Balanced Rock Investment Advisors’s Salesforce CRM Stock Holding History

Balanced Rock Investment Advisors’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	$279K	Sell	1,493 -12	-0.8%	-$2.49K	0.2%	87
2025 Q4	$399K	Sell	1,505 -10	-0.7%	-$2.48K	0.28%	68
2025 Q3	$359K	Sell	1,515 -29	-2%	-$7.31K	0.26%	74
2025 Q2	$421K	Sell	1,544 -128	-8%	-$34.2K	0.33%	65
2025 Q1	$449K	Sell	1,672 -35	-2%	-$10.9K	0.36%	55
2024 Q4	$571K	Sell	1,707 -104	-6%	-$33.2K	0.45%	40
2024 Q3	$496K	Sell	1,811 -40	-2%	-$10.2K	0.39%	49
2024 Q2	$476K	Sell	1,851 -35	-2%	-$9.37K	0.4%	49
2024 Q1	$568K	Sell	1,886 -532	-22%	-$154K	0.48%	44
2023 Q4	$636K	Buy	+2,418	New	+$547K	0.57%	43

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Balanced Rock Investment Advisors's CRM Position: Q1 2026 in Review

Balanced Rock Investment Advisors reduced its Salesforce (CRM) stake by 0.8% in Q1 2026, selling an estimated $2.49K and leaving 1,493 shares worth $279K. The position accounts for 0.2% of the portfolio, ranked #87.

Balanced Rock Investment Advisors first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $636K in Q4 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Balanced Rock Investment Advisors held 1,493 shares of Salesforce worth $279K as of Q1 2026.
Balanced Rock Investment Advisors sold 12 Salesforce shares in Q1 2026, an estimated $2.49K.
Salesforce made up 0.2% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #87 holding.
Balanced Rock Investment Advisors first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Balanced Rock Investment Advisors's Salesforce position peaked at $636K in Q4 2023.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.