South Plains Financial’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
$837K Buy
5,341
+494
+10% +$86.9K 0.45% 62
2026
Q1
$905K Buy
4,847
+1,217
+34% +$252K 0.53% 52
2025
Q4
$962K Buy
3,630
+45
+1% +$11.2K 0.57% 48
2025
Q3
$850K Buy
3,585
+1,942
+118% +$490K 0.53% 55
2025
Q2
$448K Buy
1,643
+404
+33% +$108K 0.32% 82
2025
Q1
$332K Buy
1,239
+343
+38% +$107K 0.26% 94
2024
Q4
$300K Buy
+896
New +$286K 0.23% 95

Other funds holding CRM

South Plains Financial's CRM Position: Q2 2026 in Review

South Plains Financial increased its Salesforce (CRM) stake by 10% in Q2 2026, buying an estimated $86.9K and bringing the position to 5,341 shares worth $837K. The position accounts for 0.45% of the portfolio, ranked #62.

South Plains Financial first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $962K in Q4 2025. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • South Plains Financial held 5,341 shares of Salesforce worth $837K as of Q2 2026.
  • South Plains Financial bought 494 Salesforce shares in Q2 2026, an estimated $86.9K.
  • Salesforce made up 0.45% of South Plains Financial's portfolio in Q2 2026, its #62 holding.
  • South Plains Financial first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • South Plains Financial's Salesforce position peaked at $962K in Q4 2025.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.