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
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: Q1 2026 in Review

South Plains Financial increased its Salesforce (CRM) stake by 34% in Q1 2026, buying an estimated $252K and bringing the position to 4,847 shares worth $905K. The position accounts for 0.53% of the portfolio, ranked #52.

South Plains Financial first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $962K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • South Plains Financial held 4,847 shares of Salesforce worth $905K as of Q1 2026.
  • South Plains Financial bought 1,217 Salesforce shares in Q1 2026, an estimated $252K.
  • Salesforce made up 0.53% of South Plains Financial's portfolio in Q1 2026, its #52 holding.
  • South Plains Financial first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • South Plains Financial's Salesforce position peaked at $962K in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.