West Paces 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 | $125K | Buy |
+800
| New | +$141K | 0.02% | 196 |
|
|
2026
Q1 | – | Sell |
-827
| Closed | -$219K | – | 201 |
|
|
2025
Q4 | $219K | Buy |
+827
| New | +$206K | 0.04% | 153 |
|
|
2025
Q3 | – | Sell |
-791
| Closed | -$216K | – | 191 |
|
|
2025
Q2 | $216K | Buy |
791
+65
| +9% | +$17.4K | 0.05% | 146 |
|
|
2025
Q1 | $195K | Hold |
726
| – | – | 0.04% | 137 |
|
|
2024
Q4 | $243K | Sell |
726
-45
| -6% | -$14.4K | 0.06% | 121 |
|
|
2024
Q3 | $211K | Hold |
771
| – | – | 0.05% | 135 |
|
|
2024
Q2 | $198K | Buy |
771
+37
| +5% | +$9.9K | 0.05% | 121 |
|
|
2024
Q1 | $221K | Hold |
734
| – | – | 0.06% | 120 |
|
|
2023
Q4 | $193K | Buy |
734
+8
| +1% | +$1.81K | 0.05% | 122 |
|
|
2023
Q3 | $147K | Hold |
726
| – | – | 0.05% | 134 |
|
|
2023
Q2 | $153K | Sell |
726
-73
| -9% | -$14.9K | 0.05% | 140 |
|
|
2023
Q1 | $160K | Buy |
799
+24
| +3% | +$4.05K | 0.05% | 135 |
|
|
2022
Q4 | $103K | Sell |
775
-77
| -9% | -$11.2K | 0.03% | 165 |
|
|
2022
Q3 | $123K | Sell |
852
-61
| -7% | -$10.3K | 0.04% | 147 |
|
|
2022
Q2 | $151K | Sell |
913
-17
| -2% | -$3K | 0.05% | 137 |
|
|
2022
Q1 | $197K | Buy |
930
+355
| +62% | +$76.4K | 0.06% | 125 |
|
|
2021
Q4 | $146K | Buy |
575
+65
| +13% | +$18.3K | 0.05% | 137 |
|
|
2021
Q3 | $138K | Buy |
510
+191
| +60% | +$48.5K | 0.05% | 133 |
|
|
2021
Q2 | $77.9K | Sell |
319
-68
| -18% | -$15.7K | 0.03% | 171 |
|
|
2021
Q1 | $82K | Sell |
387
-86
| -18% | -$19.1K | 0.03% | 156 |
|
|
2020
Q4 | $105K | Hold |
473
| – | – | 0.05% | 133 |
|
|
2020
Q3 | $119K | Hold |
473
| – | – | 0.06% | 124 |
|
|
2020
Q2 | $88.6K | Hold |
473
| – | – | 0.05% | 141 |
|
|
2020
Q1 | $68.1K | Buy |
473
+8
| +2% | +$1.37K | 0.04% | 153 |
|
|
2019
Q4 | $75.6K | Hold |
465
| – | – | 0.04% | 160 |
|
|
2019
Q3 | $69K | Buy |
465
+111
| +31% | +$16.9K | 0.04% | 158 |
|
|
2019
Q2 | $53.7K | Hold |
354
| – | – | 0.03% | 168 |
|
|
2019
Q1 | $56.1K | Hold |
354
| – | – | 0.04% | 166 |
|
|
2018
Q4 | $48.5K | Hold |
354
| – | – | 0.04% | 175 |
|
|
2018
Q3 | $56.3K | Hold |
354
| – | – | 0.04% | 169 |
|
|
2018
Q2 | $48.3K | Buy |
354
+13
| +4% | +$1.66K | 0.04% | 179 |
|
|
2018
Q1 | $39.7K | Hold |
341
| – | – | 0.03% | 184 |
|
|
2017
Q4 | $34.9K | Hold |
341
| – | – | 0.03% | 212 |
|
|
2017
Q3 | $31.9K | Sell |
341
-2,215
| -87% | -$204K | 0.02% | 218 |
|
|
2017
Q2 | $221K | Hold |
2,556
| – | – | 0.18% | 100 |
|
|
2017
Q1 | $211K | Buy |
2,556
+2
| +0.1% | +$160 | 0.17% | 103 |
|
|
2016
Q4 | $175K | Buy |
+2,554
| New | +$185K | 0.16% | 112 |
|
Other funds holding CRM
West Paces Advisors's CRM Position: Q2 2026 in Review
West Paces Advisors opened a new position in Salesforce (CRM) in Q2 2026: 800 shares worth $125K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in CRM as recently as Q4 2025.
West Paces Advisors first reported a position in CRM in Q4 2016 and has held it in 37 quarters since. The position peaked at $243K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- West Paces Advisors held 800 shares of Salesforce worth $125K as of Q2 2026.
- Salesforce was a new West Paces Advisors position in Q2 2026.
- Salesforce made up 0.02% of West Paces Advisors's portfolio in Q2 2026, its #196 holding.
- West Paces Advisors first reported a position in Salesforce in Q4 2016 and has held it in 37 quarters since.
- West Paces Advisors's Salesforce position peaked at $243K in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.