Wealth Advisors of Tampa Bay’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 | $2.85M | Buy |
15,256
+400
| +3% | +$82.9K | 0.94% | 37 |
|
|
2025
Q4 | $3.94M | Sell |
14,856
-925
| -6% | -$230K | 1.36% | 30 |
|
|
2025
Q3 | $3.74M | Buy |
15,781
+130
| +0.8% | +$32.8K | 1.25% | 36 |
|
|
2025
Q2 | $4.27M | Buy |
15,651
+200
| +1% | +$53.5K | 1.61% | 24 |
|
|
2025
Q1 | $4.15M | Buy |
15,451
+450
| +3% | +$140K | 1.69% | 22 |
|
|
2024
Q4 | $5.02M | Sell |
15,001
-3,053
| -17% | -$974K | 2.15% | 17 |
|
|
2024
Q3 | $4.94M | Sell |
18,054
-304
| -2% | -$77.9K | 2.06% | 14 |
|
|
2024
Q2 | $4.72M | Buy |
18,358
+155
| +0.9% | +$41.5K | 2.2% | 12 |
|
|
2024
Q1 | $5.48M | Sell |
18,203
-927
| -5% | -$267K | 2.6% | 7 |
|
|
2023
Q4 | $5.03M | Sell |
19,130
-17,800
| -48% | -$4.03M | 2.53% | 8 |
|
|
2023
Q3 | $7.49M | Buy |
36,930
+18,390
| +99% | +$3.97M | 2.06% | 16 |
|
|
2023
Q2 | $3.92M | Buy |
18,540
+23
| +0.1% | +$4.7K | 2.15% | 18 |
|
|
2023
Q1 | $3.7M | Buy |
18,517
+702
| +4% | +$119K | 2.12% | 16 |
|
|
2022
Q4 | $2.36M | Sell |
17,815
-298
| -2% | -$43.5K | 1.46% | 32 |
|
|
2022
Q3 | $2.6M | Sell |
18,113
-17,523
| -49% | -$2.97M | 1.79% | 25 |
|
|
2022
Q2 | $5.88M | Buy |
35,636
+5,830
| +20% | +$1.03M | 1.82% | 26 |
|
|
2022
Q1 | $6.33M | Buy |
29,806
+3,220
| +12% | +$693K | 1.71% | 26 |
|
|
2021
Q4 | $6.76M | Buy |
26,586
+13,434
| +102% | +$3.77M | 1.66% | 22 |
|
|
2021
Q3 | $3.57M | Sell |
13,152
-477
| -3% | -$121K | 1.97% | 14 |
|
|
2021
Q2 | $3.33M | Buy |
13,629
+412
| +3% | +$95K | 1.85% | 20 |
|
|
2021
Q1 | $2.8M | Buy |
13,217
+631
| +5% | +$140K | 1.66% | 24 |
|
|
2020
Q4 | $2.8M | Sell |
12,586
-1,463
| -10% | -$356K | 1.95% | 19 |
|
|
2020
Q3 | $3.53M | Sell |
14,049
-34
| -0.2% | -$7.44K | 2.62% | 6 |
|
|
2020
Q2 | $2.64M | Buy |
14,083
+2,347
| +20% | +$395K | 2.2% | 17 |
|
|
2020
Q1 | $1.69M | Sell |
11,736
-115
| -1% | -$19.7K | 1.89% | 22 |
|
|
2019
Q4 | $1.93M | Buy |
11,851
+629
| +6% | +$98.6K | 1.77% | 28 |
|
|
2019
Q3 | $1.67M | Sell |
11,222
-30
| -0.3% | -$4.56K | 1.38% | 36 |
|
|
2019
Q2 | $1.71M | Sell |
11,252
-1,873
| -14% | -$294K | 1.24% | 36 |
|
|
2019
Q1 | $2.08M | Buy |
13,125
+35
| +0.3% | +$5.42K | 1.51% | 30 |
|
|
2018
Q4 | $1.79M | Sell |
13,090
-135
| -1% | -$18.6K | 1.46% | 31 |
|
|
2018
Q3 | $2.1M | Sell |
13,225
-1,920
| -13% | -$285K | 1.47% | 33 |
|
|
2018
Q2 | $2.13M | Buy |
15,145
+245
| +2% | +$31.3K | 1.63% | 27 |
|
|
2018
Q1 | $1.73M | Buy |
14,900
+245
| +2% | +$28.1K | 1.25% | 35 |
|
|
2017
Q4 | $1.6M | Buy |
+14,655
| New | +$1.49M | 1.1% | 38 |
|
Other funds holding CRM
VCM
VPM
Wealth Advisors of Tampa Bay's CRM Position: Q1 2026 in Review
Wealth Advisors of Tampa Bay increased its Salesforce (CRM) stake by 2.7% in Q1 2026, buying an estimated $82.9K and bringing the position to 15,256 shares worth $2.85M. The position accounts for 0.94% of the portfolio, ranked #37.
Wealth Advisors of Tampa Bay first reported a position in CRM in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.49M in Q3 2023. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Wealth Advisors of Tampa Bay held 15,256 shares of Salesforce worth $2.85M as of Q1 2026.
- Wealth Advisors of Tampa Bay bought 400 Salesforce shares in Q1 2026, an estimated $82.9K.
- Salesforce made up 0.94% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #37 holding.
- Wealth Advisors of Tampa Bay first reported a position in Salesforce in Q4 2017 and has held it in 34 quarters since.
- Wealth Advisors of Tampa Bay's Salesforce position peaked at $7.49M in Q3 2023.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.