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AGF Management’s Salesforce CRM Stock Holding History

AGF Management’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 		$691K Sell
3,700
-273,530
-99% -$56.7M ﹤0.01% 576
2025
Q4 		$73.4M Sell
277,230
-3,824
-1% -$950K 0.32% 91
2025
Q3 		$66.6M Buy
281,054
+83,403
+42% +$21M 0.29% 98
2025
Q2 		$53.9M Sell
197,651
-22,094
-10% -$5.91M 0.24% 108
2025
Q1 		$59M Buy
219,745
+214,146
+3,825% +$66.6M 0.31% 95
2024
Q4 		$1.87M Buy
5,599
+2,085
+59% +$665K 0.01% 506
2024
Q3 		$962K Sell
3,514
-825
-19% -$211K ﹤0.01% 576
2024
Q2 		$1.12M Buy
+4,339
New +$1.16M 0.01% 546
2024
Q1 		– Sell
-1,065
Closed -$280K – 709
2023
Q4 		$280K Buy
+1,065
New +$241K ﹤0.01% 690
2023
Q1 		– Sell
-11,970
Closed -$1.59M – 756
2022
Q4 		$1.59M Buy
+11,970
New +$1.75M 0.01% 528

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

AGF Management's CRM Position: Q1 2026 in Review

AGF Management reduced its Salesforce (CRM) stake by 99% in Q1 2026, selling an estimated $56.7M and leaving 3,700 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

AGF Management first reported a position in CRM in Q4 2022 and has held it in 10 quarters since. The position peaked at $73.4M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • AGF Management held 3,700 shares of Salesforce worth $691K as of Q1 2026.
  • AGF Management sold 273,530 Salesforce shares in Q1 2026, an estimated $56.7M.
  • Salesforce made up ﹤0.01% of AGF Management's portfolio in Q1 2026, its #576 holding.
  • AGF Management first reported a position in Salesforce in Q4 2022 and has held it in 10 quarters since.
  • AGF Management's Salesforce position peaked at $73.4M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.