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Bleakley Financial Group’s Salesforce CRM Stock Holding History

Bleakley Financial Group’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 		$7.62M Buy
40,801
+4,270
+12% +$885K 0.12% 144
2025
Q4 		$9.68M Buy
36,531
+1,320
+4% +$328K 0.17% 100
2025
Q3 		$8.34M Sell
35,211
-5,942
-14% -$1.5M 0.19% 94
2025
Q2 		$11.2M Buy
41,153
+358
+0.9% +$95.7K 0.29% 67
2025
Q1 		$10.9M Buy
40,795
+12,681
+45% +$3.94M 0.35% 59
2024
Q4 		$9.4M Buy
28,114
+1,391
+5% +$444K 0.28% 62
2024
Q3 		$7.31M Buy
26,723
+1,615
+6% +$414K 0.22% 73
2024
Q2 		$6.46M Buy
25,108
+1,253
+5% +$335K 0.19% 108
2024
Q1 		$7.18M Buy
23,855
+3,186
+15% +$919K 0.21% 91
2023
Q4 		$5.44M Sell
20,669
-8,053
-28% -$1.82M 0.17% 113
2023
Q3 		$5.82M Sell
28,722
-1,130
-4% -$244K 0.21% 93
2023
Q2 		$6.31M Buy
29,852
+7,015
+31% +$1.43M 0.2% 94
2023
Q1 		$4.56M Buy
22,837
+9,300
+69% +$1.57M 0.15% 121
2022
Q4 		$1.79M Buy
+13,537
New +$1.98M 0.06% 268

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

Bleakley Financial Group's CRM Position: Q1 2026 in Review

Bleakley Financial Group increased its Salesforce (CRM) stake by 12% in Q1 2026, buying an estimated $885K and bringing the position to 40,801 shares worth $7.62M. The position accounts for 0.12% of the portfolio, ranked #144.

Bleakley Financial Group first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.2M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bleakley Financial Group held 40,801 shares of Salesforce worth $7.62M as of Q1 2026.
  • Bleakley Financial Group bought 4,270 Salesforce shares in Q1 2026, an estimated $885K.
  • Salesforce made up 0.12% of Bleakley Financial Group's portfolio in Q1 2026, its #144 holding.
  • Bleakley Financial Group first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Bleakley Financial Group's Salesforce position peaked at $11.2M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.