BOCHK Asset Management’s Salesforce CRM Stock Holding History

BOCHK Asset Management’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	$728K	Sell	3,900 -1,580	-29%	-$327K	0.15%	80
2025 Q4	$1.45M	Buy	+5,480	New	+$1.36M	0.39%	24
2024 Q2	–	Sell	-1,500	Closed	-$452K	–	61
2024 Q1	$452K	Sell	1,500 -500	-25%	-$144K	0.16%	36
2023 Q4	$526K	Buy	+2,000	New	+$453K	0.32%	38

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

BOCHK Asset Management's CRM Position: Q1 2026 in Review

BOCHK Asset Management reduced its Salesforce (CRM) stake by 29% in Q1 2026, selling an estimated $327K and leaving 3,900 shares worth $728K. The position accounts for 0.15% of the portfolio, ranked #80.

BOCHK Asset Management first reported a position in CRM in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.45M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

BOCHK Asset Management held 3,900 shares of Salesforce worth $728K as of Q1 2026.
BOCHK Asset Management sold 1,580 Salesforce shares in Q1 2026, an estimated $327K.
Salesforce made up 0.15% of BOCHK Asset Management's portfolio in Q1 2026, its #80 holding.
BOCHK Asset Management first reported a position in Salesforce in Q4 2023 and has held it in 4 quarters since.
BOCHK Asset Management's Salesforce position peaked at $1.45M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on BOCHK Asset Management's 13F filing for Q1 2026, filed 6 May 2026.