St. Johns Investment Management’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 | $983K | Sell |
5,264
-854
| -14% | -$177K | 0.41% | 61 |
|
|
2025
Q4 | $1.62M | Sell |
6,118
-297
| -5% | -$73.8K | 0.68% | 38 |
|
|
2025
Q3 | $1.52M | Sell |
6,415
-508
| -7% | -$128K | 0.65% | 37 |
|
|
2025
Q2 | $1.89M | Buy |
6,923
+529
| +8% | +$141K | 0.87% | 28 |
|
|
2025
Q1 | $1.72M | Buy |
6,394
+90
| +1% | +$28K | 0.85% | 31 |
|
|
2024
Q4 | $2.11M | Sell |
6,304
-248
| -4% | -$79.1K | 0.98% | 26 |
|
|
2024
Q3 | $1.79M | Buy |
6,552
+2
| +0% | +$512 | 0.84% | 34 |
|
|
2024
Q2 | $1.68M | Buy |
6,550
+716
| +12% | +$192K | 0.8% | 35 |
|
|
2024
Q1 | $1.76M | Buy |
5,834
+228
| +4% | +$65.8K | 0.84% | 34 |
|
|
2023
Q4 | $1.48M | Buy |
5,606
+130
| +2% | +$29.4K | 0.75% | 38 |
|
|
2023
Q3 | $1.11M | Sell |
5,476
-58
| -1% | -$12.5K | 0.63% | 47 |
|
|
2023
Q2 | $1.17M | Sell |
5,534
-23
| -0.4% | -$4.7K | 0.64% | 48 |
|
|
2023
Q1 | $1.11M | Sell |
5,557
-70
| -1% | -$11.8K | 0.64% | 49 |
|
|
2022
Q4 | $746K | Sell |
5,627
-1,090
| -16% | -$159K | 0.45% | 60 |
|
|
2022
Q3 | $966K | Sell |
6,717
-202
| -3% | -$34.3K | 0.63% | 49 |
|
|
2022
Q2 | $1.14M | Sell |
6,919
-429
| -6% | -$75.8K | 0.73% | 44 |
|
|
2022
Q1 | $1.56M | Sell |
7,348
-90
| -1% | -$19.4K | 0.83% | 32 |
|
|
2021
Q4 | $1.89M | Sell |
7,438
-421
| -5% | -$118K | 0.96% | 31 |
|
|
2021
Q3 | $2.13M | Sell |
7,859
-122
| -2% | -$31K | 1.17% | 20 |
|
|
2021
Q2 | $1.95M | Sell |
7,981
-966
| -11% | -$223K | 1.06% | 25 |
|
|
2021
Q1 | $1.9M | Buy |
8,947
+719
| +9% | +$160K | 1.09% | 25 |
|
|
2020
Q4 | $1.83M | Buy |
8,228
+422
| +5% | +$103K | 1.13% | 24 |
|
|
2020
Q3 | $1.96M | Buy |
7,806
+96
| +1% | +$21K | 1.32% | 20 |
|
|
2020
Q2 | $1.44M | Buy |
7,710
+869
| +13% | +$146K | 1.06% | 26 |
|
|
2020
Q1 | $985K | Buy |
6,841
+400
| +6% | +$68.6K | 0.88% | 39 |
|
|
2019
Q4 | $1.05M | Buy |
6,441
+579
| +10% | +$90.8K | 0.73% | 49 |
|
|
2019
Q3 | $870K | Buy |
5,862
+203
| +4% | +$30.9K | 0.65% | 52 |
|
|
2019
Q2 | $859K | Buy |
5,659
+388
| +7% | +$60.8K | 0.64% | 51 |
|
|
2019
Q1 | $835K | Buy |
5,271
+577
| +12% | +$89.4K | 0.65% | 49 |
|
|
2018
Q4 | $643K | Buy |
4,694
+4,594
| +4,594% | +$632K | 0.57% | 57 |
|
|
2018
Q3 | $16K | Buy |
+100
| New | +$14.8K | 0.01% | 119 |
|
|
2014
Q3 | – | Sell |
-140
| Closed | -$8K | – | 153 |
|
|
2014
Q2 | $8K | Buy |
+140
| New | +$7.56K | 0.01% | 126 |
|
Other funds holding CRM
VCM
VPM
St. Johns Investment Management's CRM Position: Q1 2026 in Review
St. Johns Investment Management reduced its Salesforce (CRM) stake by 14% in Q1 2026, selling an estimated $177K and leaving 5,264 shares worth $983K. The position accounts for 0.41% of the portfolio, ranked #61.
St. Johns Investment Management first reported a position in CRM in Q2 2014 and has held it in 32 quarters since. The position peaked at $2.13M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- St. Johns Investment Management held 5,264 shares of Salesforce worth $983K as of Q1 2026.
- St. Johns Investment Management sold 854 Salesforce shares in Q1 2026, an estimated $177K.
- Salesforce made up 0.41% of St. Johns Investment Management's portfolio in Q1 2026, its #61 holding.
- St. Johns Investment Management first reported a position in Salesforce in Q2 2014 and has held it in 32 quarters since.
- St. Johns Investment Management's Salesforce position peaked at $2.13M in Q3 2021.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on St. Johns Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.