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Ables Iannone Moore & Associates’s Salesforce CRM Stock Holding History

Ables Iannone Moore & Associates’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,778
Closed -$471K – 60
2025
Q4 		$471K Sell
1,778
-539
-23% -$134K 0.26% 48
2025
Q3 		$549K Sell
2,317
-122
-5% -$30.8K 0.32% 44
2025
Q2 		$665K Sell
2,439
-25
-1% -$6.68K 0.41% 39
2025
Q1 		$661K Sell
2,464
-50
-2% -$15.6K 0.45% 40
2024
Q4 		$841K Hold
2,514
– – 0.52% 35
2024
Q3 		$688K Hold
2,514
– – 0.44% 38
2024
Q2 		$646K Sell
2,514
-20
-0.8% -$5.35K 0.43% 39
2024
Q1 		$763K Sell
2,534
-50
-2% -$14.4K 0.55% 34
2023
Q4 		$680K Buy
+2,584
New +$585K 0.52% 34

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ables Iannone Moore & Associates's CRM Position: Q1 2026 in Review

Ables Iannone Moore & Associates sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,778 shares — an estimated $471K sold.

Ables Iannone Moore & Associates first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $841K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Ables Iannone Moore & Associates reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 1,778 Salesforce shares in Q1 2026, an estimated $471K.
  • Ables Iannone Moore & Associates first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Ables Iannone Moore & Associates's Salesforce position peaked at $841K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2026, filed 7 Apr 2026.