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Cladis Investment Advisory’s Salesforce CRM Stock Holding History

Cladis Investment Advisory’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 		– Sell
-927
Closed -$246K – 162
2025
Q4 		$246K Buy
927
+52
+6% +$12.9K 0.13% 139
2025
Q3 		$207K Buy
875
+75
+9% +$18.9K 0.12% 143
2025
Q2 		$218K Hold
800
– – 0.14% 128
2025
Q1 		$215K Hold
800
– – 0.16% 120
2024
Q4 		$267K Hold
800
– – 0.19% 104
2024
Q3 		$219K Sell
800
-163
-17% -$41.8K 0.15% 123
2024
Q2 		$248K Buy
963
+50
+5% +$13.4K 0.18% 113
2024
Q1 		$275K Buy
913
+38
+4% +$11K 0.2% 112
2023
Q4 		$230K Buy
+875
New +$198K 0.18% 117
2022
Q1 		– Sell
-857
Closed -$218K – 153
2021
Q4 		$218K Buy
+857
New +$241K 0.17% 136

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cladis Investment Advisory's CRM Position: Q1 2026 in Review

Cladis Investment Advisory sold out of Salesforce (CRM) in Q1 2026, closing a stake of 927 shares — an estimated $246K sold.

Cladis Investment Advisory first reported a position in CRM in Q4 2021 and held it in 10 quarters. The position peaked at $275K in Q1 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Cladis Investment Advisory reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Cladis Investment Advisory sold 927 Salesforce shares in Q1 2026, an estimated $246K.
  • Cladis Investment Advisory first reported a position in Salesforce in Q4 2021 and held it in 10 quarters.
  • Cladis Investment Advisory's Salesforce position peaked at $275K in Q1 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.