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CBIZ Investment Advisory Services’s Salesforce CRM Stock Holding History

CBIZ Investment Advisory Services’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 		$10.8K Sell
58
-141
-71% -$29.2K ﹤0.01% 160
2025
Q4 		$52.8K Buy
199
+52
+35% +$12.9K ﹤0.01% 136
2025
Q3 		$34.9K Buy
147
+14
+11% +$3.53K ﹤0.01% 172
2025
Q2 		$36.3K Buy
133
+21
+19% +$5.61K ﹤0.01% 164
2025
Q1 		$30.1K Buy
112
+85
+315% +$26.4K ﹤0.01% 167
2024
Q4 		$9.03K Buy
27
+19
+238% +$6.06K ﹤0.01% 286
2024
Q3 		$2.19K Buy
+8
New +$2.05K ﹤0.01% 336
2020
Q1 		– Hold
0
– – – 98

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

CBIZ Investment Advisory Services's CRM Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Salesforce (CRM) stake by 71% in Q1 2026, selling an estimated $29.2K and leaving 58 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

CBIZ Investment Advisory Services first reported a position in CRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $52.8K in Q4 2025. 2,670 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • CBIZ Investment Advisory Services held 58 shares of Salesforce worth $10.8K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 141 Salesforce shares in Q1 2026, an estimated $29.2K.
  • Salesforce made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #160 holding.
  • CBIZ Investment Advisory Services first reported a position in Salesforce in Q3 2024 and has held it in 7 quarters since.
  • CBIZ Investment Advisory Services's Salesforce position peaked at $52.8K in Q4 2025.
  • 2,670 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.