Family Management’s Salesforce CRM Stock Holding History

Family Management’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	-23,471	Closed	-$6.22M	–	313
2025 Q4	$6.22M	Sell	23,471 -1,096	-4%	-$272K	0.79%	36
2025 Q3	$5.82M	Buy	24,567 +820	+3%	+$207K	0.81%	35
2025 Q2	$6.48M	Buy	23,747 +56	+0.2%	+$15K	0.98%	26
2025 Q1	$6.36M	Buy	23,691 +2,091	+10%	+$650K	1.05%	21
2024 Q4	$7.22M	Buy	21,600 +918	+4%	+$293K	1.17%	21
2024 Q3	$5.66M	Buy	20,682 +7,680	+59%	+$1.97M	0.94%	24
2024 Q2	$3.34M	Buy	+13,002	New	+$3.48M	0.59%	48
2020 Q3	–	Sell	-3,133	Closed	-$587K	–	134
2020 Q2	$587K	Buy	3,133 +92	+3%	+$15.5K	0.24%	80
2020 Q1	$438K	Buy	+3,041	New	+$521K	0.22%	80
2016 Q2	–	Sell	-6,525	Closed	-$482K	–	81
2016 Q1	$482K	Buy	+6,525	New	+$449K	0.31%	40
2015 Q1	–	Sell	-10,025	Closed	-$595K	–	84
2014 Q4	$595K	Buy	+10,025	New	+$591K	0.27%	57

Other funds holding CRM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 $74.9B 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