Cornerstone Select Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$519K Buy
2,780
+172
+7% +$35.6K 0.32% 75
2025
Q4
$691K Buy
2,608
+37
+1% +$9.2K 0.48% 56
2025
Q3
$609K Buy
2,571
+274
+12% +$69.1K 0.45% 59
2025
Q2
$626K Buy
2,297
+35
+2% +$9.36K 0.55% 53
2025
Q1
$607K Buy
2,262
+541
+31% +$168K 0.57% 51
2024
Q4
$575K Buy
+1,721
New +$549K 0.55% 54

Other funds holding CRM

Cornerstone Select Advisors's CRM Position: Q1 2026 in Review

Cornerstone Select Advisors increased its Salesforce (CRM) stake by 6.6% in Q1 2026, buying an estimated $35.6K and bringing the position to 2,780 shares worth $519K. The position accounts for 0.32% of the portfolio, ranked #75.

Cornerstone Select Advisors first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $691K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Cornerstone Select Advisors held 2,780 shares of Salesforce worth $519K as of Q1 2026.
  • Cornerstone Select Advisors bought 172 Salesforce shares in Q1 2026, an estimated $35.6K.
  • Salesforce made up 0.32% of Cornerstone Select Advisors's portfolio in Q1 2026, its #75 holding.
  • Cornerstone Select Advisors first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Cornerstone Select Advisors's Salesforce position peaked at $691K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cornerstone Select Advisors's 13F filing for Q1 2026, filed 13 May 2026.