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Benchmark Investment Advisors’s Salesforce CRM Stock Holding History

Benchmark 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 		$707K Buy
+3,788
New +$785K 0.41% 45
2025
Q3 		$932K Buy
+3,893
New +$982K 0.54% 40
2025
Q1 		$1.08M Buy
4,025
+2,905
+259% +$904K 0.7% 39
2024
Q4 		$374K Sell
1,120
-10
-0.9% -$3.19K 0.24% 65
2024
Q3 		$309K Buy
1,130
+5
+0.4% +$1.28K 0.22% 67
2024
Q2 		$289K Hold
1,125
– – 0.21% 75
2024
Q1 		$339K Sell
1,125
-178
-14% -$51.4K 0.27% 71
2023
Q4 		$343K Buy
+1,303
New +$295K 0.32% 65
2023
Q1 		– Sell
-3,985
Closed -$528K – 90
2022
Q4 		$528K Sell
3,985
-920
-19% -$134K 0.56% 53
2022
Q3 		$706K Buy
4,905
+2,225
+83% +$377K 0.76% 45
2022
Q2 		$442K Sell
2,680
-514
-16% -$90.8K 0.46% 66
2022
Q1 		$678K Buy
3,194
+90
+3% +$19.4K 0.51% 52
2021
Q4 		$789K Buy
+3,104
New +$872K 0.65% 48

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

Benchmark Investment Advisors's CRM Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Salesforce (CRM) in Q1 2026: 3,788 shares worth $707K. The stake represents 0.41% of the portfolio and ranks #45 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in CRM as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in CRM in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.08M in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Benchmark Investment Advisors held 3,788 shares of Salesforce worth $707K as of Q1 2026.
  • Salesforce was a new Benchmark Investment Advisors position in Q1 2026.
  • Salesforce made up 0.41% of Benchmark Investment Advisors's portfolio in Q1 2026, its #45 holding.
  • Benchmark Investment Advisors first reported a position in Salesforce in Q4 2021 and has held it in 13 quarters since.
  • Benchmark Investment Advisors's Salesforce position peaked at $1.08M in Q1 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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