West Branch Capital’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 | $66.7K | Buy |
426
+116
| +37% | +$20.4K | 0.02% | 126 |
|
|
2026
Q1 | $57.8K | Sell |
310
-6,580
| -96% | -$1.36M | 0.02% | 128 |
|
|
2025
Q4 | $1.83M | Sell |
6,890
-645
| -9% | -$160K | 0.47% | 37 |
|
|
2025
Q3 | $1.79M | Buy |
7,535
+803
| +12% | +$203K | 0.47% | 37 |
|
|
2025
Q2 | $1.84M | Buy |
6,732
+861
| +15% | +$230K | 0.54% | 37 |
|
|
2025
Q1 | $1.58M | Buy |
5,871
+1,648
| +39% | +$513K | 0.53% | 38 |
|
|
2024
Q4 | $1.41M | Buy |
4,223
+1,576
| +60% | +$503K | 0.45% | 38 |
|
|
2024
Q3 | $724K | Buy |
2,647
+929
| +54% | +$238K | 0.25% | 50 |
|
|
2024
Q2 | $442K | Buy |
1,718
+334
| +24% | +$89.4K | 0.16% | 58 |
|
|
2024
Q1 | $417K | Buy |
1,384
+671
| +94% | +$194K | 0.17% | 59 |
|
|
2023
Q4 | $188K | Buy |
713
+445
| +166% | +$101K | 0.09% | 79 |
|
|
2023
Q3 | $54.3K | Buy |
268
+3
| +1% | +$648 | 0.03% | 154 |
|
|
2023
Q2 | $56K | Buy |
265
+244
| +1,162% | +$49.8K | 0.03% | 155 |
|
|
2023
Q1 | $2.74K | Hold |
21
| – | – | ﹤0.01% | 386 |
|
|
2022
Q4 | $2.74K | Sell |
21
-7,935
| -100% | -$1.16M | ﹤0.01% | 381 |
|
|
2022
Q3 | $1.14M | Buy |
7,956
+57
| +0.7% | +$9.66K | 0.71% | 35 |
|
|
2022
Q2 | $1.3M | Sell |
7,899
-43
| -0.5% | -$7.6K | 0.75% | 35 |
|
|
2022
Q1 | $1.69M | Sell |
7,942
-339
| -4% | -$73K | 0.81% | 31 |
|
|
2021
Q4 | $2.1M | Buy |
8,281
+117
| +1% | +$32.9K | 0.9% | 29 |
|
|
2021
Q3 | $2.21M | Sell |
8,164
-3
| -0% | -$762 | 1.07% | 27 |
|
|
2021
Q2 | $2M | Buy |
8,167
+108
| +1% | +$24.9K | 0.98% | 27 |
|
|
2021
Q1 | $1.71M | Sell |
8,059
-629
| -7% | -$140K | 1% | 30 |
|
|
2020
Q4 | $1.93M | Buy |
8,688
+24
| +0.3% | +$5.84K | 1.14% | 27 |
|
|
2020
Q3 | $2.18M | Buy |
8,664
+74
| +0.9% | +$16.2K | 1.39% | 21 |
|
|
2020
Q2 | $1.61M | Buy |
8,590
+1,008
| +13% | +$170K | 1.13% | 29 |
|
|
2020
Q1 | $1.09M | Sell |
7,582
-245
| -3% | -$42K | 1.04% | 29 |
|
|
2019
Q4 | $1.27M | Sell |
7,827
-1,198
| -13% | -$188K | 0.89% | 33 |
|
|
2019
Q3 | $1.34M | Buy |
9,025
+5,417
| +150% | +$823K | 0.99% | 32 |
|
|
2019
Q2 | $547K | Buy |
3,608
+2,057
| +133% | +$322K | 0.45% | 54 |
|
|
2019
Q1 | $246K | Buy |
+1,551
| New | +$240K | 0.22% | 73 |
|
|
2018
Q4 | – | Sell |
-14,597
| Closed | -$2.32M | – | 76 |
|
|
2018
Q3 | $2.32M | Buy |
14,597
+1,454
| +11% | +$216K | 1.72% | 17 |
|
|
2018
Q2 | $1.79M | Buy |
+13,143
| New | +$1.68M | 1.41% | 21 |
|
Other funds holding CRM
FWIA
ATO
West Branch Capital's CRM Position: Q2 2026 in Review
West Branch Capital increased its Salesforce (CRM) stake by 37% in Q2 2026, buying an estimated $20.4K and bringing the position to 426 shares worth $66.7K. The position accounts for 0.02% of the portfolio, ranked #126.
West Branch Capital first reported a position in CRM in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.32M in Q3 2018. 1,080 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- West Branch Capital held 426 shares of Salesforce worth $66.7K as of Q2 2026.
- West Branch Capital bought 116 Salesforce shares in Q2 2026, an estimated $20.4K.
- Salesforce made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #126 holding.
- West Branch Capital first reported a position in Salesforce in Q2 2018 and has held it in 32 quarters since.
- West Branch Capital's Salesforce position peaked at $2.32M in Q3 2018.
- 1,080 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.