Strategic Advisors’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 | $598K | Sell |
3,819
-154
| -4% | -$27.1K | 0.13% | 104 |
|
|
2026
Q1 | $742K | Sell |
3,973
-6,537
| -62% | -$1.35M | 0.12% | 115 |
|
|
2025
Q4 | $2.78M | Buy |
10,510
+289
| +3% | +$71.8K | 0.44% | 54 |
|
|
2025
Q3 | $2.42M | Buy |
10,221
+353
| +4% | +$89K | 0.39% | 61 |
|
|
2025
Q2 | $2.69M | Sell |
9,868
-401
| -4% | -$107K | 0.53% | 41 |
|
|
2025
Q1 | $2.76M | Sell |
10,269
-15,261
| -60% | -$4.75M | 0.53% | 39 |
|
|
2024
Q4 | $8.54M | Buy |
25,530
+222
| +0.9% | +$70.8K | 1.54% | 15 |
|
|
2024
Q3 | $6.93M | Sell |
25,308
-2
| -0% | -$512 | 1.29% | 19 |
|
|
2024
Q2 | $6.51M | Sell |
25,310
-2,127
| -8% | -$569K | 1.26% | 19 |
|
|
2024
Q1 | $8.26M | Sell |
27,437
-496
| -2% | -$143K | 1.63% | 15 |
|
|
2023
Q4 | $7.35M | Buy |
27,933
+2
| +0% | +$453 | 1.39% | 17 |
|
|
2023
Q3 | $5.66M | Buy |
27,931
+658
| +2% | +$142K | 1.12% | 24 |
|
|
2023
Q2 | $5.76M | Sell |
27,273
-104
| -0.4% | -$21.2K | 1.1% | 22 |
|
|
2023
Q1 | $5.47M | Sell |
27,377
-510
| -2% | -$86.1K | 1.11% | 25 |
|
|
2022
Q4 | $3.7M | Sell |
27,887
-651
| -2% | -$95K | 0.82% | 31 |
|
|
2022
Q3 | $4.1M | Sell |
28,538
-852
| -3% | -$144K | 0.91% | 28 |
|
|
2022
Q2 | $4.85M | Sell |
29,390
-722
| -2% | -$128K | 1.01% | 29 |
|
|
2022
Q1 | $6.39M | Buy |
30,112
+2,314
| +8% | +$498K | 1.11% | 25 |
|
|
2021
Q4 | $7.06M | Buy |
27,798
+5,689
| +26% | +$1.6M | 1% | 25 |
|
|
2021
Q3 | $6M | Buy |
22,109
+7,335
| +50% | +$1.86M | 1.29% | 18 |
|
|
2021
Q2 | $3.61M | Buy |
14,774
+1,006
| +7% | +$232K | 0.94% | 22 |
|
|
2021
Q1 | $2.92M | Buy |
13,768
+536
| +4% | +$119K | 0.85% | 25 |
|
|
2020
Q4 | $2.88M | Buy |
13,232
+2,702
| +26% | +$657K | 0.83% | 24 |
|
|
2020
Q3 | $2.65M | Buy |
10,530
+885
| +9% | +$194K | 0.89% | 27 |
|
|
2020
Q2 | $1.84M | Buy |
9,645
+85
| +0.9% | +$14.3K | 0.69% | 30 |
|
|
2020
Q1 | $1.45M | Sell |
9,560
-458
| -5% | -$78.5K | 0.63% | 39 |
|
|
2019
Q4 | $1.63M | Buy |
10,018
+4,535
| +83% | +$711K | 0.57% | 52 |
|
|
2019
Q3 | $814K | Buy |
5,483
+305
| +6% | +$46.4K | 0.31% | 80 |
|
|
2019
Q2 | $785K | Buy |
5,178
+246
| +5% | +$38.6K | 0.3% | 72 |
|
|
2019
Q1 | $781K | Buy |
4,932
+1,137
| +30% | +$176K | 0.3% | 74 |
|
|
2018
Q4 | $520K | Hold |
3,795
| – | – | 0.23% | 82 |
|
|
2018
Q3 | $604K | Buy |
3,795
+519
| +16% | +$77K | 0.22% | 90 |
|
|
2018
Q2 | $447K | Buy |
3,276
+1,529
| +88% | +$195K | 0.18% | 102 |
|
|
2018
Q1 | $203K | Buy |
+1,747
| New | +$201K | 0.08% | 130 |
|
Other funds holding CRM
Strategic Advisors's CRM Position: Q2 2026 in Review
Strategic Advisors reduced its Salesforce (CRM) stake by 3.9% in Q2 2026, selling an estimated $27.1K and leaving 3,819 shares worth $598K. The position accounts for 0.13% of the portfolio, ranked #104.
Strategic Advisors first reported a position in CRM in Q1 2018 and has held it in 34 quarters since. The position peaked at $8.54M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Strategic Advisors held 3,819 shares of Salesforce worth $598K as of Q2 2026.
- Strategic Advisors sold 154 Salesforce shares in Q2 2026, an estimated $27.1K.
- Salesforce made up 0.13% of Strategic Advisors's portfolio in Q2 2026, its #104 holding.
- Strategic Advisors first reported a position in Salesforce in Q1 2018 and has held it in 34 quarters since.
- Strategic Advisors's Salesforce position peaked at $8.54M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.