Callan Family Office’s Salesforce CRM Stock Holding History

Callan Family Office’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	$5.24M	Sell	28,060 -4,040	-13%	-$837K	0.12%	186
2025 Q4	$8.5M	Buy	32,100 +16,671	+108%	+$4.14M	0.18%	105
2025 Q3	$3.66M	Sell	15,429 -2,922	-16%	-$737K	0.12%	185
2025 Q2	$5M	Buy	18,351 +12,000	+189%	+$3.21M	0.16%	149
2025 Q1	$1.7M	Sell	6,351 -139	-2%	-$43.2K	0.13%	144
2024 Q4	$2.17M	Buy	+6,490	New	+$2.07M	0.14%	136

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

Callan Family Office's CRM Position: Q1 2026 in Review

Callan Family Office reduced its Salesforce (CRM) stake by 13% in Q1 2026, selling an estimated $837K and leaving 28,060 shares worth $5.24M. The position accounts for 0.12% of the portfolio, ranked #186.

Callan Family Office first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.5M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Callan Family Office held 28,060 shares of Salesforce worth $5.24M as of Q1 2026.
Callan Family Office sold 4,040 Salesforce shares in Q1 2026, an estimated $837K.
Salesforce made up 0.12% of Callan Family Office's portfolio in Q1 2026, its #186 holding.
Callan Family Office first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
Callan Family Office's Salesforce position peaked at $8.5M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.