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Crestwood Advisors Group’s Salesforce CRM Stock Holding History

Crestwood Advisors Group’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 		$24.4M Sell
130,681
-129,452
-50% -$26.8M 0.41% 64
2025
Q4 		$68.9M Sell
260,133
-11,033
-4% -$2.74M 1.15% 22
2025
Q3 		$64.3M Sell
271,166
-26,966
-9% -$6.8M 1.09% 25
2025
Q2 		$81.3M Sell
298,132
-1,449
-0.5% -$387K 1.46% 12
2025
Q1 		$80.4M Buy
299,581
+2,109
+0.7% +$656K 1.53% 11
2024
Q4 		$99.5M Buy
297,472
+3,212
+1% +$1.03M 1.86% 9
2024
Q3 		$80.5M Buy
294,260
+826
+0.3% +$212K 1.54% 13
2024
Q2 		$75.4M Buy
293,434
+35,483
+14% +$9.49M 1.56% 16
2024
Q1 		$77.7M Buy
257,951
+10,942
+4% +$3.16M 1.7% 15
2023
Q4 		$65M Buy
247,009
+10,221
+4% +$2.31M 1.51% 18
2023
Q3 		$48M Buy
236,788
+66,940
+39% +$14.5M 1.26% 25
2023
Q2 		$35.9M Buy
169,848
+19,440
+13% +$3.97M 1.13% 31
2023
Q1 		$30M Buy
150,408
+13,366
+10% +$2.26M 1% 36
2022
Q4 		$18.2M Sell
137,042
-73,528
-35% -$10.7M 0.62% 52
2022
Q3 		$30.3M Sell
210,570
-5,657
-3% -$959K 1.07% 33
2022
Q2 		$35.7M Buy
216,227
+15,558
+8% +$2.75M 1.2% 28
2022
Q1 		$42.6M Buy
200,669
+31,661
+19% +$6.81M 1.2% 28
2021
Q4 		$43M Buy
169,008
+3,234
+2% +$909K 1.11% 33
2021
Q3 		$45M Buy
165,774
+162,337
+4,723% +$41.2M 1.27% 26
2021
Q2 		$840K Sell
3,437
-184
-5% -$42.4K 0.02% 164
2021
Q1 		$767K Sell
3,621
-91
-2% -$20.3K 0.02% 163
2020
Q4 		$826K Sell
3,712
-41
-1% -$9.97K 0.03% 156
2020
Q3 		$943K Buy
3,753
+203
+6% +$44.4K 0.04% 128
2020
Q2 		$665K Sell
3,550
-124
-3% -$20.9K 0.03% 145
2020
Q1 		$529K Sell
3,674
-14,420
-80% -$2.47M 0.03% 148
2019
Q4 		$2.94M Sell
18,094
-312
-2% -$48.9K 0.12% 104
2019
Q3 		$2.73M Buy
18,406
+600
+3% +$91.2K 0.12% 102
2019
Q2 		$2.7M Buy
17,806
+14,894
+511% +$2.33M 0.12% 102
2019
Q1 		$461K Buy
2,912
+407
+16% +$63.1K 0.03% 115
2018
Q4 		$343K Buy
2,505
+250
+11% +$34.4K 0.03% 119
2018
Q3 		$359K Sell
2,255
-44
-2% -$6.53K 0.03% 121
2018
Q2 		$332K Buy
2,299
+55
+2% +$7.02K 0.02% 124
2018
Q1 		$261K Buy
2,244
+44
+2% +$5.05K 0.02% 143
2017
Q4 		$225K Hold
2,200
– – 0.02% 164
2017
Q3 		$206K Buy
+2,200
New +$202K 0.02% 148
2017
Q2 		– Sell
-2,200
Closed -$192K – 211
2017
Q1 		$192K Buy
+2,200
New +$176K 0.02% 142
2016
Q3 		– Sell
-3,255
Closed -$258K – 131
2016
Q2 		$258K Buy
+3,255
New +$255K 0.03% 113
2015
Q1 		– Sell
-6,084
Closed -$361K – 152
2014
Q4 		$361K Buy
6,084
+682
+13% +$40.2K 0.05% 92
2014
Q3 		$311K Hold
5,402
– – 0.05% 93
2014
Q2 		$314K Hold
5,402
– – 0.05% 91
2014
Q1 		$308K Hold
5,402
– – 0.05% 95
2013
Q4 		$298K Sell
5,402
-318
-6% -$17K 0.05% 104
2013
Q3 		$297K Hold
5,720
– – 0.05% 99
2013
Q2 		$218K Buy
+5,720
New +$236K 0.04% 116

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

Crestwood Advisors Group's CRM Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Salesforce (CRM) stake by 50% in Q1 2026, selling an estimated $26.8M and leaving 130,681 shares worth $24.4M. The position accounts for 0.41% of the portfolio, ranked #64.

Crestwood Advisors Group first reported a position in CRM in Q2 2013 and has held it in 44 quarters since. The position peaked at $99.5M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Crestwood Advisors Group held 130,681 shares of Salesforce worth $24.4M as of Q1 2026.
  • Crestwood Advisors Group sold 129,452 Salesforce shares in Q1 2026, an estimated $26.8M.
  • Salesforce made up 0.41% of Crestwood Advisors Group's portfolio in Q1 2026, its #64 holding.
  • Crestwood Advisors Group first reported a position in Salesforce in Q2 2013 and has held it in 44 quarters since.
  • Crestwood Advisors Group's Salesforce position peaked at $99.5M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.