Cerity Partners
CRM icon

Cerity Partners’s Salesforce CRM Stock Holding History

Cerity Partners’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 		$18.7K Buy
+100
New +$20.7K ﹤0.01% 3187

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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

Cerity Partners's CRM Position: Q1 2026 in Review

Cerity Partners increased its Salesforce (CRM) stake by 13% in Q1 2026, buying an estimated $13.9M and bringing the position to 601,125 shares worth $112M. The position accounts for 0.16% of the portfolio, ranked #127.

Cerity Partners first reported a position in CRM in Q1 2017 and has held it in 36 quarters since. The position peaked at $178M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Cerity Partners held 601,125 shares of Salesforce worth $112M as of Q1 2026.
  • Cerity Partners bought 67,187 Salesforce shares in Q1 2026, an estimated $13.9M.
  • Salesforce made up 0.16% of Cerity Partners's portfolio in Q1 2026, its #127 holding.
  • Cerity Partners first reported a position in Salesforce in Q1 2017 and has held it in 36 quarters since.
  • Cerity Partners's Salesforce position peaked at $178M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.