Clifford Swan Investment Counsel’s Salesforce CRM Stock Holding History

Clifford Swan Investment Counsel’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	-929	Closed	-$246K	–	338
2025 Q4	$246K	Sell	929 -104	-10%	-$25.8K	0.01%	298
2025 Q3	$245K	Buy	1,033 +7	+0.7%	+$1.76K	0.01%	300
2025 Q2	$280K	Buy	1,026 +1	+0.1%	+$267	0.01%	272
2025 Q1	$275K	Buy	1,025 +12	+1%	+$3.73K	0.01%	274
2024 Q4	$339K	Hold	1,013	–	–	0.01%	252
2024 Q3	$277K	Hold	1,013	–	–	0.01%	279
2024 Q2	$260K	Sell	1,013 -4	-0.4%	-$1.07K	0.01%	273
2024 Q1	$306K	Hold	1,017	–	–	0.01%	263
2023 Q4	$268K	Hold	1,017	–	–	0.01%	272
2023 Q3	$206K	Hold	1,017	–	–	0.01%	291
2023 Q2	$215K	Hold	1,017	–	–	0.01%	289
2023 Q1	$203K	Buy	+1,017	New	+$172K	0.01%	290

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Clifford Swan Investment Counsel's CRM Position: Q1 2026 in Review

Clifford Swan Investment Counsel sold out of Salesforce (CRM) in Q1 2026, closing a stake of 929 shares — an estimated $246K sold.

Clifford Swan Investment Counsel first reported a position in CRM in Q1 2023 and held it in 12 quarters. The position peaked at $339K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Clifford Swan Investment Counsel reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Clifford Swan Investment Counsel sold 929 Salesforce shares in Q1 2026, an estimated $246K.
Clifford Swan Investment Counsel first reported a position in Salesforce in Q1 2023 and held it in 12 quarters.
Clifford Swan Investment Counsel's Salesforce position peaked at $339K in Q4 2024.
2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.