CAM
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Costello Asset Management’s Salesforce CRM Stock Holding History

Costello Asset Management’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 		$27.7K Buy
148
+119
+410% +$24.7K 0.01% 333
2025
Q4 		$7.72K Buy
29
+14
+93% +$3.48K ﹤0.01% 495
2025
Q3 		$3.59K Hold
15
– – ﹤0.01% 579
2025
Q2 		$4.12K Sell
15
-29
-66% -$7.75K ﹤0.01% 573
2025
Q1 		$11.8K Sell
44
-25
-36% -$7.78K ﹤0.01% 436
2024
Q4 		$23.1K Hold
69
– – 0.02% 121
2024
Q3 		$18.9K Hold
69
– – 0.01% 127
2024
Q2 		$17.7K Hold
69
– – 0.01% 114
2024
Q1 		$20.8K Hold
69
– – 0.01% 123
2023
Q4 		$18.2K Hold
69
– – 0.02% 121
2023
Q3 		$14K Hold
69
– – 0.01% 131
2023
Q2 		$14.6K Hold
69
– – 0.01% 130
2023
Q1 		$13.8K Hold
69
– – 0.01% 138
2022
Q4 		$9.15K Sell
69
-74
-52% -$10.8K 0.01% 155
2022
Q3 		$21K Hold
143
– – 0.02% 118
2022
Q2 		$24K Hold
143
– – 0.02% 122
2022
Q1 		$30K Hold
143
– – 0.02% 130
2021
Q4 		$36K Sell
143
-11
-7% -$3.09K 0.02% 127
2021
Q3 		$42K Buy
154
+70
+83% +$17.8K 0.03% 120
2021
Q2 		$21K Hold
84
– – 0.01% 143
2021
Q1 		$18K Buy
+84
New +$18.7K 0.01% 157

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Costello Asset Management's CRM Position: Q1 2026 in Review

Costello Asset Management increased its Salesforce (CRM) stake by 410% in Q1 2026, buying an estimated $24.7K and bringing the position to 148 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #333.

Costello Asset Management first reported a position in CRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $42K in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Costello Asset Management held 148 shares of Salesforce worth $27.7K as of Q1 2026.
  • Costello Asset Management bought 119 Salesforce shares in Q1 2026, an estimated $24.7K.
  • Salesforce made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #333 holding.
  • Costello Asset Management first reported a position in Salesforce in Q1 2021 and has held it in 21 quarters since.
  • Costello Asset Management's Salesforce position peaked at $42K in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.