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Ecofi Investissements’s Salesforce CRM Stock Holding History

Ecofi Investissements’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 		$690K Hold
3,700
– – 1.26% 23
2025
Q4 		$980K Buy
3,700
+100
+3% +$24.9K 0.68% 23
2025
Q3 		$853K Sell
3,600
-800
-18% -$202K 1.02% 14
2025
Q2 		$999K Buy
4,400
+1,150
+35% +$307K 1.11% 15
2025
Q1 		$746K Buy
3,250
+150
+5% +$46.7K 0.47% 28
2024
Q4 		$960K Sell
3,100
-700
-18% -$223K 0.59% 26
2024
Q3 		$848K Buy
3,800
+50
+1% +$12.8K 0.56% 24
2024
Q2 		$875K Buy
+3,750
New +$1M 0.49% 26

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

Ecofi Investissements's CRM Position: Q1 2026 in Review

Ecofi Investissements held its Salesforce (CRM) position steady in Q1 2026 at 3,700 shares worth $690K. The position accounts for 1.26% of the portfolio, ranked #23.

Ecofi Investissements first reported a position in CRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $999K in Q2 2025. 2,674 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Ecofi Investissements held 3,700 shares of Salesforce worth $690K as of Q1 2026.
  • Ecofi Investissements left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 1.26% of Ecofi Investissements's portfolio in Q1 2026, its #23 holding.
  • Ecofi Investissements first reported a position in Salesforce in Q2 2024 and has held it in 8 quarters since.
  • Ecofi Investissements's Salesforce position peaked at $999K in Q2 2025.
  • 2,674 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Ecofi Investissements's 13F filing for Q1 2026, filed 14 May 2026.