Stratos 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
Q2 | – | Sell |
-2,949
| Closed | -$551K | – | 387 |
|
|
2026
Q1 | $551K | Sell |
2,949
-29,010
| -91% | -$6.01M | 0.02% | 241 |
|
|
2025
Q4 | $8.47M | Buy |
31,959
+985
| +3% | +$245K | 0.34% | 68 |
|
|
2025
Q3 | $7.34M | Buy |
30,974
+1,332
| +4% | +$336K | 0.3% | 70 |
|
|
2025
Q2 | $8.08M | Sell |
29,642
-4,751
| -14% | -$1.27M | 0.37% | 59 |
|
|
2025
Q1 | $9.23M | Buy |
34,393
+6,859
| +25% | +$2.13M | 0.49% | 50 |
|
|
2024
Q4 | $9.21M | Sell |
27,534
-2,106
| -7% | -$672K | 0.55% | 45 |
|
|
2024
Q3 | $8.11M | Buy |
29,640
+2,236
| +8% | +$573K | 0.57% | 48 |
|
|
2024
Q2 | $7.05M | Buy |
27,404
+1,642
| +6% | +$439K | 0.58% | 47 |
|
|
2024
Q1 | $7.76M | Buy |
25,762
+244
| +1% | +$70.4K | 0.76% | 41 |
|
|
2023
Q4 | $6.71M | Buy |
25,518
+751
| +3% | +$170K | 0.79% | 35 |
|
|
2023
Q3 | $5.02M | Buy |
24,767
+2,882
| +13% | +$623K | 0.75% | 43 |
|
|
2023
Q2 | $4.62M | Sell |
21,885
-384
| -2% | -$78.4K | 0.71% | 43 |
|
|
2023
Q1 | $4.45M | Sell |
22,269
-8
| -0% | -$1.35K | 0.75% | 40 |
|
|
2022
Q4 | $2.95M | Buy |
22,277
+4,289
| +24% | +$626K | 0.53% | 55 |
|
|
2022
Q3 | $2.59M | Sell |
17,988
-1,227
| -6% | -$208K | 0.52% | 53 |
|
|
2022
Q2 | $3.17M | Buy |
19,215
+1,749
| +10% | +$309K | 0.6% | 51 |
|
|
2022
Q1 | $3.71M | Buy |
17,466
+684
| +4% | +$147K | 0.62% | 49 |
|
|
2021
Q4 | $4.26M | Buy |
16,782
+702
| +4% | +$197K | 0.67% | 44 |
|
|
2021
Q3 | $4.36M | Buy |
16,080
+2,197
| +16% | +$558K | 0.76% | 41 |
|
|
2021
Q2 | $3.39M | Buy |
13,883
+1,223
| +10% | +$282K | 0.93% | 33 |
|
|
2021
Q1 | $2.68M | Sell |
12,660
-583
| -4% | -$130K | 0.85% | 38 |
|
|
2020
Q4 | $2.95M | Sell |
13,243
-2,877
| -18% | -$700K | 0.93% | 35 |
|
|
2020
Q3 | $4.05M | Sell |
16,120
-196
| -1% | -$42.9K | 1.47% | 19 |
|
|
2020
Q2 | $3.06M | Buy |
16,316
+1,485
| +10% | +$250K | 1.29% | 22 |
|
|
2020
Q1 | $2.13M | Buy |
14,831
+2,427
| +20% | +$416K | 1.14% | 25 |
|
|
2019
Q4 | $2.02M | Buy |
12,404
+2,327
| +23% | +$365K | 0.94% | 27 |
|
|
2019
Q3 | $1.5M | Buy |
10,077
+1,860
| +23% | +$283K | 0.85% | 33 |
|
|
2019
Q2 | $1.25M | Buy |
8,217
+4,291
| +109% | +$672K | 0.79% | 35 |
|
|
2019
Q1 | $622K | Buy |
+3,926
| New | +$609K | 0.49% | 50 |
|
Other funds holding CRM
Stratos Investment Management's CRM Position: Q2 2026 in Review
Stratos Investment Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,949 shares — an estimated $551K sold.
Stratos Investment Management first reported a position in CRM in Q1 2019 and held it in 29 quarters. The position peaked at $9.23M in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Stratos Investment Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
- Stratos Investment Management sold 2,949 Salesforce shares in Q2 2026, an estimated $551K.
- Stratos Investment Management first reported a position in Salesforce in Q1 2019 and held it in 29 quarters.
- Stratos Investment Management's Salesforce position peaked at $9.23M in Q1 2025.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.