Salesforce (CRM)Grimes & Co Wealth Management, LLC reduced its stake -2,295 shares

73K

Shares reported · -2,295 vs prior quarter

0.25%

Disclosed portfolio weight

$11.4M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 17, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Feb 13, 2026Federal contract · $100K obligatedDepartment of Agriculture awarded Salesforce: $100K obligated to date
2. Mar 27, 2026CongressDisclosed purchase of CRM — reported range $1,001 - $15,000
3. May 18, 2026Federal contract · $1.6M obligatedExecutive Office of the President awarded Salesforce: $1.62M obligated to date
4. May 21, 2026Federal contract · $718K obligatedConsumer Financial Protection Bureau awarded Salesforce: $718K obligated to date
5. May 27, 2026Company filing · Form 8-K · ResultsReported its results
6. May 27, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On May 27, 2026, Guy Wanger, age 64, was appointed as Chief Accounting Officer and principal accounting officer of Salesforce, Inc. (the “Company”), effective upon commencement of employment on June 15, 2026.”
7. May 28, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“As reported above, at the Meeting, the Company’s stockholders approved an amendment and restatement of the Company’s 2013 Equity Incentive Plan (as amended and restated, the “2013 Equity Incentive Plan”) to increase the number of shares of the Company’s common stock reserved for issuance by an additional 34 million shares and to extend the termination date of the plan to March 26, 2036.”
8. Jun 2, 2026CongressDisclosed purchase of CRM — reported range $15,001 - $50,000
9. Jun 8, 2026Layoff notice · 415 Mission Street San Francisco CA 94105Layoff notice filed in CA: 86 employees

What came next

1. Aug 5, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 5, 2026, Salesforce, Inc. (the “Company”) announced that Srini Tallapragada has decided to step down from his role as President and Chief Engineering and Customer Success Officer of the Company, effective August 6, 2026, and will transition to serve the Company as Special Advisor to the Chief Executive Officer through August 6, 2027, assisting in the transition of his duties; product, technology and…”
2. Aug 5, 2026Layoff notice · 415 Mission Street San Francisco CA 94105Layoff notice filed in CA: 74 employees
3. Aug 5, 2026Layoff notice · Seattle, BellevueLayoff notice filed in WA: 59 employees
4. Aug 11, 2026Federal contract · $987K obligatedConsumer Financial Protection Bureau awarded Salesforce: $987K obligated to date
5. Aug 26, 2026Company filing · Form 8-K · ResultsReported its results
6. Sep 2, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On September 2, 2026, the Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Salesforce, Inc. (the “Company”) approved the Salesforce, Inc. Executive Deferred Compensation Plan (the “Plan”), pursuant to which executive officers and other eligible employees may elect to defer a portion of their compensation.”
7. Sep 4, 2026Insider · 1 personInsiders: 2 sales (~$1.2M)
8. Sep 18, 2026InsiderDirector purchased ~$999K of CRM shares in the open market
9. Sep 24, 2026CongressDisclosed partial sale of CRM — reported range $1,001 - $15,000

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Salesforce

For Salesforce, OQRO holds 5 insider filings (SEC Form 4 or Form 144), 2 Congress trade reports, 99 fund holdings reports (13F) and 3 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its CRM page.

How this filing works

• SEC Form 13F

Other disclosures at Salesforce

• House Clerk periodic transaction reportOct 7, 2026
• USAspending.gov award recordSep 23, 2026
• SEC Form 4Sep 21, 2026
• SEC Form 144Sep 4, 2026
• SEC Form 4Sep 4, 2026
• SEC Form 4Sep 4, 2026

Everything OQRO holds on this company is on its CRM page.