Tiemann Investment Advisors’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 | $1.37M | Sell |
8,755
-765
| -8% | -$135K | 0.5% | 49 |
|
|
2026
Q1 | $1.78M | Sell |
9,520
-60
| -0.6% | -$12.4K | 0.7% | 32 |
|
|
2025
Q4 | $2.54M | Sell |
9,580
-175
| -2% | -$43.5K | 0.99% | 19 |
|
|
2025
Q3 | $2.31M | Sell |
9,755
-271
| -3% | -$68.3K | 0.88% | 22 |
|
|
2025
Q2 | $2.73M | Buy |
10,026
+200
| +2% | +$53.5K | 1.12% | 15 |
|
|
2025
Q1 | $2.64M | Sell |
9,826
-50
| -0.5% | -$15.6K | 1.2% | 15 |
|
|
2024
Q4 | $3.3M | Buy |
9,876
+186
| +2% | +$59.4K | 1.47% | 14 |
|
|
2024
Q3 | $2.65M | Sell |
9,690
-185
| -2% | -$47.4K | 1.14% | 16 |
|
|
2024
Q2 | $2.54M | Sell |
9,875
-313
| -3% | -$83.8K | 1.13% | 16 |
|
|
2024
Q1 | $3.07M | Hold |
10,188
| – | – | 1.37% | 15 |
|
|
2023
Q4 | $2.68M | Buy |
10,188
+248
| +2% | +$56.1K | 1.3% | 15 |
|
|
2023
Q3 | $2.02M | Sell |
9,940
-15
| -0.2% | -$3.24K | 1.08% | 19 |
|
|
2023
Q2 | $2.1M | Buy |
9,955
+195
| +2% | +$39.8K | 1.07% | 19 |
|
|
2023
Q1 | $1.95M | Buy |
9,760
+135
| +1% | +$22.8K | 1.07% | 17 |
|
|
2022
Q4 | $1.28M | Buy |
9,625
+415
| +5% | +$60.6K | 0.75% | 32 |
|
|
2022
Q3 | $1.32M | Buy |
9,210
+190
| +2% | +$32.2K | 0.86% | 32 |
|
|
2022
Q2 | $1.49M | Buy |
9,020
+120
| +1% | +$21.2K | 0.79% | 33 |
|
|
2022
Q1 | $1.89M | Sell |
8,900
-70
| -0.8% | -$15.1K | 0.87% | 26 |
|
|
2021
Q4 | $2.28M | Sell |
8,970
-45
| -0.5% | -$12.6K | 0.96% | 20 |
|
|
2021
Q3 | $2.44M | Sell |
9,015
-165
| -2% | -$41.9K | 1.16% | 17 |
|
|
2021
Q2 | $2.24M | Buy |
9,180
+20
| +0.2% | +$4.61K | 1.05% | 20 |
|
|
2021
Q1 | $1.94M | Sell |
9,160
-30
| -0.3% | -$6.68K | 0.97% | 22 |
|
|
2020
Q4 | $2.04M | Buy |
9,190
+200
| +2% | +$48.6K | 1.09% | 19 |
|
|
2020
Q3 | $2.26M | Hold |
8,990
| – | – | 1.4% | 14 |
|
|
2020
Q2 | $1.68M | Buy |
8,990
+175
| +2% | +$29.5K | 1.15% | 20 |
|
|
2020
Q1 | $1.27M | Buy |
8,815
+75
| +0.9% | +$12.9K | 1.1% | 22 |
|
|
2019
Q4 | $1.42M | Hold |
8,740
| – | – | 0.97% | 25 |
|
|
2019
Q3 | $1.3M | Buy |
8,740
+25
| +0.3% | +$3.8K | 0.94% | 29 |
|
|
2019
Q2 | $1.32M | Buy |
8,715
+50
| +0.6% | +$7.84K | 0.96% | 26 |
|
|
2019
Q1 | $1.37M | Buy |
8,665
+300
| +4% | +$46.5K | 1.04% | 29 |
|
|
2018
Q4 | $1.15M | Sell |
8,365
-25
| -0.3% | -$3.44K | 1.03% | 30 |
|
|
2018
Q3 | $1.33M | Hold |
8,390
| – | – | 1.01% | 28 |
|
|
2018
Q2 | $1.14M | Hold |
8,390
| – | – | 0.92% | 32 |
|
|
2018
Q1 | $976K | Sell |
8,390
-750
| -8% | -$86.1K | 0.79% | 37 |
|
|
2017
Q4 | $934K | Hold |
9,140
| – | – | 0.74% | 39 |
|
|
2017
Q3 | $854K | Hold |
9,140
| – | – | 0.72% | 40 |
|
|
2017
Q2 | $792K | Hold |
9,140
| – | – | 0.71% | 40 |
|
|
2017
Q1 | $754K | Hold |
9,140
| – | – | 0.7% | 44 |
|
|
2016
Q4 | $626K | Sell |
9,140
-150
| -2% | -$10.9K | 0.61% | 53 |
|
|
2016
Q3 | $663K | Sell |
9,290
-100
| -1% | -$7.8K | 0.61% | 50 |
|
|
2016
Q2 | $746K | Buy |
9,390
+150
| +2% | +$11.8K | 0.7% | 45 |
|
|
2016
Q1 | $682K | Sell |
9,240
-86
| -0.9% | -$5.92K | 0.67% | 47 |
|
|
2015
Q4 | $731K | Buy |
9,326
+100
| +1% | +$7.81K | 0.74% | 39 |
|
|
2015
Q3 | $641K | Buy |
9,226
+50
| +0.5% | +$3.54K | 0.7% | 43 |
|
|
2015
Q2 | $639K | Buy |
9,176
+200
| +2% | +$14.2K | 0.66% | 49 |
|
|
2015
Q1 | $600K | Buy |
8,976
+40
| +0.4% | +$2.48K | 0.62% | 55 |
|
|
2014
Q4 | $530K | Hold |
8,936
| – | – | 0.57% | 60 |
|
|
2014
Q3 | $514K | Hold |
8,936
| – | – | 0.57% | 57 |
|
|
2014
Q2 | $519K | Hold |
8,936
| – | – | 0.58% | 58 |
|
|
2014
Q1 | $510K | Buy |
+8,936
| New | +$534K | 0.57% | 58 |
|
Other funds holding CRM
Tiemann Investment Advisors's CRM Position: Q2 2026 in Review
Tiemann Investment Advisors reduced its Salesforce (CRM) stake by 8% in Q2 2026, selling an estimated $135K and leaving 8,755 shares worth $1.37M. The position accounts for 0.5% of the portfolio, ranked #49.
Tiemann Investment Advisors first reported a position in CRM in Q1 2014 and has held it in 50 quarters since. The position peaked at $3.3M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Tiemann Investment Advisors held 8,755 shares of Salesforce worth $1.37M as of Q2 2026.
- Tiemann Investment Advisors sold 765 Salesforce shares in Q2 2026, an estimated $135K.
- Salesforce made up 0.5% of Tiemann Investment Advisors's portfolio in Q2 2026, its #49 holding.
- Tiemann Investment Advisors first reported a position in Salesforce in Q1 2014 and has held it in 50 quarters since.
- Tiemann Investment Advisors's Salesforce position peaked at $3.3M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.