Dearborn Partners’s Salesforce CRM Stock Holding History

Dearborn 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	$767K	Sell	4,110 -361	-8%	-$74.8K	0.04%	147
2025 Q4	$1.18M	Sell	4,471 -151	-3%	-$37.5K	0.06%	113
2025 Q3	$1.1M	Hold	4,622	–	–	0.05%	118
2025 Q2	$1.26M	Sell	4,622 -69	-1%	-$18.4K	0.06%	113
2025 Q1	$1.26M	Sell	4,691 -112	-2%	-$34.8K	0.06%	101
2024 Q4	$1.61M	Sell	4,803 -50	-1%	-$16K	0.07%	94
2024 Q3	$1.33M	Sell	4,853 -635	-12%	-$163K	0.05%	103
2024 Q2	$1.41M	Hold	5,488	–	–	0.06%	100
2024 Q1	$1.65M	Sell	5,488 -152	-3%	-$43.9K	0.07%	93
2023 Q4	$1.48M	Sell	5,640 -60	-1%	-$13.6K	0.05%	95
2023 Q3	$1.16M	Hold	5,700	–	–	0.05%	99
2023 Q2	$1.2M	Buy	5,700 +22	+0.4%	+$4.49K	0.05%	100
2023 Q1	$1.13M	Sell	5,678 -1,019	-15%	-$172K	0.04%	105
2022 Q4	$888K	Buy	6,697 +415	+7%	+$60.6K	0.04%	121
2022 Q3	$904K	Buy	6,282 +411	+7%	+$69.7K	0.04%	116
2022 Q2	$969K	Buy	5,871 +50	+0.9%	+$8.84K	0.04%	113
2022 Q1	$1.24M	Sell	5,821 -227	-4%	-$48.9K	0.05%	110
2021 Q4	$1.54M	Sell	6,048 -28	-0.5%	-$7.87K	0.06%	100
2021 Q3	$1.65M	Buy	6,076 +9	+0.1%	+$2.29K	0.07%	89
2021 Q2	$1.48M	Hold	6,067	–	–	0.06%	97
2021 Q1	$1.28M	Sell	6,067 -65	-1%	-$14.5K	0.05%	97
2020 Q4	$1.36M	Hold	6,132	–	–	0.06%	92
2020 Q3	$1.54M	Buy	6,132 +74	+1%	+$16.2K	0.08%	85
2020 Q2	$1.14M	Sell	6,058 -365	-6%	-$61.5K	0.06%	92
2020 Q1	$925K	Buy	6,423 +25	+0.4%	+$4.29K	0.06%	93
2019 Q4	$1.04M	Buy	6,398 +353	+6%	+$55.3K	0.05%	101
2019 Q3	$897K	Sell	6,045 -10	-0.2%	-$1.52K	0.05%	96
2019 Q2	$919K	Buy	6,055 +275	+5%	+$43.1K	0.06%	94
2019 Q1	$915K	Sell	5,780 -19	-0.3%	-$2.94K	0.06%	95
2018 Q4	$794K	Buy	5,799 +175	+3%	+$24.1K	0.06%	97
2018 Q3	$894K	Hold	5,624	–	–	0.06%	96
2018 Q2	$767K	Sell	5,624 -700	-11%	-$89.3K	0.06%	92
2018 Q1	$735K	Hold	6,324	–	–	0.06%	91
2017 Q4	$647K	Sell	6,324 -200	-3%	-$20.4K	0.05%	101
2017 Q3	$609K	Sell	6,524 -12,999	-67%	-$1.2M	0.04%	103
2017 Q2	$1.69M	Sell	19,523 -113	-0.6%	-$9.84K	0.12%	79
2017 Q1	$1.62M	Sell	19,636 -1,109	-5%	-$88.6K	0.13%	80
2016 Q4	$1.42M	Sell	20,745 -1,143	-5%	-$83K	0.12%	80
2016 Q3	$1.56M	Buy	21,888 +3,919	+22%	+$306K	0.13%	80
2016 Q2	$1.43M	Hold	17,969	–	–	0.12%	83
2016 Q1	$1.33M	Buy	17,969 +13,274	+283%	+$914K	0.12%	88
2015 Q4	$368K	Sell	4,695 -465	-9%	-$36.3K	0.03%	170
2015 Q3	$358K	Sell	5,160 -2,187	-30%	-$155K	0.04%	172
2015 Q2	$512K	Sell	7,347 -8,476	-54%	-$603K	0.05%	161
2015 Q1	$1.06M	Buy	15,823 +244	+2%	+$15.1K	0.09%	158
2014 Q4	$924K	Sell	15,579 -3,000	-16%	-$177K	0.08%	170
2014 Q3	$1.07M	Buy	18,579 +1,777	+11%	+$100K	0.1%	163
2014 Q2	$976K	Hold	16,802	–	–	0.1%	169
2014 Q1	$959K	Sell	16,802 -1,360	-7%	-$81.3K	0.1%	169
2013 Q4	$1M	Buy	18,162 +1,125	+7%	+$60.2K	0.12%	165
2013 Q3	$884K	Hold	17,037	–	–	0.12%	165
2013 Q2	$650K	Buy	+17,037	New	+$703K	0.09%	182

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

Dearborn Partners's CRM Position: Q1 2026 in Review

Dearborn Partners reduced its Salesforce (CRM) stake by 8.1% in Q1 2026, selling an estimated $74.8K and leaving 4,110 shares worth $767K. The position accounts for 0.04% of the portfolio, ranked #147.

Dearborn Partners first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.69M in Q2 2017. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Dearborn Partners held 4,110 shares of Salesforce worth $767K as of Q1 2026.
Dearborn Partners sold 361 Salesforce shares in Q1 2026, an estimated $74.8K.
Salesforce made up 0.04% of Dearborn Partners's portfolio in Q1 2026, its #147 holding.
Dearborn Partners first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
Dearborn Partners's Salesforce position peaked at $1.69M in Q2 2017.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Dearborn Partners's 13F filing for Q1 2026, filed 12 May 2026.