SPC Financial Inc’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $637K | Buy |
2,687
+34
| +1% | +$8.57K | 0.05% | 155 |
|
|
2025
Q2 | $723K | Sell |
2,653
-68
| -2% | -$18.2K | 0.06% | 140 |
|
|
2025
Q1 | $730K | Sell |
2,721
-464
| -15% | -$144K | 0.06% | 140 |
|
|
2024
Q4 | $1.06M | Buy |
3,185
+1,190
| +60% | +$380K | 0.09% | 105 |
|
|
2024
Q3 | $546K | Buy |
1,995
+71
| +4% | +$18.2K | 0.05% | 161 |
|
|
2024
Q2 | $495K | Buy |
1,924
+456
| +31% | +$122K | 0.05% | 157 |
|
|
2024
Q1 | $442K | Buy |
1,468
+63
| +4% | +$18.2K | 0.04% | 168 |
|
|
2023
Q4 | $370K | Buy |
1,405
+1
| +0.1% | +$226 | 0.04% | 172 |
|
|
2023
Q3 | $285K | Buy |
1,404
+8
| +0.6% | +$1.73K | 0.03% | 183 |
|
|
2023
Q2 | $295K | Sell |
1,396
-10
| -0.7% | -$2.04K | 0.03% | 179 |
|
|
2023
Q1 | $281K | Buy |
+1,406
| New | +$237K | 0.03% | 177 |
|
|
2022
Q4 | – | Sell |
-1,576
| Closed | -$227K | – | 198 |
|
|
2022
Q3 | $227K | Buy |
1,576
+20
| +1% | +$3.39K | 0.03% | 176 |
|
|
2022
Q2 | $257K | Buy |
1,556
+102
| +7% | +$18K | 0.03% | 173 |
|
|
2022
Q1 | $309K | Sell |
1,454
-3,624
| -71% | -$780K | 0.04% | 159 |
|
|
2021
Q4 | $1.29M | Buy |
5,078
+3,939
| +346% | +$1.11M | 0.14% | 71 |
|
|
2021
Q3 | $309K | Buy |
1,139
+55
| +5% | +$14K | 0.04% | 143 |
|
|
2021
Q2 | $265K | Sell |
1,084
-107
| -9% | -$24.7K | 0.03% | 150 |
|
|
2021
Q1 | $252K | Sell |
1,191
-3,960
| -77% | -$882K | 0.03% | 147 |
|
|
2020
Q4 | $1.15M | Buy |
5,151
+2,862
| +125% | +$696K | 0.16% | 72 |
|
|
2020
Q3 | $575K | Sell |
2,289
-3,945
| -63% | -$864K | 0.1% | 89 |
|
|
2020
Q2 | $1.17M | Buy |
6,234
+466
| +8% | +$78.5K | 0.24% | 61 |
|
|
2020
Q1 | $830K | Sell |
5,768
-109
| -2% | -$18.7K | 0.21% | 68 |
|
|
2019
Q4 | $956K | Buy |
5,877
+490
| +9% | +$76.8K | 0.18% | 68 |
|
|
2019
Q3 | $800K | Hold |
5,387
| – | – | 0.17% | 68 |
|
|
2019
Q2 | $817K | Sell |
5,387
-275
| -5% | -$43.1K | 0.16% | 72 |
|
|
2019
Q1 | $897K | Buy |
+5,662
| New | +$878K | 0.19% | 65 |
|
|
2016
Q4 | – | Sell |
-7,655
| Closed | -$546K | – | 111 |
|
|
2016
Q3 | $546K | Hold |
7,655
| – | – | 0.18% | 74 |
|
|
2016
Q2 | $608K | Buy |
7,655
+110
| +1% | +$8.63K | 0.22% | 69 |
|
|
2016
Q1 | $557K | Sell |
7,545
-250
| -3% | -$17.2K | 0.21% | 71 |
|
|
2015
Q4 | $611K | Buy |
+7,795
| New | +$609K | 0.24% | 67 |
|
Other funds holding CRM
SPC Financial Inc's CRM Position: Q3 2025 in Review
SPC Financial Inc increased its Salesforce (CRM) stake by 1.3% in Q3 2025, buying an estimated $8.57K and bringing the position to 2,687 shares worth $637K. The position accounts for 0.05% of the portfolio, ranked #155.
SPC Financial Inc first reported a position in CRM in Q4 2015 and has held it in 30 quarters since. The position peaked at $1.29M in Q4 2021. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.
- SPC Financial Inc held 2,687 shares of Salesforce worth $637K as of Q3 2025.
- SPC Financial Inc bought 34 Salesforce shares in Q3 2025, an estimated $8.57K.
- Salesforce made up 0.05% of SPC Financial Inc's portfolio in Q3 2025, its #155 holding.
- SPC Financial Inc first reported a position in Salesforce in Q4 2015 and has held it in 30 quarters since.
- SPC Financial Inc's Salesforce position peaked at $1.29M in Q4 2021.
- 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.
Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.