TRUE Private Wealth 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 | $896K | Sell |
5,717
-241
| -4% | -$42.4K | 0.08% | 135 |
|
|
2026
Q1 | $1.11M | Sell |
5,958
-69
| -1% | -$14.3K | 0.11% | 115 |
|
|
2025
Q4 | $1.6M | Buy |
6,027
+19
| +0.3% | +$4.72K | 0.16% | 90 |
|
|
2025
Q3 | $1.42M | Sell |
6,008
-22
| -0.4% | -$5.55K | 0.15% | 97 |
|
|
2025
Q2 | $1.64M | Buy |
6,030
+7
| +0.1% | +$1.87K | 0.18% | 81 |
|
|
2025
Q1 | $1.62M | Buy |
6,023
+158
| +3% | +$49.1K | 0.2% | 74 |
|
|
2024
Q4 | $1.96M | Buy |
5,865
+1
| +0% | +$319 | 0.24% | 68 |
|
|
2024
Q3 | $1.61M | Sell |
5,864
-31
| -0.5% | -$7.94K | 0.19% | 75 |
|
|
2024
Q2 | $1.52M | Buy |
5,895
+35
| +0.6% | +$9.37K | 0.17% | 79 |
|
|
2024
Q1 | $1.76M | Sell |
5,860
-45
| -0.8% | -$13K | 0.2% | 68 |
|
|
2023
Q4 | $1.55M | Sell |
5,905
-489
| -8% | -$111K | 0.2% | 72 |
|
|
2023
Q3 | $1.3M | Buy |
6,394
+122
| +2% | +$26.4K | 0.18% | 79 |
|
|
2023
Q2 | $1.33M | Sell |
6,272
-103
| -2% | -$21K | 0.2% | 72 |
|
|
2023
Q1 | $1.27M | Buy |
6,375
+19
| +0.3% | +$3.21K | 0.19% | 69 |
|
|
2022
Q4 | $843K | Sell |
6,356
-198
| -3% | -$28.9K | 0.13% | 82 |
|
|
2022
Q3 | $942K | Sell |
6,554
-84
| -1% | -$14.2K | 0.14% | 73 |
|
|
2022
Q2 | $1.09M | Sell |
6,638
-346
| -5% | -$61.1K | 0.16% | 72 |
|
|
2022
Q1 | $1.29M | Sell |
6,984
-933
| -12% | -$201K | 0.18% | 70 |
|
|
2021
Q4 | $2.01M | Buy |
7,917
+222
| +3% | +$62.4K | 0.29% | 58 |
|
|
2021
Q3 | $2.09M | Buy |
7,695
+5
| +0.1% | +$1.27K | 0.3% | 57 |
|
|
2021
Q2 | $1.88M | Buy |
7,690
+93
| +1% | +$21.4K | 0.28% | 60 |
|
|
2021
Q1 | $1.61M | Buy |
7,597
+72
| +1% | +$16K | 0.26% | 62 |
|
|
2020
Q4 | $1.67M | Buy |
7,525
+36
| +0.5% | +$8.76K | 0.28% | 57 |
|
|
2020
Q3 | $1.88M | Sell |
7,489
-5
| -0.1% | -$1.09K | 0.32% | 50 |
|
|
2020
Q2 | $1.4M | Buy |
7,494
+364
| +5% | +$61.3K | 0.26% | 66 |
|
|
2020
Q1 | $1.03M | Sell |
7,130
-28
| -0.4% | -$4.8K | 0.22% | 64 |
|
|
2019
Q4 | $1.16M | Buy |
7,158
+1,128
| +19% | +$177K | 0.18% | 77 |
|
|
2019
Q3 | $895K | Sell |
6,030
-24
| -0.4% | -$3.65K | 0.15% | 85 |
|
|
2019
Q2 | $918K | Sell |
6,054
-85
| -1% | -$13.3K | 0.16% | 83 |
|
|
2019
Q1 | $972K | Sell |
6,139
-215
| -3% | -$33.3K | 0.19% | 83 |
|
|
2018
Q4 | $870K | Sell |
6,354
-199
| -3% | -$27.4K | 0.15% | 96 |
|
|
2018
Q3 | $1.04M | Buy |
6,553
+81
| +1% | +$12K | 0.15% | 98 |
|
|
2018
Q2 | $882K | Buy |
6,472
+482
| +8% | +$61.5K | 0.14% | 102 |
|
|
2018
Q1 | $696K | Sell |
5,990
-100
| -2% | -$11.5K | 0.12% | 107 |
|
|
2017
Q4 | $622K | Buy |
6,090
+80
| +1% | +$8.15K | 0.11% | 107 |
|
|
2017
Q3 | $561K | Hold |
6,010
| – | – | 0.13% | 76 |
|
|
2017
Q2 | $520K | Buy |
6,010
+126
| +2% | +$11K | 0.12% | 83 |
|
|
2017
Q1 | $496K | Sell |
5,884
-171
| -3% | -$13.7K | 0.11% | 81 |
|
|
2016
Q4 | $475K | Buy |
6,055
+271
| +5% | +$19.7K | 0.12% | 83 |
|
|
2016
Q3 | $408K | Buy |
5,784
+158
| +3% | +$12.3K | 0.13% | 85 |
|
|
2016
Q2 | $446K | Hold |
5,626
| – | – | 0.15% | 74 |
|
|
2016
Q1 | $415K | Buy |
5,626
+142
| +3% | +$9.78K | 0.16% | 70 |
|
|
2015
Q4 | $430K | Buy |
+5,484
| New | +$428K | 0.19% | 62 |
|
Other funds holding CRM
TRUE Private Wealth Advisors's CRM Position: Q2 2026 in Review
TRUE Private Wealth Advisors reduced its Salesforce (CRM) stake by 4% in Q2 2026, selling an estimated $42.4K and leaving 5,717 shares worth $896K. The position accounts for 0.08% of the portfolio, ranked #135.
TRUE Private Wealth Advisors first reported a position in CRM in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.09M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- TRUE Private Wealth Advisors held 5,717 shares of Salesforce worth $896K as of Q2 2026.
- TRUE Private Wealth Advisors sold 241 Salesforce shares in Q2 2026, an estimated $42.4K.
- Salesforce made up 0.08% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #135 holding.
- TRUE Private Wealth Advisors first reported a position in Salesforce in Q4 2015 and has held it in 43 quarters since.
- TRUE Private Wealth Advisors's Salesforce position peaked at $2.09M in Q3 2021.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.