AAM
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AMI Asset Management’s Salesforce CRM Stock Holding History

AMI Asset 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 		– Sell
-174,177
Closed -$46.1M – 100
2025
Q4 		$46.1M Sell
174,177
-3,657
-2% -$909K 2.62% 12
2025
Q3 		$42.1M Sell
177,834
-3,813
-2% -$962K 2.35% 19
2025
Q2 		$49.5M Sell
181,647
-10,356
-5% -$2.77M 2.83% 13
2025
Q1 		$51.5M Sell
192,003
-38,047
-17% -$11.8M 3.02% 12
2024
Q4 		$76.9M Sell
230,050
-5,464
-2% -$1.74M 4.1% 5
2024
Q3 		$64.5M Sell
235,514
-3,974
-2% -$1.02M 3.49% 8
2024
Q2 		$61.6M Sell
239,488
-4,573
-2% -$1.22M 3.32% 7
2024
Q1 		$73.5M Buy
244,061
+6,532
+3% +$1.88M 3.76% 7
2023
Q4 		$62.5M Sell
237,529
-1,332
-0.6% -$301K 3.42% 8
2023
Q3 		$48.4M Buy
238,861
+644
+0.3% +$139K 3% 15
2023
Q2 		$50.3M Sell
238,217
-2,012
-0.8% -$411K 3% 16
2023
Q1 		$48M Buy
240,229
+123,072
+105% +$20.8M 3.06% 12
2022
Q4 		$15.5M Sell
117,157
-76,093
-39% -$11.1M 1.09% 30
2022
Q3 		$27.8M Sell
193,250
-7,892
-4% -$1.34M 2.03% 25
2022
Q2 		$33.2M Sell
201,142
-2,095
-1% -$370K 2.11% 21
2022
Q1 		$43.2M Buy
203,237
+1,525
+0.8% +$328K 2.25% 22
2021
Q4 		$51.3M Buy
201,712
+539
+0.3% +$151K 2.48% 17
2021
Q3 		$54.6M Buy
201,173
+34,615
+21% +$8.79M 2.73% 8
2021
Q2 		$40.7M Sell
166,558
-8,870
-5% -$2.04M 2.04% 25
2021
Q1 		$37.2M Sell
175,428
-14,344
-8% -$3.19M 1.94% 28
2020
Q4 		$42.2M Sell
189,772
-2,633
-1% -$640K 2.09% 24
2020
Q3 		$48.4M Sell
192,405
-131,229
-41% -$28.7M 2.46% 18
2020
Q2 		$60.6M Sell
323,634
-21,035
-6% -$3.54M 3.23% 3
2020
Q1 		$49.6M Sell
344,669
-4,532
-1% -$777K 3.13% 11
2019
Q4 		$56.8M Sell
349,201
-1,681
-0.5% -$264K 2.8% 12
2019
Q3 		$52.1M Buy
+350,882
New +$53.3M 2.71% 15

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

AMI Asset Management's CRM Position: Q1 2026 in Review

AMI Asset Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 174,177 shares — an estimated $46.1M sold.

AMI Asset Management first reported a position in CRM in Q3 2019 and held it in 26 quarters. The position peaked at $76.9M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • AMI Asset Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • AMI Asset Management sold 174,177 Salesforce shares in Q1 2026, an estimated $46.1M.
  • AMI Asset Management first reported a position in Salesforce in Q3 2019 and held it in 26 quarters.
  • AMI Asset Management's Salesforce position peaked at $76.9M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on AMI Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.