Toth Financial Advisory’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 | $10.3K | Hold |
66
| – | – | ﹤0.01% | 573 |
|
|
2026
Q1 | $12.3K | Buy |
66
+41
| +164% | +$8.49K | ﹤0.01% | 539 |
|
|
2025
Q4 | $6.62K | Buy |
+25
| New | +$6.21K | ﹤0.01% | 605 |
|
|
2025
Q3 | – | Sell |
-31
| Closed | -$8.45K | – | 777 |
|
|
2025
Q2 | $8.45K | Sell |
31
-1,300
| -98% | -$348K | ﹤0.01% | 509 |
|
|
2025
Q1 | $357K | Buy |
+1,331
| New | +$414K | 0.04% | 179 |
|
|
2024
Q4 | – | Sell |
-20
| Closed | -$5.47K | – | 710 |
|
|
2024
Q3 | $5.47K | Buy |
20
+14
| +233% | +$3.59K | ﹤0.01% | 511 |
|
|
2024
Q2 | $1.54K | Buy |
+6
| New | +$1.61K | ﹤0.01% | 641 |
|
|
2024
Q1 | – | Sell |
-23
| Closed | -$6.05K | – | 728 |
|
|
2023
Q4 | $6.05K | Hold |
23
| – | – | ﹤0.01% | 509 |
|
|
2023
Q3 | $4.66K | Sell |
23
-24
| -51% | -$5.19K | ﹤0.01% | 542 |
|
|
2023
Q2 | $9.93K | Sell |
47
-1,295
| -96% | -$264K | ﹤0.01% | 469 |
|
|
2023
Q1 | $268K | Buy |
+1,342
| New | +$227K | 0.04% | 174 |
|
|
2022
Q4 | – | Sell |
-60
| Closed | -$9K | – | 737 |
|
|
2022
Q3 | $9K | Sell |
60
-1,337
| -96% | -$227K | ﹤0.01% | 471 |
|
|
2022
Q2 | $231K | Buy |
1,397
+1,337
| +2,228% | +$236K | 0.04% | 170 |
|
|
2022
Q1 | $13K | Hold |
60
| – | – | ﹤0.01% | 436 |
|
|
2021
Q4 | $15K | Hold |
60
| – | – | ﹤0.01% | 429 |
|
|
2021
Q3 | $16K | Hold |
60
| – | – | ﹤0.01% | 423 |
|
|
2021
Q2 | $15K | Sell |
60
-20
| -25% | -$4.61K | ﹤0.01% | 410 |
|
|
2021
Q1 | $17K | Hold |
80
| – | – | ﹤0.01% | 403 |
|
|
2020
Q4 | $18K | Sell |
80
-50
| -38% | -$12.2K | ﹤0.01% | 355 |
|
|
2020
Q3 | $33K | Buy |
130
+20
| +18% | +$4.38K | 0.01% | 265 |
|
|
2020
Q2 | $21K | Sell |
110
-310
| -74% | -$52.2K | ﹤0.01% | 278 |
|
|
2020
Q1 | $60K | Buy |
420
+360
| +600% | +$61.7K | 0.02% | 170 |
|
|
2019
Q4 | $10K | Sell |
60
-160
| -73% | -$25.1K | ﹤0.01% | 297 |
|
|
2019
Q3 | $33K | Sell |
220
-1,900
| -90% | -$289K | 0.01% | 240 |
|
|
2019
Q2 | $322K | Buy |
2,120
+1,960
| +1,225% | +$307K | 0.07% | 135 |
|
|
2019
Q1 | $25K | Hold |
160
| – | – | 0.01% | 249 |
|
|
2018
Q4 | $22K | Hold |
160
| – | – | 0.01% | 229 |
|
|
2018
Q3 | $25K | Hold |
160
| – | – | 0.01% | 244 |
|
|
2018
Q2 | $22K | Hold |
160
| – | – | 0.01% | 260 |
|
|
2018
Q1 | $19K | Buy |
+160
| New | +$18.4K | ﹤0.01% | 270 |
|
Other funds holding CRM
Toth Financial Advisory's CRM Position: Q2 2026 in Review
Toth Financial Advisory held its Salesforce (CRM) position steady in Q2 2026 at 66 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #573.
Toth Financial Advisory first reported a position in CRM in Q1 2018 and has held it in 30 quarters since. The position peaked at $357K in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Toth Financial Advisory held 66 shares of Salesforce worth $10.3K as of Q2 2026.
- Toth Financial Advisory left its Salesforce share count unchanged in Q2 2026.
- Salesforce made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #573 holding.
- Toth Financial Advisory first reported a position in Salesforce in Q1 2018 and has held it in 30 quarters since.
- Toth Financial Advisory's Salesforce position peaked at $357K in Q1 2025.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.