Concord Asset Management (Virginia)’s Salesforce CRM Stock Holding History

Concord Asset Management (Virginia)’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	$2.44M	Buy	13,074 +2,580	+25%	+$535K	0.41%	62
2025 Q4	$2.78M	Sell	10,494 -48	-0.5%	-$11.9K	0.48%	56
2025 Q3	$2.5M	Buy	10,542 +1,063	+11%	+$268K	0.45%	56
2025 Q2	$2.58M	Buy	9,479 +1,480	+19%	+$396K	0.39%	64
2025 Q1	$2M	Buy	7,999 +782	+11%	+$243K	0.44%	59
2024 Q4	$2.41M	Buy	7,217 +323	+5%	+$103K	0.53%	51
2024 Q3	$1.89M	Buy	6,894 +1,024	+17%	+$262K	0.43%	59
2024 Q2	$1.51M	Sell	5,870 -96	-2%	-$25.7K	0.37%	60
2024 Q1	$1.8M	Buy	5,966 +1,274	+27%	+$368K	0.47%	53
2023 Q4	$1.23M	Buy	4,692 +3,277	+232%	+$742K	0.36%	63
2023 Q3	$287K	Buy	+1,415	New	+$306K	0.1%	108

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

Concord Asset Management (Virginia)'s CRM Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its Salesforce (CRM) stake by 25% in Q1 2026, buying an estimated $535K and bringing the position to 13,074 shares worth $2.44M. The position accounts for 0.41% of the portfolio, ranked #62.

Concord Asset Management (Virginia) first reported a position in CRM in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.78M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Concord Asset Management (Virginia) held 13,074 shares of Salesforce worth $2.44M as of Q1 2026.
Concord Asset Management (Virginia) bought 2,580 Salesforce shares in Q1 2026, an estimated $535K.
Salesforce made up 0.41% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #62 holding.
Concord Asset Management (Virginia) first reported a position in Salesforce in Q3 2023 and has held it in 11 quarters since.
Concord Asset Management (Virginia)'s Salesforce position peaked at $2.78M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.