EHC
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Everett Harris & Co’s Salesforce CRM Stock Holding History

Everett Harris & Co’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 		– Sell
-1,165
Closed -$309K – 331
2025
Q4 		$309K Hold
1,165
– – ﹤0.01% 276
2025
Q3 		$276K Buy
1,165
+10
+0.9% +$2.52K ﹤0.01% 284
2025
Q2 		$315K Buy
1,155
+15
+1% +$4.01K ﹤0.01% 266
2025
Q1 		$306K Hold
1,140
– – ﹤0.01% 263
2024
Q4 		$381K Buy
1,140
+13
+1% +$4.15K ﹤0.01% 219
2024
Q3 		$308K Hold
1,127
– – ﹤0.01% 230
2024
Q2 		$290K Buy
1,127
+275
+32% +$73.6K ﹤0.01% 232
2024
Q1 		$257K Hold
852
– – ﹤0.01% 246
2023
Q4 		$224K Buy
+852
New +$193K ﹤0.01% 242

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Everett Harris & Co's CRM Position: Q1 2026 in Review

Everett Harris & Co sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,165 shares — an estimated $309K sold.

Everett Harris & Co first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $381K in Q4 2024. 2,690 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Everett Harris & Co reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Everett Harris & Co sold 1,165 Salesforce shares in Q1 2026, an estimated $309K.
  • Everett Harris & Co first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Everett Harris & Co's Salesforce position peaked at $381K in Q4 2024.
  • 2,690 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.