CSS LLC’s Salesforce CRM Stock Holding History

CSS LLC’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	$560K	Buy	+3,000	New	+$622K	0.03%	493
2025 Q4	–	Sell	-300	Closed	-$71.1K	–	1063
2025 Q3	$71.1K	Sell	300 -4,700	-94%	-$1.19M	﹤0.01%	874
2025 Q2	$1.36M	Buy	5,000 +3,000	+150%	+$802K	0.06%	237
2025 Q1	$537K	Sell	2,000 -2,000	-50%	-$622K	0.03%	456
2024 Q4	$1.34M	Buy	4,000 +2,000	+100%	+$638K	0.06%	261
2024 Q3	$547K	Sell	2,000 -6,500	-76%	-$1.66M	0.03%	475
2024 Q2	$2.19M	Buy	8,500 +4,200	+98%	+$1.12M	0.11%	132
2024 Q1	$1.3M	Buy	4,300 +2,300	+115%	+$664K	0.07%	220
2023 Q4	$526K	Buy	+2,000	New	+$453K	0.03%	392
2017 Q2	–	Sell	-2,500	Closed	-$206K	–	644
2017 Q1	$206K	Sell	2,500 -3,500	-58%	-$280K	0.01%	476
2016 Q4	$410K	Buy	+6,000	New	+$435K	0.02%	375

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CSS LLC's CRM Position: Q1 2026 in Review

CSS LLC increased its Salesforce (CRM) stake by 61% in Q1 2026, buying an estimated $147K and bringing the position to 1,881 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #606.

CSS LLC first reported a position in CRM in Q1 2014 and has held it in 24 quarters since. The position peaked at $3.7M in Q2 2014. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

CSS LLC held 1,881 shares of Salesforce worth $351K as of Q1 2026.
CSS LLC bought 710 Salesforce shares in Q1 2026, an estimated $147K.
Salesforce made up 0.02% of CSS LLC's portfolio in Q1 2026, its #606 holding.
CSS LLC first reported a position in Salesforce in Q1 2014 and has held it in 24 quarters since.
CSS LLC's Salesforce position peaked at $3.7M in Q2 2014.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on CSS LLC's 13F filing for Q1 2026, filed 15 May 2026.