Whalerock Point Partners’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 | $3.52M | Buy |
18,875
+325
| +2% | +$67.3K | 0.68% | 34 |
|
|
2025
Q4 | $4.91M | Sell |
18,550
-510
| -3% | -$127K | 0.93% | 29 |
|
|
2025
Q3 | $4.52M | Buy |
19,060
+250
| +1% | +$63.1K | 0.92% | 26 |
|
|
2025
Q2 | $5.13M | Buy |
18,810
+338
| +2% | +$90.4K | 1.11% | 22 |
|
|
2025
Q1 | $4.96M | Buy |
18,472
+1,490
| +9% | +$463K | 1.18% | 24 |
|
|
2024
Q4 | $5.68M | Buy |
16,982
+345
| +2% | +$110K | 1.32% | 18 |
|
|
2024
Q3 | $4.55M | Buy |
16,637
+388
| +2% | +$99.4K | 1.08% | 24 |
|
|
2024
Q2 | $4.18M | Buy |
16,249
+60
| +0.4% | +$16.1K | 1.12% | 24 |
|
|
2024
Q1 | $4.88M | Buy |
16,189
+375
| +2% | +$108K | 1.33% | 22 |
|
|
2023
Q4 | $4.16M | Sell |
15,814
-45
| -0.3% | -$10.2K | 1.29% | 22 |
|
|
2023
Q3 | $3.22M | Buy |
15,859
+139
| +0.9% | +$30K | 1.11% | 25 |
|
|
2023
Q2 | $3.32M | Buy |
15,720
+112
| +0.7% | +$22.9K | 1.13% | 26 |
|
|
2023
Q1 | $3.12M | Sell |
15,608
-520
| -3% | -$87.8K | 1.16% | 28 |
|
|
2022
Q4 | $2.14M | Sell |
16,128
-1,885
| -10% | -$275K | 0.87% | 37 |
|
|
2022
Q3 | $2.59M | Buy |
18,013
+785
| +5% | +$133K | 1.14% | 30 |
|
|
2022
Q2 | $2.84M | Sell |
17,228
-2,478
| -13% | -$438K | 1.2% | 28 |
|
|
2022
Q1 | $4.18M | Sell |
19,706
-560
| -3% | -$121K | 1.48% | 21 |
|
|
2021
Q4 | $5.15M | Buy |
20,266
+225
| +1% | +$63.2K | 1.76% | 16 |
|
|
2021
Q3 | $5.44M | Buy |
20,041
+849
| +4% | +$216K | 2.11% | 12 |
|
|
2021
Q2 | $4.69M | Sell |
19,192
-150
| -0.8% | -$34.6K | 1.8% | 16 |
|
|
2021
Q1 | $4.1M | Buy |
19,342
+914
| +5% | +$203K | 1.8% | 17 |
|
|
2020
Q4 | $4.1M | Buy |
18,428
+15,469
| +523% | +$3.76M | 1.95% | 14 |
|
|
2020
Q3 | $2.96M | Sell |
2,959
-8,299
| -74% | -$1.82M | 1.63% | 23 |
|
|
2020
Q2 | $2.11M | Buy |
11,258
+2,078
| +23% | +$350K | 1.24% | 26 |
|
|
2020
Q1 | $1.32M | Buy |
9,180
+1,570
| +21% | +$269K | 0.95% | 35 |
|
|
2019
Q4 | $1.24M | Sell |
7,610
-25
| -0.3% | -$3.92K | 0.66% | 45 |
|
|
2019
Q3 | $1.13M | Buy |
7,635
+2,140
| +39% | +$325K | 0.61% | 48 |
|
|
2019
Q2 | $834K | Hold |
5,495
| – | – | 0.48% | 56 |
|
|
2019
Q1 | $870K | Buy |
5,495
+2,040
| +59% | +$316K | 0.57% | 51 |
|
|
2018
Q4 | $473K | Sell |
3,455
-150
| -4% | -$20.6K | 0.44% | 55 |
|
|
2018
Q3 | $573K | Buy |
3,605
+1,290
| +56% | +$191K | 0.42% | 64 |
|
|
2018
Q2 | $316K | Sell |
2,315
-1,550
| -40% | -$198K | 0.25% | 87 |
|
|
2018
Q1 | $450K | Buy |
3,865
+250
| +7% | +$28.7K | 0.14% | 118 |
|
|
2017
Q4 | $370K | Hold |
3,615
| – | – | 0.12% | 130 |
|
|
2017
Q3 | $338K | Buy |
3,615
+500
| +16% | +$46K | 0.12% | 117 |
|
|
2017
Q2 | $269K | Buy |
3,115
+625
| +25% | +$54.4K | 0.1% | 134 |
|
|
2017
Q1 | $205K | Buy |
+2,490
| New | +$199K | 0.08% | 149 |
|
Other funds holding CRM
VCM
VPM
Whalerock Point Partners's CRM Position: Q1 2026 in Review
Whalerock Point Partners increased its Salesforce (CRM) stake by 1.8% in Q1 2026, buying an estimated $67.3K and bringing the position to 18,875 shares worth $3.52M. The position accounts for 0.68% of the portfolio, ranked #34.
Whalerock Point Partners first reported a position in CRM in Q1 2017 and has held it in 37 quarters since. The position peaked at $5.68M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Whalerock Point Partners held 18,875 shares of Salesforce worth $3.52M as of Q1 2026.
- Whalerock Point Partners bought 325 Salesforce shares in Q1 2026, an estimated $67.3K.
- Salesforce made up 0.68% of Whalerock Point Partners's portfolio in Q1 2026, its #34 holding.
- Whalerock Point Partners first reported a position in Salesforce in Q1 2017 and has held it in 37 quarters since.
- Whalerock Point Partners's Salesforce position peaked at $5.68M in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.