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Accredited Investors’s Salesforce CRM Stock Holding History

Accredited Investors’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
-1,192
Closed -$316K – 290
2025
Q4 		$316K Sell
1,192
-79
-6% -$19.6K 0.02% 212
2025
Q3 		$301K Sell
1,271
-25
-2% -$6.3K 0.02% 200
2025
Q2 		$353K Buy
1,296
+93
+8% +$24.9K 0.02% 170
2025
Q1 		$323K Sell
1,203
-25
-2% -$7.78K 0.02% 166
2024
Q4 		$411K Sell
1,228
-390
-24% -$124K 0.02% 150
2024
Q3 		$443K Buy
1,618
+689
+74% +$176K 0.03% 140
2024
Q2 		$239K Buy
+929
New +$249K 0.01% 191
2024
Q1 		– Sell
-892
Closed -$235K – 211
2023
Q4 		$235K Buy
+892
New +$202K 0.02% 178
2022
Q1 		– Sell
-893
Closed -$227K – 181
2021
Q4 		$227K Buy
893
+8
+0.9% +$2.25K 0.02% 170
2021
Q3 		$240K Buy
885
+43
+5% +$10.9K 0.03% 149
2021
Q2 		$206K Buy
+842
New +$194K 0.02% 154
2020
Q4 		– Sell
-839
Closed -$211K – 157
2020
Q3 		$211K Buy
+839
New +$184K 0.04% 126

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Accredited Investors's CRM Position: Q1 2026 in Review

Accredited Investors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,192 shares — an estimated $316K sold.

Accredited Investors first reported a position in CRM in Q3 2020 and held it in 12 quarters. The position peaked at $443K in Q3 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Accredited Investors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Accredited Investors sold 1,192 Salesforce shares in Q1 2026, an estimated $316K.
  • Accredited Investors first reported a position in Salesforce in Q3 2020 and held it in 12 quarters.
  • Accredited Investors's Salesforce position peaked at $443K in Q3 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Accredited Investors's 13F filing for Q1 2026, filed 30 Apr 2026.