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Bey-Douglas LLC’s Salesforce CRM Stock Holding History

Bey-Douglas LLC’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 		$634K Sell
3,397
-11,518
-77% -$2.39M 0.55% 27
2025
Q4 		$3.95M Sell
14,915
-324
-2% -$80.5K 3.17% 14
2025
Q3 		$3.61M Sell
15,239
-5,377
-26% -$1.36M 2.69% 17
2025
Q2 		$5.62M Buy
20,616
+5,191
+34% +$1.39M 3.36% 13
2025
Q1 		$4.14M Sell
15,425
-97
-0.6% -$30.2K 3.78% 14
2024
Q4 		$5.19M Sell
15,522
-67
-0.4% -$21.4K 4.47% 10
2024
Q3 		$4.27M Buy
15,589
+154
+1% +$39.4K 3.74% 13
2024
Q2 		$3.9M Buy
15,435
+3,530
+30% +$945K 3.61% 13
2024
Q1 		$3.59M Buy
11,905
+6,141
+107% +$1.77M 3.43% 14
2023
Q4 		$1.52M Buy
+5,764
New +$1.3M 1.56% 20

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

Bey-Douglas LLC's CRM Position: Q1 2026 in Review

Bey-Douglas LLC reduced its Salesforce (CRM) stake by 77% in Q1 2026, selling an estimated $2.39M and leaving 3,397 shares worth $634K. The position accounts for 0.55% of the portfolio, ranked #27.

Bey-Douglas LLC first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.62M in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bey-Douglas LLC held 3,397 shares of Salesforce worth $634K as of Q1 2026.
  • Bey-Douglas LLC sold 11,518 Salesforce shares in Q1 2026, an estimated $2.39M.
  • Salesforce made up 0.55% of Bey-Douglas LLC's portfolio in Q1 2026, its #27 holding.
  • Bey-Douglas LLC first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Bey-Douglas LLC's Salesforce position peaked at $5.62M in Q2 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bey-Douglas LLC's 13F filing for Q1 2026, filed 12 May 2026.