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Clean Yield Group’s Salesforce CRM Stock Holding History

Clean Yield Group’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 		$5.75M Buy
30,792
+5,510
+22% +$1.14M 1.62% 14
2025
Q4 		$6.7M Buy
25,282
+80
+0.3% +$19.9K 1.86% 11
2025
Q3 		$5.97M Buy
25,202
+1,911
+8% +$482K 1.69% 16
2025
Q2 		$6.35M Sell
23,291
-314
-1% -$83.9K 1.9% 11
2025
Q1 		$6.33M Buy
23,605
+404
+2% +$126K 2.06% 10
2024
Q4 		$7.76M Sell
23,201
-62
-0.3% -$19.8K 2.47% 7
2024
Q3 		$6.37M Buy
23,263
+3,149
+16% +$807K 2.02% 11
2024
Q2 		$5.17M Buy
20,114
+19,653
+4,263% +$5.26M 1.93% 14
2024
Q1 		$139K Hold
461
– – 0.05% 150
2023
Q4 		$121K Hold
461
– – 0.05% 161
2023
Q3 		$95.4K Hold
461
– – 0.04% 171
2023
Q2 		$97.4K Hold
461
– – 0.04% 177
2023
Q1 		$92.1K Hold
461
– – 0.04% 181
2022
Q4 		$61.1K Buy
461
+5
+1% +$730 0.03% 215
2022
Q3 		$66K Hold
456
– – 0.03% 205
2022
Q2 		$75K Buy
456
+61
+15% +$10.8K 0.03% 204
2022
Q1 		$84K Sell
395
-20
-5% -$4.3K 0.03% 212
2021
Q4 		$105K Buy
415
+10
+2% +$2.81K 0.03% 208
2021
Q3 		$110K Hold
405
– – 0.04% 201
2021
Q2 		$99K Buy
+405
New +$93.3K 0.03% 204
2021
Q1 		– Sell
-281
Closed -$63K – 201
2020
Q4 		$63K Hold
281
– – 0.02% 232
2020
Q3 		$71K Hold
281
– – 0.03% 193
2020
Q2 		$53K Sell
281
-180
-39% -$30.3K 0.02% 211
2020
Q1 		$66K Buy
+461
New +$79K 0.03% 177
2019
Q1 		– Sell
-175
Closed -$24K – 319
2018
Q4 		$24K Buy
+175
New +$24.1K 0.01% 223
2016
Q4 		– Sell
-283
Closed -$20K – 165
2016
Q3 		$20K Buy
+283
New +$22.1K 0.01% 258
2015
Q2 		– Sell
-470
Closed -$31K – 155
2015
Q1 		$31K Buy
+470
New +$29.2K 0.01% 212

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

Clean Yield Group's CRM Position: Q1 2026 in Review

Clean Yield Group increased its Salesforce (CRM) stake by 22% in Q1 2026, buying an estimated $1.14M and bringing the position to 30,792 shares worth $5.75M. The position accounts for 1.62% of the portfolio, ranked #14.

Clean Yield Group first reported a position in CRM in Q1 2015 and has held it in 27 quarters since. The position peaked at $7.76M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Clean Yield Group held 30,792 shares of Salesforce worth $5.75M as of Q1 2026.
  • Clean Yield Group bought 5,510 Salesforce shares in Q1 2026, an estimated $1.14M.
  • Salesforce made up 1.62% of Clean Yield Group's portfolio in Q1 2026, its #14 holding.
  • Clean Yield Group first reported a position in Salesforce in Q1 2015 and has held it in 27 quarters since.
  • Clean Yield Group's Salesforce position peaked at $7.76M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.