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AM Investment Strategies’s Salesforce CRM Stock Holding History

AM Investment Strategies’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
-1,085
Closed -$287K – 116
2025
Q4 		$287K Buy
+1,085
New +$270K 0.06% 94
2023
Q1 		– Sell
-2,325
Closed -$308K – 95
2022
Q4 		$308K Sell
2,325
-48
-2% -$7K 0.11% 66
2022
Q3 		$341K Buy
2,373
+464
+24% +$78.7K 0.13% 61
2022
Q2 		$315K Sell
1,909
-360
-16% -$63.6K 0.11% 68
2022
Q1 		$482K Buy
2,269
+117
+5% +$25.2K 0.13% 68
2021
Q4 		$547K Buy
2,152
+279
+15% +$78.4K 0.13% 71
2021
Q3 		$508K Sell
1,873
-15
-0.8% -$3.81K 0.13% 72
2021
Q2 		$461K Sell
1,888
-193
-9% -$44.5K 0.12% 71
2021
Q1 		$441K Sell
2,081
-98
-4% -$21.8K 0.12% 70
2020
Q4 		$485K Sell
2,179
-125
-5% -$30.4K 0.15% 63
2020
Q3 		$579K Buy
+2,304
New +$504K 0.2% 55

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

AM Investment Strategies's CRM Position: Q1 2026 in Review

AM Investment Strategies sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,085 shares — an estimated $287K sold.

AM Investment Strategies first reported a position in CRM in Q3 2020 and held it in 11 quarters. The position peaked at $579K in Q3 2020. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • AM Investment Strategies reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • AM Investment Strategies sold 1,085 Salesforce shares in Q1 2026, an estimated $287K.
  • AM Investment Strategies first reported a position in Salesforce in Q3 2020 and held it in 11 quarters.
  • AM Investment Strategies's Salesforce position peaked at $579K in Q3 2020.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on AM Investment Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.