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Claro Advisors’s Salesforce CRM Stock Holding History

Claro Advisors’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 		$700K Buy
3,749
+887
+31% +$184K 0.08% 189
2025
Q4 		$758K Buy
2,862
+129
+5% +$32.1K 0.1% 176
2025
Q3 		$648K Sell
2,733
-123
-4% -$31K 0.09% 183
2025
Q2 		$779K Sell
2,856
-2,681
-48% -$717K 0.13% 152
2025
Q1 		$1.49M Sell
5,537
-61
-1% -$19K 0.2% 94
2024
Q4 		$1.87M Buy
5,598
+122
+2% +$38.9K 0.25% 73
2024
Q3 		$1.5M Buy
5,476
+1,550
+39% +$397K 0.19% 104
2024
Q2 		$1.01M Sell
3,926
-166
-4% -$44.4K 0.16% 121
2024
Q1 		$1.23M Buy
4,092
+192
+5% +$55.4K 0.21% 102
2023
Q4 		$1.03M Sell
3,900
-247
-6% -$55.9K 0.22% 99
2023
Q3 		$841K Buy
4,147
+357
+9% +$77.1K 0.21% 111
2023
Q2 		$801K Buy
3,790
+138
+4% +$28.2K 0.2% 121
2023
Q1 		$730K Sell
3,652
-382
-9% -$64.5K 0.21% 113
2022
Q4 		$535K Buy
4,034
+224
+6% +$32.7K 0.18% 142
2022
Q3 		$629K Hold
3,810
– – 0.25% 103
2022
Q2 		$629K Buy
3,810
+483
+15% +$85.3K 0.25% 103
2022
Q1 		$845K Hold
3,327
– – 0.3% 85
2021
Q4 		$845K Buy
3,327
+158
+5% +$44.4K 0.3% 85
2021
Q3 		$859K Buy
3,169
+75
+2% +$19K 0.36% 72
2021
Q2 		$756K Sell
3,094
-26
-0.8% -$5.99K 0.34% 76
2021
Q1 		$661K Buy
3,120
+1,242
+66% +$276K 0.33% 81
2020
Q4 		$418K Buy
1,878
+583
+45% +$142K 0.22% 128
2020
Q3 		$325K Buy
1,295
+141
+12% +$30.9K 0.21% 131
2020
Q2 		$216K Buy
+1,154
New +$194K 0.15% 169
2019
Q1 		– Sell
-436
Closed -$69K – 310
2018
Q4 		$69K Buy
+436
New +$60K 0.06% 289

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

Claro Advisors's CRM Position: Q1 2026 in Review

Claro Advisors increased its Salesforce (CRM) stake by 31% in Q1 2026, buying an estimated $184K and bringing the position to 3,749 shares worth $700K. The position accounts for 0.08% of the portfolio, ranked #189.

Claro Advisors first reported a position in CRM in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.87M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Claro Advisors held 3,749 shares of Salesforce worth $700K as of Q1 2026.
  • Claro Advisors bought 887 Salesforce shares in Q1 2026, an estimated $184K.
  • Salesforce made up 0.08% of Claro Advisors's portfolio in Q1 2026, its #189 holding.
  • Claro Advisors first reported a position in Salesforce in Q4 2018 and has held it in 25 quarters since.
  • Claro Advisors's Salesforce position peaked at $1.87M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.