Birinyi Associates’s Salesforce CRM Stock Holding History

Birinyi Associates’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	$599K	Hold	3,208	–	–	0.16%	43
2025 Q4	$850K	Sell	3,208 -650	-17%	-$162K	0.21%	39
2025 Q3	$914K	Hold	3,858	–	–	0.23%	37
2025 Q2	$1.05M	Hold	3,858	–	–	0.31%	35
2025 Q1	$1.03M	Sell	3,858 -500	-11%	-$156K	0.33%	33
2024 Q4	$1.46M	Hold	4,358	–	–	0.4%	29
2024 Q3	$1.19M	Hold	4,358	–	–	0.34%	34
2024 Q2	$1.12M	Sell	4,358 -1,707	-28%	-$457K	0.34%	34
2024 Q1	$1.83M	Sell	6,065 -315	-5%	-$90.9K	0.6%	27
2023 Q4	$1.68M	Sell	6,380 -1,810	-22%	-$410K	0.6%	24
2023 Q3	$1.66M	Buy	8,190 +350	+4%	+$75.6K	0.66%	21
2023 Q2	$1.66M	Buy	7,840 +1,900	+32%	+$388K	0.6%	25
2023 Q1	$1.19M	Sell	5,940 -400	-6%	-$67.6K	0.49%	29
2022 Q4	$841K	Buy	6,340 +175	+3%	+$25.5K	0.4%	33
2022 Q3	$887K	Sell	6,165 -250	-4%	-$42.4K	0.41%	32
2022 Q2	$1.06M	Sell	6,415 -1,250	-16%	-$221K	0.48%	29
2022 Q1	$1.63M	Sell	7,665 -3,000	-28%	-$646K	0.56%	26
2021 Q4	$2.71M	Buy	10,665 +750	+8%	+$211K	0.85%	23
2021 Q3	$2.69M	Sell	9,915 -2,885	-23%	-$733K	0.9%	21
2021 Q2	$3.13M	Sell	12,800 -5,500	-30%	-$1.27M	1.09%	18
2021 Q1	$3.88M	Buy	18,300 +700	+4%	+$156K	1.48%	11
2020 Q4	$3.92M	Buy	17,600 +7,800	+80%	+$1.9M	1.45%	11
2020 Q3	$2.46M	Hold	9,800	–	–	1.04%	16
2020 Q2	$1.84M	Sell	9,800 -4,250	-30%	-$716K	0.91%	21
2020 Q1	$2.02M	Buy	14,050 +1,000	+8%	+$171K	1.1%	18
2019 Q4	$2.12M	Sell	13,050 -5,550	-30%	-$870K	0.88%	24
2019 Q3	$2.76M	Buy	18,600 +1,000	+6%	+$152K	1.2%	17
2019 Q2	$2.67M	Buy	17,600 +2,400	+16%	+$376K	1.12%	18
2019 Q1	$2.41M	Sell	15,200 -50	-0.3%	-$7.75K	1.03%	20
2018 Q4	$2.09M	Buy	15,250 +700	+5%	+$96.3K	1.04%	19
2018 Q3	$2.31M	Buy	14,550 +1,550	+12%	+$230K	0.82%	22
2018 Q2	$1.77M	Buy	13,000 +2,700	+26%	+$344K	0.69%	23
2018 Q1	$1.2M	Sell	10,300 -2,850	-22%	-$327K	0.49%	41
2017 Q4	$1.34M	Buy	13,150 +9,350	+246%	+$953K	0.6%	36
2017 Q3	$355K	Hold	3,800	–	–	0.17%	69
2017 Q2	$329K	Hold	3,800	–	–	0.15%	75
2017 Q1	$313K	Sell	3,800 -2,250	-37%	-$180K	0.16%	75
2016 Q4	$414K	Sell	6,050 -250	-4%	-$18.1K	0.23%	65
2016 Q3	$449K	Buy	6,300 +3,000	+91%	+$234K	0.24%	63
2016 Q2	$262K	Sell	3,300 -250	-7%	-$19.6K	0.11%	72
2016 Q1	$262K	Buy	3,550 +750	+27%	+$51.6K	0.12%	73
2015 Q4	$220K	Sell	2,800 -3,700	-57%	-$289K	0.14%	75
2015 Q3	$451K	Buy	6,500 +1,100	+20%	+$78K	0.2%	68
2015 Q2	$376K	Buy	5,400 +1,600	+42%	+$114K	0.26%	66
2015 Q1	$254K	Hold	3,800	–	–	0.17%	78
2014 Q4	$225K	Hold	3,800	–	–	0.1%	84
2014 Q3	$219K	Hold	3,800	–	–	0.1%	89
2014 Q2	$221K	Sell	3,800 -2,142	-36%	-$116K	0.1%	82
2014 Q1	$339K	Sell	5,942 -86	-1%	-$5.14K	0.17%	62
2013 Q4	$333K	Buy	6,028 +2,228	+59%	+$119K	0.18%	65
2013 Q3	$197K	Sell	3,800 -6,500	-63%	-$295K	0.11%	76
2013 Q2	$393K	Buy	+10,300	New	+$425K	0.24%	54

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

Birinyi Associates's CRM Position: Q1 2026 in Review

Birinyi Associates held its Salesforce (CRM) position steady in Q1 2026 at 3,208 shares worth $599K. The position accounts for 0.16% of the portfolio, ranked #43.

Birinyi Associates first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.92M in Q4 2020. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Birinyi Associates held 3,208 shares of Salesforce worth $599K as of Q1 2026.
Birinyi Associates left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 0.16% of Birinyi Associates's portfolio in Q1 2026, its #43 holding.
Birinyi Associates first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
Birinyi Associates's Salesforce position peaked at $3.92M in Q4 2020.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.