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Cottage Street Advisors’s Salesforce CRM Stock Holding History

Cottage Street Advisors’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
-1,068
Closed -$283K – 142
2025
Q4 		$283K Sell
1,068
-140
-12% -$34.8K 0.12% 106
2025
Q3 		$286K Sell
1,208
-2,400
-67% -$605K 0.12% 102
2025
Q2 		$984K Sell
3,608
-343
-9% -$91.7K 0.51% 44
2025
Q1 		$1.06M Buy
3,951
+2,301
+139% +$716K 0.53% 40
2024
Q4 		$552K Sell
1,650
-2
-0.1% -$638 0.29% 62
2024
Q3 		$452K Sell
1,652
-125
-7% -$32K 0.25% 63
2024
Q2 		$457K Buy
1,777
+1
+0.1% +$268 0.27% 61
2024
Q1 		$535K Buy
1,776
+649
+58% +$187K 0.32% 55
2023
Q4 		$290K Hold
1,127
– – 0.2% 69
2023
Q3 		$229K Buy
1,127
+129
+13% +$27.9K 0.17% 79
2023
Q2 		$211K Buy
+998
New +$204K 0.15% 80
2022
Q2 		– Sell
-1,035
Closed -$220K – 91
2022
Q1 		$220K Buy
1,035
+4
+0.4% +$861 0.13% 101
2021
Q4 		$262K Sell
1,031
-326
-24% -$91.6K 0.15% 92
2021
Q3 		$368K Sell
1,357
-182
-12% -$46.2K 0.25% 69
2021
Q2 		$376K Buy
1,539
+550
+56% +$127K 0.22% 79
2021
Q1 		$210K Sell
989
-1,000
-50% -$223K 0.14% 88
2020
Q4 		$443K Buy
+1,989
New +$484K 0.41% 44
2020
Q1 		– Sell
-2,404
Closed -$391K – 92
2019
Q4 		$391K Sell
2,404
-2,332
-49% -$366K 0.22% 72
2019
Q3 		$703K Sell
4,736
-884
-16% -$134K 0.42% 57
2019
Q2 		$853K Buy
+5,620
New +$881K 0.51% 51

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

Cottage Street Advisors's CRM Position: Q1 2026 in Review

Cottage Street Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,068 shares — an estimated $283K sold.

Cottage Street Advisors first reported a position in CRM in Q2 2019 and held it in 20 quarters. The position peaked at $1.06M in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Cottage Street Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Cottage Street Advisors sold 1,068 Salesforce shares in Q1 2026, an estimated $283K.
  • Cottage Street Advisors first reported a position in Salesforce in Q2 2019 and held it in 20 quarters.
  • Cottage Street Advisors's Salesforce position peaked at $1.06M in Q1 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cottage Street Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.