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Curi RMB Capital’s Salesforce CRM Stock Holding History

Curi RMB Capital’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 		$579K Buy
+3,100
New +$642K 0.01% 563
2025
Q4 		– Hold
0
– – – 818
2025
Q3 		– Sell
-900
Closed -$227K – 670
2025
Q2 		$245K Buy
+900
New +$241K ﹤0.01% 620

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

Curi RMB Capital's CRM Position: Q1 2026 in Review

Curi RMB Capital reduced its Salesforce (CRM) stake by 89% in Q1 2026, selling an estimated $32.2M and leaving 18,872 shares worth $3.52M. The position accounts for 0.06% of the portfolio, ranked #256.

Curi RMB Capital first reported a position in CRM in Q1 2017 and has held it in 37 quarters since. The position peaked at $55M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Curi RMB Capital held 18,872 shares of Salesforce worth $3.52M as of Q1 2026.
  • Curi RMB Capital sold 155,305 Salesforce shares in Q1 2026, an estimated $32.2M.
  • Salesforce made up 0.06% of Curi RMB Capital's portfolio in Q1 2026, its #256 holding.
  • Curi RMB Capital first reported a position in Salesforce in Q1 2017 and has held it in 37 quarters since.
  • Curi RMB Capital's Salesforce position peaked at $55M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.