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Bigelow Investment Advisors’s Salesforce CRM Stock Holding History

Bigelow 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 		$316K Sell
1,694
-228
-12% -$47.2K 0.13% 127
2025
Q4 		$509K Buy
1,922
+7
+0.4% +$1.74K 0.2% 111
2025
Q3 		$454K Buy
1,915
+156
+9% +$39.3K 0.18% 118
2025
Q2 		$480K Buy
1,759
+99
+6% +$26.5K 0.21% 112
2025
Q1 		$445K Sell
1,660
-108
-6% -$33.6K 0.21% 111
2024
Q4 		$591K Sell
1,768
-254
-13% -$81.1K 0.28% 95
2024
Q3 		$553K Buy
2,022
+143
+8% +$36.6K 0.25% 108
2024
Q2 		$483K Sell
1,879
-3
-0.2% -$803 0.23% 109
2024
Q1 		$567K Sell
1,882
-27
-1% -$7.79K 0.28% 99
2023
Q4 		$502K Buy
1,909
+30
+2% +$6.79K 0.27% 97
2023
Q3 		$381K Buy
1,879
+27
+1% +$5.83K 0.22% 109
2023
Q2 		$391K Buy
1,852
+130
+8% +$26.5K 0.21% 111
2023
Q1 		$344K Buy
1,722
+5
+0.3% +$845 0.2% 116
2022
Q4 		$228K Buy
1,717
+44
+3% +$6.42K 0.13% 134
2022
Q3 		$241K Buy
+1,673
New +$284K 0.14% 126
2022
Q2 		– Sell
-1,004
Closed -$213K – 145
2022
Q1 		$213K Buy
+1,004
New +$216K 0.1% 143
2021
Q4 		– Sell
-760
Closed -$206K – 145
2021
Q3 		$206K Buy
+760
New +$193K 0.1% 138

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

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

Bigelow Investment Advisors reduced its Salesforce (CRM) stake by 12% in Q1 2026, selling an estimated $47.2K and leaving 1,694 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #127.

Bigelow Investment Advisors first reported a position in CRM in Q3 2021 and has held it in 17 quarters since. The position peaked at $591K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bigelow Investment Advisors held 1,694 shares of Salesforce worth $316K as of Q1 2026.
  • Bigelow Investment Advisors sold 228 Salesforce shares in Q1 2026, an estimated $47.2K.
  • Salesforce made up 0.13% of Bigelow Investment Advisors's portfolio in Q1 2026, its #127 holding.
  • Bigelow Investment Advisors first reported a position in Salesforce in Q3 2021 and has held it in 17 quarters since.
  • Bigelow Investment Advisors's Salesforce position peaked at $591K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.