Connors Investor Services’s Salesforce CRM Stock Holding History

Connors Investor Services’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	$10M	Buy	53,775 +1,095	+2%	+$227K	0.93%	43
2025 Q4	$13.9M	Sell	52,680 -3,534	-6%	-$878K	1.2%	34
2025 Q3	$13.3M	Buy	56,214 +257	+0.5%	+$64.8K	1.14%	39
2025 Q2	$15.3M	Buy	55,957 +11,523	+26%	+$3.08M	1.35%	30
2025 Q1	$11.9M	Buy	+44,434	New	+$13.8M	1.18%	41
2024 Q2	–	Sell	-47,869	Closed	-$14.4M	–	155
2024 Q1	$14.4M	Sell	47,869 -5,002	-9%	-$1.44M	1.52%	27
2023 Q4	$13.9M	Buy	+52,871	New	+$12M	1.56%	28

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

Connors Investor Services's CRM Position: Q1 2026 in Review

Connors Investor Services increased its Salesforce (CRM) stake by 2.1% in Q1 2026, buying an estimated $227K and bringing the position to 53,775 shares worth $10M. The position accounts for 0.93% of the portfolio, ranked #43.

Connors Investor Services first reported a position in CRM in Q4 2023 and has held it in 7 quarters since. The position peaked at $15.3M in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Connors Investor Services held 53,775 shares of Salesforce worth $10M as of Q1 2026.
Connors Investor Services bought 1,095 Salesforce shares in Q1 2026, an estimated $227K.
Salesforce made up 0.93% of Connors Investor Services's portfolio in Q1 2026, its #43 holding.
Connors Investor Services first reported a position in Salesforce in Q4 2023 and has held it in 7 quarters since.
Connors Investor Services's Salesforce position peaked at $15.3M in Q2 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Connors Investor Services's 13F filing for Q1 2026, filed 15 May 2026.