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Thompson Davis & Co’s Salesforce CRM Stock Holding History

Thompson Davis & Co’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,000
Closed -$265K – 151
2025
Q4 		$265K Buy
+1,000
New +$249K 0.16% 111
2018
Q3 		$523K Buy
3,290
+185
+6% +$27.5K 1.14% 15
2018
Q2 		$424K Buy
3,105
+280
+10% +$35.7K 1.01% 19
2018
Q1 		$329K Buy
2,825
+100
+4% +$11.5K 0.87% 26
2017
Q4 		$279K Sell
2,725
-847
-24% -$86.3K 0.66% 30
2017
Q3 		$334K Buy
3,572
+409
+13% +$37.6K 0.59% 32
2017
Q2 		$274K Buy
3,163
+18
+0.6% +$1.57K 0.44% 56
2017
Q1 		$259K Buy
3,145
+2,946
+1,480% +$235K 0.37% 65
2016
Q4 		$14K Buy
199
+99
+99% +$7.18K 0.02% 610
2016
Q3 		$7K Sell
100
-117
-54% -$9.13K 0.01% 742
2016
Q2 		$17K Buy
217
+144
+197% +$11.3K 0.03% 506
2016
Q1 		$5K Sell
73
-1,012
-93% -$69.7K 0.01% 777
2015
Q4 		$85K Sell
1,085
-876
-45% -$68.4K 0.12% 179
2015
Q3 		$136K Sell
1,961
-201
-9% -$14.2K 0.19% 121
2015
Q2 		$151K Buy
2,162
+1,552
+254% +$111K 0.17% 134
2015
Q1 		$41K Buy
610
+430
+239% +$26.7K 0.05% 334
2014
Q4 		$11K Buy
180
+71
+65% +$4.19K 0.01% 704
2014
Q3 		$6K Buy
+109
New +$6.14K 0.01% 834
2014
Q2 		– Sell
-2,150
Closed -$123K – 775
2014
Q1 		$123K Buy
2,150
+525
+32% +$31.4K 0.2% 125
2013
Q4 		$90K Buy
+1,625
New +$86.9K 0.14% 174

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Thompson Davis & Co's CRM Position: Q1 2026 in Review

Thompson Davis & Co sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,000 shares — an estimated $265K sold.

Thompson Davis & Co first reported a position in CRM in Q4 2013 and held it in 20 quarters. The position peaked at $523K in Q3 2018. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Thompson Davis & Co reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Thompson Davis & Co sold 1,000 Salesforce shares in Q1 2026, an estimated $265K.
  • Thompson Davis & Co first reported a position in Salesforce in Q4 2013 and held it in 20 quarters.
  • Thompson Davis & Co's Salesforce position peaked at $523K in Q3 2018.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Thompson Davis & Co's 13F filing for Q1 2026, filed 16 Apr 2026.