group's CRM Position: Q4 2025 in Review
Somerset Group sold out of Salesforce (CRM) in Q4 2025, closing a stake of 955 shares — an estimated $226K sold.
Somerset Group first reported a position in CRM in Q2 2013 and held it in 28 quarters. The position peaked at $1.43M in Q3 2013. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.
- Somerset Group reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
- Somerset Group sold 955 Salesforce shares in Q4 2025, an estimated $226K.
- Somerset Group first reported a position in Salesforce in Q2 2013 and held it in 28 quarters.
- Somerset Group's Salesforce position peaked at $1.43M in Q3 2013.
- 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.
Based on Somerset Group's 13F filing for Q4 2025, filed 12 Feb 2026.