Cumberland Partners’s Salesforce CRM Stock Holding History

Cumberland Partners’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	$1.87M	Sell	10,000 -12,600	-56%	-$2.61M	0.14%	94
2025 Q4	$5.99M	Sell	22,600 -59,612	-73%	-$14.8M	0.37%	52
2025 Q3	$19.5M	Sell	82,212 -3,941	-5%	-$994K	1.27%	22
2025 Q2	$23.5M	Buy	86,153 +73,553	+584%	+$19.7M	1.63%	19
2025 Q1	$3.38M	Buy	12,600 +1,500	+14%	+$467K	0.26%	64
2024 Q4	$3.71M	Sell	11,100 -3,000	-21%	-$957K	0.26%	63
2024 Q3	$3.86M	Sell	14,100 -1,000	-7%	-$256K	0.27%	71
2024 Q2	$3.88M	Buy	15,100 +4,000	+36%	+$1.07M	0.28%	65
2024 Q1	$3.34M	Hold	11,100	–	–	0.24%	72
2023 Q4	$2.91M	Buy	11,100 +1,000	+10%	+$226K	0.27%	70
2023 Q3	$2.05M	Buy	10,100 +1,750	+21%	+$378K	0.2%	88
2023 Q2	$1.76M	Buy	8,350 +4,250	+104%	+$868K	0.16%	97
2023 Q1	$819K	Buy	+4,100	New	+$693K	0.08%	116
2022 Q2	–	Sell	-2,850	Closed	-$605K	–	166
2022 Q1	$605K	Buy	+2,850	New	+$613K	0.05%	134

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

Cumberland Partners's CRM Position: Q1 2026 in Review

Cumberland Partners reduced its Salesforce (CRM) stake by 56% in Q1 2026, selling an estimated $2.61M and leaving 10,000 shares worth $1.87M. The position accounts for 0.14% of the portfolio, ranked #94.

Cumberland Partners first reported a position in CRM in Q1 2022 and has held it in 14 quarters since. The position peaked at $23.5M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Cumberland Partners held 10,000 shares of Salesforce worth $1.87M as of Q1 2026.
Cumberland Partners sold 12,600 Salesforce shares in Q1 2026, an estimated $2.61M.
Salesforce made up 0.14% of Cumberland Partners's portfolio in Q1 2026, its #94 holding.
Cumberland Partners first reported a position in Salesforce in Q1 2022 and has held it in 14 quarters since.
Cumberland Partners's Salesforce position peaked at $23.5M in Q2 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.