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Brinker Capital Investments’s Salesforce CRM Stock Holding History

Brinker Capital Investments’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 		$187 Buy
+1
New +$207 ﹤0.01% 1966

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

Brinker Capital Investments's CRM Position: Q1 2026 in Review

Brinker Capital Investments reduced its Salesforce (CRM) stake by 0.56% in Q1 2026, selling an estimated $88.3K and leaving 75,001 shares worth $14M. The position accounts for 0.12% of the portfolio, ranked #156.

Brinker Capital Investments first reported a position in CRM in Q3 2015 and has held it in 31 quarters since. The position peaked at $30.7M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Brinker Capital Investments held 75,001 shares of Salesforce worth $14M as of Q1 2026.
  • Brinker Capital Investments sold 426 Salesforce shares in Q1 2026, an estimated $88.3K.
  • Salesforce made up 0.12% of Brinker Capital Investments's portfolio in Q1 2026, its #156 holding.
  • Brinker Capital Investments first reported a position in Salesforce in Q3 2015 and has held it in 31 quarters since.
  • Brinker Capital Investments's Salesforce position peaked at $30.7M in Q3 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.