Bare Financial Services’s Salesforce CRM Stock Holding History

Bare Financial Services’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	$24.6K	Buy	132 +87	+193%	+$18K	0.01%	120
2025 Q4	$11.9K	Sell	45 -14	-24%	-$3.48K	﹤0.01%	195
2025 Q3	$14K	Buy	59 +6	+11%	+$1.51K	﹤0.01%	168
2025 Q2	$14.5K	Buy	53 +45	+563%	+$12K	﹤0.01%	131
2025 Q1	$2.15K	Buy	+8	New	+$2.49K	﹤0.01%	245

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

Bare Financial Services's CRM Position: Q1 2026 in Review

Bare Financial Services increased its Salesforce (CRM) stake by 193% in Q1 2026, buying an estimated $18K and bringing the position to 132 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #120.

Bare Financial Services first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Bare Financial Services held 132 shares of Salesforce worth $24.6K as of Q1 2026.
Bare Financial Services bought 87 Salesforce shares in Q1 2026, an estimated $18K.
Salesforce made up 0.01% of Bare Financial Services's portfolio in Q1 2026, its #120 holding.
Bare Financial Services first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.