SVB Wealth’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 | $673K | Sell |
4,295
-60
| -1% | -$10.6K | 0.04% | 238 |
|
|
2026
Q1 | $813K | Sell |
4,355
-1,108
| -20% | -$230K | 0.05% | 210 |
|
|
2025
Q4 | $1.45M | Sell |
5,463
-1,000
| -15% | -$249K | 0.09% | 173 |
|
|
2025
Q3 | $1.53M | Sell |
6,463
-2,502
| -28% | -$631K | 0.08% | 175 |
|
|
2025
Q2 | $2.44M | Sell |
8,965
-8,107
| -47% | -$2.17M | 0.13% | 142 |
|
|
2025
Q1 | $4.58M | Buy |
17,072
+803
| +5% | +$250K | 0.19% | 66 |
|
|
2024
Q4 | $5.44M | Buy |
+16,269
| New | +$5.19M | 0.1% | 133 |
|
|
2024
Q3 | – | Sell |
-16,834
| Closed | -$4.33M | – | 136 |
|
|
2024
Q2 | $4.33M | Sell |
16,834
-3,681
| -18% | -$985K | 0.11% | 165 |
|
|
2024
Q1 | $6.18M | Sell |
20,515
-1,354
| -6% | -$391K | 0.14% | 148 |
|
|
2023
Q4 | $5.75M | Buy |
21,869
+2,372
| +12% | +$537K | 0.14% | 154 |
|
|
2023
Q3 | $3.95M | Sell |
19,497
-1,528
| -7% | -$330K | 0.09% | 163 |
|
|
2023
Q2 | $4.44M | Sell |
21,025
-25,304
| -55% | -$5.17M | 0.08% | 164 |
|
|
2023
Q1 | $9.26M | Buy |
46,329
+541
| +1% | +$91.4K | 0.13% | 129 |
|
|
2022
Q4 | $6.07M | Sell |
45,788
-10,357
| -18% | -$1.51M | 0.08% | 162 |
|
|
2022
Q3 | $8.08M | Sell |
56,145
-2,280
| -4% | -$387K | 0.12% | 133 |
|
|
2022
Q2 | $9.64M | Sell |
58,425
-34,101
| -37% | -$6.03M | 0.15% | 107 |
|
|
2022
Q1 | $19.6M | Sell |
92,526
-9,214
| -9% | -$1.98M | 0.26% | 73 |
|
|
2021
Q4 | $25.9M | Buy |
101,740
+4,764
| +5% | +$1.34M | 0.42% | 55 |
|
|
2021
Q3 | $26.3M | Buy |
96,976
+1,136
| +1% | +$288K | 0.34% | 55 |
|
|
2021
Q2 | $23.4M | Buy |
95,840
+2,369
| +3% | +$546K | 0.3% | 64 |
|
|
2021
Q1 | $19.8M | Buy |
93,471
+809
| +0.9% | +$180K | 0.28% | 70 |
|
|
2020
Q4 | $20.6M | Buy |
92,662
+1,691
| +2% | +$411K | 0.3% | 59 |
|
|
2020
Q3 | $22.9M | Buy |
90,971
+5,790
| +7% | +$1.27M | 0.38% | 48 |
|
|
2020
Q2 | $16M | Buy |
85,181
+2,495
| +3% | +$420K | 0.3% | 59 |
|
|
2020
Q1 | $11.9M | Sell |
82,686
-3,703
| -4% | -$635K | 0.29% | 58 |
|
|
2019
Q4 | $14.1M | Sell |
86,389
-1,396
| -2% | -$219K | 0.26% | 70 |
|
|
2019
Q3 | $13M | Sell |
87,785
-4,824
| -5% | -$733K | 0.26% | 71 |
|
|
2019
Q2 | $14.1M | Sell |
92,609
-8,057
| -8% | -$1.26M | 0.47% | 57 |
|
|
2019
Q1 | $15.9M | Sell |
100,666
-31,981
| -24% | -$4.96M | 0.63% | 50 |
|
|
2018
Q4 | $18.2M | Buy |
132,647
+233
| +0.2% | +$32K | 0.78% | 38 |
|
|
2018
Q3 | $21.1M | Buy |
132,414
+4,406
| +3% | +$654K | 0.74% | 41 |
|
|
2018
Q2 | $17.5M | Buy |
128,008
+103,857
| +430% | +$13.3M | 0.67% | 47 |
|
|
2018
Q1 | $2.81M | Buy |
24,151
+7,935
| +49% | +$911K | 0.11% | 145 |
|
|
2017
Q4 | $1.66M | Buy |
16,216
+873
| +6% | +$89K | 0.06% | 203 |
|
|
2017
Q3 | $1.43M | Buy |
15,343
+2,736
| +22% | +$252K | 0.06% | 218 |
|
|
2017
Q2 | $1.09M | Buy |
12,607
+38
| +0.3% | +$3.31K | 0.04% | 240 |
|
|
2017
Q1 | $1.04M | Sell |
12,569
-1,617
| -11% | -$129K | 0.04% | 240 |
|
|
2016
Q4 | $971K | Sell |
14,186
-514
| -3% | -$37.3K | 0.04% | 248 |
|
|
2016
Q3 | $1.05M | Sell |
14,700
-1,126
| -7% | -$87.8K | 0.04% | 243 |
|
|
2016
Q2 | $1.26M | Sell |
15,826
-6,273
| -28% | -$492K | 0.05% | 224 |
|
|
2016
Q1 | $1.63M | Sell |
22,099
-4,292
| -16% | -$296K | 0.07% | 209 |
|
|
2015
Q4 | $2.07M | Sell |
26,391
-6,552
| -20% | -$512K | 0.08% | 199 |
|
|
2015
Q3 | $2.29M | Buy |
32,943
+2,482
| +8% | +$176K | 0.09% | 195 |
|
|
2015
Q2 | $2.12M | Buy |
+30,461
| New | +$2.17M | 0.07% | 230 |
|
Other funds holding CRM
SVB Wealth's CRM Position: Q2 2026 in Review
SVB Wealth reduced its Salesforce (CRM) stake by 1.4% in Q2 2026, selling an estimated $10.6K and leaving 4,295 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #238.
SVB Wealth first reported a position in CRM in Q2 2015 and has held it in 44 quarters since. The position peaked at $26.3M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- SVB Wealth held 4,295 shares of Salesforce worth $673K as of Q2 2026.
- SVB Wealth sold 60 Salesforce shares in Q2 2026, an estimated $10.6K.
- Salesforce made up 0.04% of SVB Wealth's portfolio in Q2 2026, its #238 holding.
- SVB Wealth first reported a position in Salesforce in Q2 2015 and has held it in 44 quarters since.
- SVB Wealth's Salesforce position peaked at $26.3M in Q3 2021.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.