Clifford Group’s Salesforce CRM Stock Holding History

Clifford 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	$201K	Buy	1,075 +190	+21%	+$39.4K	0.15%	80
2025 Q4	$234K	Sell	885 -32	-3%	-$7.95K	0.18%	71
2025 Q3	$217K	Sell	917 -279	-23%	-$70.4K	0.17%	78
2025 Q2	$326K	Buy	1,196 +196	+20%	+$52.4K	0.27%	54
2025 Q1	$268K	Buy	1,000 +23	+2%	+$7.15K	0.25%	61
2024 Q4	$327K	Hold	977	–	–	0.25%	57
2024 Q3	$267K	Buy	977 +20	+2%	+$5.12K	0.21%	65
2024 Q2	$246K	Hold	957	–	–	0.2%	67
2024 Q1	$288K	Hold	957	–	–	0.24%	62
2023 Q4	$252K	Buy	+957	New	+$217K	0.23%	64
2023 Q3	–	Sell	-957	Closed	-$202K	–	71
2023 Q2	$202K	Buy	+957	New	+$195K	0.22%	71

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Clifford Group's CRM Position: Q1 2026 in Review

Clifford Group increased its Salesforce (CRM) stake by 21% in Q1 2026, buying an estimated $39.4K and bringing the position to 1,075 shares worth $201K. The position accounts for 0.15% of the portfolio, ranked #80.

Clifford Group first reported a position in CRM in Q2 2023 and has held it in 11 quarters since. The position peaked at $327K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Clifford Group held 1,075 shares of Salesforce worth $201K as of Q1 2026.
Clifford Group bought 190 Salesforce shares in Q1 2026, an estimated $39.4K.
Salesforce made up 0.15% of Clifford Group's portfolio in Q1 2026, its #80 holding.
Clifford Group first reported a position in Salesforce in Q2 2023 and has held it in 11 quarters since.
Clifford Group's Salesforce position peaked at $327K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.