Van Strum & Towne’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.55M Buy
24,390
+30
+0.1% +$6.22K 1.33% 28
2025
Q4
$6.45M Hold
24,360
1.81% 20
2025
Q3
$5.77M Buy
24,360
+1,260
+5% +$318K 1.7% 21
2025
Q2
$6.3M Buy
23,100
+150
+0.7% +$40.1K 1.99% 17
2025
Q1
$6.16M Sell
22,950
-159
-0.7% -$49.5K 2.07% 15
2024
Q4
$7.73M Buy
23,109
+166
+0.7% +$53K 2.72% 11
2024
Q3
$6.28M Buy
22,943
+40
+0.2% +$10.2K 2.17% 14
2024
Q2
$5.89M Buy
22,903
+4
+0% +$1.07K 2.14% 15
2024
Q1
$6.9M Sell
22,899
-210
-0.9% -$60.6K 2.52% 13
2023
Q4
$6.08M Sell
23,109
-55
-0.2% -$12.4K 2.38% 13
2023
Q3
$4.7M Sell
23,164
-115
-0.5% -$24.8K 1.98% 18
2023
Q2
$4.92M Buy
23,279
+380
+2% +$77.6K 2.03% 15
2023
Q1
$4.57M Buy
22,899
+600
+3% +$101K 1.95% 17
2022
Q4
$2.96M Sell
22,299
-739
-3% -$108K 1.27% 27
2022
Q3
$3.31M Sell
23,038
-343
-1% -$58.2K 1.53% 23
2022
Q2
$3.86M Buy
23,381
+141
+0.6% +$24.9K 1.64% 21
2022
Q1
$4.93M Buy
23,240
+181
+0.8% +$39K 1.85% 19
2021
Q4
$5.86M Buy
23,059
+175
+0.8% +$49.2K 2.12% 16
2021
Q3
$6.21M Buy
22,884
+7,852
+52% +$1.99M 2.45% 15
2021
Q2
$3.67M Sell
15,032
-100
-0.7% -$23K 1.76% 19
2021
Q1
$3.21M Buy
15,132
+325
+2% +$72.4K 1.62% 20
2020
Q4
$3.29M Buy
14,807
+13,857
+1,459% +$3.37M 1.83% 17
2020
Q3
$239K Buy
+950
New +$208K 0.16% 70

Other funds holding CRM

Van Strum & Towne's CRM Position: Q1 2026 in Review

Van Strum & Towne increased its Salesforce (CRM) stake by 0.12% in Q1 2026, buying an estimated $6.22K and bringing the position to 24,390 shares worth $4.55M. The position accounts for 1.33% of the portfolio, ranked #28.

Van Strum & Towne first reported a position in CRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.73M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Van Strum & Towne held 24,390 shares of Salesforce worth $4.55M as of Q1 2026.
  • Van Strum & Towne bought 30 Salesforce shares in Q1 2026, an estimated $6.22K.
  • Salesforce made up 1.33% of Van Strum & Towne's portfolio in Q1 2026, its #28 holding.
  • Van Strum & Towne first reported a position in Salesforce in Q3 2020 and has held it in 23 quarters since.
  • Van Strum & Towne's Salesforce position peaked at $7.73M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.