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Financial Insights’s Salesforce CRM Stock Holding History

Financial Insights’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
-872
Closed -$231K – 132
2025
Q4 		$231K Sell
872
-164
-16% -$40.8K 0.08% 117
2025
Q3 		$246K Sell
1,036
-57
-5% -$14.4K 0.08% 115
2025
Q2 		$298K Sell
1,093
-7
-0.6% -$1.87K 0.11% 91
2025
Q1 		$295K Buy
1,100
+99
+10% +$30.8K 0.12% 83
2024
Q4 		$335K Sell
1,001
-864
-46% -$276K 0.12% 78
2024
Q3 		$510K Sell
1,865
-1,701
-48% -$436K 0.16% 82
2024
Q2 		$917K Sell
3,566
-639
-15% -$171K 0.25% 62
2024
Q1 		$1.27M Buy
4,205
+5
+0.1% +$1.44K 0.35% 57
2023
Q4 		$1.11M Buy
4,200
+92
+2% +$20.8K 0.35% 56
2023
Q3 		$825K Buy
4,108
+615
+18% +$133K 0.29% 63
2023
Q2 		$738K Buy
3,493
+1,153
+49% +$235K 0.27% 64
2023
Q1 		$467K Buy
+2,340
New +$395K 0.19% 89

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

Financial Insights's CRM Position: Q1 2026 in Review

Financial Insights sold out of Salesforce (CRM) in Q1 2026, closing a stake of 872 shares — an estimated $231K sold.

Financial Insights first reported a position in CRM in Q1 2023 and held it in 12 quarters. The position peaked at $1.27M in Q1 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Financial Insights reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Financial Insights sold 872 Salesforce shares in Q1 2026, an estimated $231K.
  • Financial Insights first reported a position in Salesforce in Q1 2023 and held it in 12 quarters.
  • Financial Insights's Salesforce position peaked at $1.27M in Q1 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.