Xcel Wealth Management’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 | – | Sell |
-1,073
| Closed | -$200K | – | 142 |
|
|
2026
Q1 | $200K | Sell |
1,073
-156
| -13% | -$32.3K | 0.06% | 132 |
|
|
2025
Q4 | $326K | Sell |
1,229
-340
| -22% | -$84.5K | 0.08% | 126 |
|
|
2025
Q3 | $372K | Sell |
1,569
-781
| -33% | -$197K | 0.1% | 114 |
|
|
2025
Q2 | $641K | Sell |
2,350
-25
| -1% | -$6.68K | 0.18% | 82 |
|
|
2025
Q1 | $637K | Sell |
2,375
-80
| -3% | -$24.9K | 0.2% | 81 |
|
|
2024
Q4 | $821K | Sell |
2,455
-40
| -2% | -$12.8K | 0.23% | 67 |
|
|
2024
Q3 | $683K | Sell |
2,495
-2,202
| -47% | -$564K | 0.2% | 73 |
|
|
2024
Q2 | $1.21M | Sell |
4,697
-10,047
| -68% | -$2.69M | 0.38% | 53 |
|
|
2024
Q1 | $4.44M | Sell |
14,744
-4,438
| -23% | -$1.28M | 1.39% | 19 |
|
|
2023
Q4 | $5.05M | Sell |
19,182
-932
| -5% | -$211K | 1.77% | 18 |
|
|
2023
Q3 | $4.08M | Sell |
20,114
-7,589
| -27% | -$1.64M | 1.61% | 18 |
|
|
2023
Q2 | $5.85M | Sell |
27,703
-4,793
| -15% | -$978K | 1.85% | 15 |
|
|
2023
Q1 | $6.49M | Sell |
32,496
-2,150
| -6% | -$363K | 2.28% | 15 |
|
|
2022
Q4 | $4.59M | Sell |
34,646
-15,661
| -31% | -$2.29M | 1.81% | 15 |
|
|
2022
Q3 | $7.24M | Buy |
50,307
+1,185
| +2% | +$201K | 2.69% | 10 |
|
|
2022
Q2 | $8.11M | Buy |
49,122
+5,625
| +13% | +$994K | 2.96% | 7 |
|
|
2022
Q1 | $9.23M | Buy |
43,497
+4,147
| +11% | +$892K | 2.53% | 9 |
|
|
2021
Q4 | $10M | Buy |
39,350
+320
| +0.8% | +$89.9K | 2.57% | 7 |
|
|
2021
Q3 | $10.6M | Buy |
39,030
+446
| +1% | +$113K | 3.07% | 5 |
|
|
2021
Q2 | $9.43M | Buy |
38,584
+82
| +0.2% | +$18.9K | 2.84% | 6 |
|
|
2021
Q1 | $8.16M | Buy |
38,502
+15,500
| +67% | +$3.45M | 2.91% | 9 |
|
|
2020
Q4 | $5.12M | Buy |
23,002
+3,828
| +20% | +$931K | 2.21% | 14 |
|
|
2020
Q3 | $4.82M | Sell |
19,174
-1,524
| -7% | -$334K | 2.48% | 12 |
|
|
2020
Q2 | $3.88M | Buy |
20,698
+1,075
| +5% | +$181K | 2.41% | 11 |
|
|
2020
Q1 | $2.83M | Buy |
19,623
+8
| +0% | +$1.37K | 2.55% | 11 |
|
|
2019
Q4 | $3.19M | Buy |
19,615
+780
| +4% | +$122K | 2.65% | 13 |
|
|
2019
Q3 | $2.79M | Buy |
18,835
+2,552
| +16% | +$388K | 2.59% | 13 |
|
|
2019
Q2 | $2.47M | Buy |
16,283
+655
| +4% | +$103K | 2.42% | 13 |
|
|
2019
Q1 | $2.48M | Sell |
15,628
-2,360
| -13% | -$366K | 2.55% | 12 |
|
|
2018
Q4 | $2.46M | Buy |
+17,988
| New | +$2.47M | 3.01% | 12 |
|
Other funds holding CRM
FWIA
ATO
CS
Xcel Wealth Management's CRM Position: Q2 2026 in Review
Xcel Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,073 shares — an estimated $200K sold.
Xcel Wealth Management first reported a position in CRM in Q4 2018 and held it in 30 quarters. The position peaked at $10.6M in Q3 2021. 975 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Xcel Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
- Xcel Wealth Management sold 1,073 Salesforce shares in Q2 2026, an estimated $200K.
- Xcel Wealth Management first reported a position in Salesforce in Q4 2018 and held it in 30 quarters.
- Xcel Wealth Management's Salesforce position peaked at $10.6M in Q3 2021.
- 975 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.