CAM
CRM icon

Cresset Asset Management’s Salesforce CRM Stock Holding History

Cresset 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 		$89.5K Sell
2,200
-1,100
-33% -$228K ﹤0.01% 1551
2025
Q4 		$874K Hold
3,300
– – ﹤0.01% 841
2025
Q3 		$782K Buy
3,300
+3,200
+3,200% +$807K ﹤0.01% 840
2025
Q2 		$27.3K Hold
100
– – ﹤0.01% 1406
2025
Q1 		$26.8K Buy
+100
New +$31.1K ﹤0.01% 1681
2024
Q4 		– Sell
-44,700
Closed -$14.3M – 1691
2024
Q3 		$12.2M Buy
44,700
+28,700
+179% +$7.35M 0.05% 258
2024
Q2 		$4.11M Buy
+16,000
New +$4.28M 0.02% 476

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

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

Cresset Asset Management reduced its Salesforce (CRM) stake by 6% in Q1 2026, selling an estimated $727K and leaving 54,758 shares worth $10.2M. The position accounts for 0.04% of the portfolio, ranked #249.

Cresset Asset Management first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $40.6M in Q3 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Cresset Asset Management held 54,758 shares of Salesforce worth $10.2M as of Q1 2026.
  • Cresset Asset Management sold 3,509 Salesforce shares in Q1 2026, an estimated $727K.
  • Salesforce made up 0.04% of Cresset Asset Management's portfolio in Q1 2026, its #249 holding.
  • Cresset Asset Management first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Salesforce position peaked at $40.6M in Q3 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.