Sunbelt Securities’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 | $819K | Buy |
4,385
+103
| +2% | +$21.3K | 0.05% | 299 |
|
|
2025
Q4 | $1.13M | Buy |
4,282
+359
| +9% | +$89.2K | 0.08% | 211 |
|
|
2025
Q3 | $930K | Buy |
3,923
+62
| +2% | +$15.6K | 0.06% | 254 |
|
|
2025
Q2 | $1.29M | Buy |
3,861
+434
| +13% | +$116K | 0.11% | 167 |
|
|
2025
Q1 | $920K | Sell |
3,427
-434
| -11% | -$135K | 0.08% | 206 |
|
|
2024
Q4 | $1.3M | Sell |
3,861
-701
| -15% | -$224K | 0.11% | 167 |
|
|
2024
Q3 | $1.25M | Sell |
4,562
-906
| -17% | -$232K | 0.12% | 176 |
|
|
2024
Q2 | $1.41M | Sell |
5,468
-1,547
| -22% | -$414K | 0.14% | 142 |
|
|
2024
Q1 | $2.11M | Sell |
7,015
-1,633
| -19% | -$471K | 0.24% | 85 |
|
|
2023
Q4 | $2.28M | Sell |
8,648
-1,889
| -18% | -$428K | 0.29% | 76 |
|
|
2023
Q3 | $2.14M | Sell |
10,537
-372
| -3% | -$80.4K | 0.3% | 67 |
|
|
2023
Q2 | $2.3M | Buy |
10,909
+4
| +0% | +$817 | 0.33% | 60 |
|
|
2023
Q1 | $2.14M | Sell |
10,905
-5,525
| -34% | -$933K | 0.34% | 68 |
|
|
2022
Q4 | $2.18M | Buy |
16,430
+2,078
| +14% | +$303K | 0.43% | 57 |
|
|
2022
Q3 | $2.06M | Buy |
14,352
+3,216
| +29% | +$545K | 0.44% | 54 |
|
|
2022
Q2 | $1.84M | Buy |
11,136
+1,482
| +15% | +$262K | 0.39% | 63 |
|
|
2022
Q1 | $2.08M | Buy |
9,654
+566
| +6% | +$122K | 0.38% | 66 |
|
|
2021
Q4 | $1.98M | Buy |
9,088
+1,129
| +14% | +$317K | 0.32% | 78 |
|
|
2021
Q3 | $1.9M | Hold |
7,959
| – | – | 0.34% | 77 |
|
|
2021
Q2 | $1.9M | Buy |
7,959
+1,224
| +18% | +$282K | 0.34% | 77 |
|
|
2021
Q1 | $1.43M | Sell |
6,735
-737
| -10% | -$164K | 0.28% | 91 |
|
|
2020
Q4 | $1.66M | Sell |
7,472
-358
| -5% | -$87.1K | 0.34% | 70 |
|
|
2020
Q3 | $1.97M | Sell |
7,830
-1,388
| -15% | -$304K | 0.55% | 46 |
|
|
2020
Q2 | $1.73M | Buy |
9,218
+5
| +0.1% | +$842 | 0.59% | 41 |
|
|
2020
Q1 | $1.33M | Sell |
9,213
-8,441
| -48% | -$1.45M | 0.06% | 123 |
|
|
2019
Q4 | $2.87M | Sell |
17,654
-130
| -0.7% | -$20.4K | 0.3% | 73 |
|
|
2019
Q3 | $2.64M | Buy |
17,784
+5,590
| +46% | +$850K | 0.3% | 79 |
|
|
2019
Q2 | $1.85M | Buy |
12,194
+1,285
| +12% | +$201K | 0.8% | 33 |
|
|
2019
Q1 | $1.73M | Buy |
10,909
+1,635
| +18% | +$253K | 0.86% | 34 |
|
|
2018
Q4 | $1.27M | Buy |
9,274
+5,373
| +138% | +$739K | 0.74% | 39 |
|
|
2018
Q3 | $620K | Buy |
3,901
+1,569
| +67% | +$233K | 0.33% | 78 |
|
|
2018
Q2 | $318K | Buy |
2,332
+512
| +28% | +$65.3K | 0.19% | 152 |
|
|
2018
Q1 | $212K | Buy |
+1,820
| New | +$209K | 0.19% | 171 |
|
|
2016
Q4 | – | Sell |
-4,029
| Closed | -$287K | – | 96 |
|
|
2016
Q3 | $287K | Sell |
4,029
-401
| -9% | -$31.3K | 0.35% | 68 |
|
|
2016
Q2 | $352K | Buy |
+4,430
| New | +$348K | 0.46% | 48 |
|
Other funds holding CRM
VCM
VPM
Sunbelt Securities's CRM Position: Q1 2026 in Review
Sunbelt Securities increased its Salesforce (CRM) stake by 2.4% in Q1 2026, buying an estimated $21.3K and bringing the position to 4,385 shares worth $819K. The position accounts for 0.05% of the portfolio, ranked #299.
Sunbelt Securities first reported a position in CRM in Q2 2016 and has held it in 35 quarters since. The position peaked at $2.87M in Q4 2019. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Sunbelt Securities held 4,385 shares of Salesforce worth $819K as of Q1 2026.
- Sunbelt Securities bought 103 Salesforce shares in Q1 2026, an estimated $21.3K.
- Salesforce made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #299 holding.
- Sunbelt Securities first reported a position in Salesforce in Q2 2016 and has held it in 35 quarters since.
- Sunbelt Securities's Salesforce position peaked at $2.87M in Q4 2019.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.