Summit Global Investments’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 | $1.19M | Sell |
6,378
-125
| -2% | -$25.9K | 0.07% | 151 |
|
|
2025
Q4 | $1.72M | Buy |
6,503
+3,050
| +88% | +$758K | 0.1% | 108 |
|
|
2025
Q3 | $818K | Sell |
3,453
-144
| -4% | -$36.3K | 0.05% | 228 |
|
|
2025
Q2 | $981K | Hold |
3,597
| – | – | 0.06% | 204 |
|
|
2025
Q1 | $965K | Sell |
3,597
-20,341
| -85% | -$6.33M | 0.07% | 174 |
|
|
2024
Q4 | $8M | Buy |
23,938
+6
| +0% | +$1.92K | 0.5% | 46 |
|
|
2024
Q3 | $6.55M | Buy |
23,932
+21,699
| +972% | +$5.56M | 0.42% | 51 |
|
|
2024
Q2 | $574K | Buy |
2,233
+905
| +68% | +$242K | 0.04% | 324 |
|
|
2024
Q1 | $400K | Sell |
1,328
-150
| -10% | -$43.3K | 0.03% | 366 |
|
|
2023
Q4 | $389K | Sell |
1,478
-84,677
| -98% | -$19.2M | 0.03% | 378 |
|
|
2023
Q3 | $17.5M | Buy |
86,155
+84,723
| +5,916% | +$18.3M | 1.16% | 15 |
|
|
2023
Q2 | $303K | Buy |
+1,432
| New | +$292K | 0.02% | 425 |
|
|
2022
Q3 | – | Sell |
-3,002
| Closed | -$495K | – | 464 |
|
|
2022
Q2 | $495K | Sell |
3,002
-2,387
| -44% | -$422K | 0.04% | 315 |
|
|
2022
Q1 | $1.14M | Buy |
5,389
+6
| +0.1% | +$1.29K | 0.08% | 218 |
|
|
2021
Q4 | $1.37M | Buy |
5,383
+291
| +6% | +$81.8K | 0.09% | 199 |
|
|
2021
Q3 | $1.38M | Sell |
5,092
-2,369
| -32% | -$602K | 0.1% | 164 |
|
|
2021
Q2 | $1.82M | Sell |
7,461
-67
| -0.9% | -$15.4K | 0.11% | 145 |
|
|
2021
Q1 | $1.59M | Sell |
7,528
-9,734
| -56% | -$2.17M | 0.1% | 151 |
|
|
2020
Q4 | $3.84M | Buy |
17,262
+1,464
| +9% | +$356K | 0.38% | 60 |
|
|
2020
Q3 | $3.97M | Buy |
15,798
+334
| +2% | +$73.1K | 0.41% | 51 |
|
|
2020
Q2 | $2.9M | Buy |
15,464
+6,299
| +69% | +$1.06M | 0.33% | 55 |
|
|
2020
Q1 | $1.32M | Buy |
+9,165
| New | +$1.57M | 0.19% | 73 |
|
|
2018
Q4 | – | Sell |
-10,108
| Closed | -$1.61M | – | 261 |
|
|
2018
Q3 | $1.61M | Sell |
10,108
-200
| -2% | -$29.7K | 0.22% | 84 |
|
|
2018
Q2 | $1.41M | Sell |
10,308
-19,870
| -66% | -$2.54M | 0.21% | 86 |
|
|
2018
Q1 | $3.51M | Sell |
30,178
-1,676
| -5% | -$192K | 0.56% | 49 |
|
|
2017
Q4 | $3.26M | Sell |
31,854
-17,721
| -36% | -$1.81M | 0.5% | 55 |
|
|
2017
Q3 | $4.63M | Buy |
49,575
+26,181
| +112% | +$2.41M | 0.72% | 45 |
|
|
2017
Q2 | $2.03M | Buy |
23,394
+10,768
| +85% | +$938K | 0.61% | 45 |
|
|
2017
Q1 | $1.04M | Buy |
12,626
+1,704
| +16% | +$136K | 0.34% | 70 |
|
|
2016
Q4 | $748K | Buy |
+10,922
| New | +$793K | 0.27% | 79 |
|
Other funds holding CRM
VCM
VPM
Summit Global Investments's CRM Position: Q1 2026 in Review
Summit Global Investments reduced its Salesforce (CRM) stake by 1.9% in Q1 2026, selling an estimated $25.9K and leaving 6,378 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #151.
Summit Global Investments first reported a position in CRM in Q4 2016 and has held it in 30 quarters since. The position peaked at $17.5M in Q3 2023. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Summit Global Investments held 6,378 shares of Salesforce worth $1.19M as of Q1 2026.
- Summit Global Investments sold 125 Salesforce shares in Q1 2026, an estimated $25.9K.
- Salesforce made up 0.07% of Summit Global Investments's portfolio in Q1 2026, its #151 holding.
- Summit Global Investments first reported a position in Salesforce in Q4 2016 and has held it in 30 quarters since.
- Summit Global Investments's Salesforce position peaked at $17.5M in Q3 2023.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.