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Brio Consultants’s Salesforce CRM Stock Holding History

Brio Consultants’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 		$224K Sell
1,197
-50
-4% -$10.4K 0.03% 136
2025
Q4 		$330K Buy
1,247
+112
+10% +$27.8K 0.04% 113
2025
Q3 		$269K Buy
1,135
+83
+8% +$20.9K 0.04% 116
2025
Q2 		$287K Buy
1,052
+69
+7% +$18.4K 0.04% 110
2025
Q1 		$264K Sell
983
-1,336
-58% -$416K 0.04% 100
2024
Q4 		$775K Buy
2,319
+170
+8% +$54.3K 0.12% 66
2024
Q3 		$588K Buy
2,149
+141
+7% +$36.1K 0.09% 73
2024
Q2 		$516K Sell
2,008
-324
-14% -$86.7K 0.09% 71
2024
Q1 		$702K Buy
2,332
+348
+18% +$100K 0.12% 65
2023
Q4 		$522K Sell
1,984
-26
-1% -$5.88K 0.09% 71
2023
Q3 		$408K Buy
2,010
+405
+25% +$87.5K 0.08% 69
2023
Q2 		$339K Sell
1,605
-11
-0.7% -$2.25K 0.06% 76
2023
Q1 		$323K Buy
+1,616
New +$273K 0.06% 76

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

Brio Consultants's CRM Position: Q1 2026 in Review

Brio Consultants reduced its Salesforce (CRM) stake by 4% in Q1 2026, selling an estimated $10.4K and leaving 1,197 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #136.

Brio Consultants first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $775K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Brio Consultants held 1,197 shares of Salesforce worth $224K as of Q1 2026.
  • Brio Consultants sold 50 Salesforce shares in Q1 2026, an estimated $10.4K.
  • Salesforce made up 0.03% of Brio Consultants's portfolio in Q1 2026, its #136 holding.
  • Brio Consultants first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
  • Brio Consultants's Salesforce position peaked at $775K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.