First Manhattan’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $494M | Sell |
2,645,328
-22,090
| -0.8% | -$4.58M | 1.37% | 15 |
|
|
2025
Q4 | $708M | Buy |
2,667,418
+437,277
| +20% | +$109M | 1.86% | 12 |
|
|
2025
Q3 | $529M | Buy |
2,230,141
+352,665
| +19% | +$88.9M | 1.4% | 12 |
|
|
2025
Q2 | $513M | Buy |
1,877,476
+336,462
| +22% | +$90M | 1.45% | 13 |
|
|
2025
Q1 | $414M | Sell |
1,541,014
-17,572
| -1% | -$5.47M | 1.21% | 17 |
|
|
2024
Q4 | $528M | Buy |
1,558,586
+15,899
| +1% | +$5.07M | 1.55% | 12 |
|
|
2024
Q3 | $423M | Buy |
1,542,687
+867,395
| +128% | +$222M | 1.25% | 14 |
|
|
2024
Q2 | $174M | Buy |
675,292
+662,323
| +5,107% | +$177M | 0.56% | 32 |
|
|
2024
Q1 | $3.91M | Buy |
12,969
+145
| +1% | +$41.8K | 0.01% | 239 |
|
|
2023
Q4 | $3.37M | Buy |
12,824
+277
| +2% | +$62.7K | 0.01% | 251 |
|
|
2023
Q3 | $2.54M | Sell |
12,547
-499
| -4% | -$108K | 0.01% | 276 |
|
|
2023
Q2 | $2.76M | Sell |
13,046
-228
| -2% | -$46.5K | 0.01% | 265 |
|
|
2023
Q1 | $2.65M | Buy |
13,274
+10,476
| +374% | +$1.77M | 0.01% | 280 |
|
|
2022
Q4 | $371K | Buy |
2,798
+658
| +31% | +$96K | ﹤0.01% | 572 |
|
|
2022
Q3 | $307K | Buy |
2,140
+100
| +5% | +$17K | ﹤0.01% | 602 |
|
|
2022
Q2 | $336K | Sell |
2,040
-20
| -1% | -$3.53K | ﹤0.01% | 609 |
|
|
2022
Q1 | $437K | Sell |
2,060
-2,658
| -56% | -$572K | ﹤0.01% | 603 |
|
|
2021
Q4 | $1.2M | Sell |
4,718
-773
| -14% | -$217K | ﹤0.01% | 418 |
|
|
2021
Q3 | $1.49M | Buy |
5,491
+485
| +10% | +$123K | 0.01% | 375 |
|
|
2021
Q2 | $1.22M | Sell |
5,006
-70
| -1% | -$16.1K | ﹤0.01% | 408 |
|
|
2021
Q1 | $1.07M | Sell |
5,076
-1,930
| -28% | -$430K | ﹤0.01% | 411 |
|
|
2020
Q4 | $1.56M | Buy |
7,006
+5,250
| +299% | +$1.28M | 0.01% | 339 |
|
|
2020
Q3 | $441K | Buy |
1,756
+445
| +34% | +$97.4K | ﹤0.01% | 513 |
|
|
2020
Q2 | $245K | Sell |
1,311
-161
| -11% | -$27.1K | ﹤0.01% | 611 |
|
|
2020
Q1 | $211K | Hold |
1,472
| – | – | ﹤0.01% | 603 |
|
|
2019
Q4 | $239K | Hold |
1,472
| – | – | ﹤0.01% | 658 |
|
|
2019
Q3 | $218K | Buy |
1,472
+151
| +11% | +$22.9K | ﹤0.01% | 674 |
|
|
2019
Q2 | $200K | Buy |
1,321
+65
| +5% | +$10.2K | ﹤0.01% | 706 |
|
|
2019
Q1 | $198K | Buy |
1,256
+161
| +15% | +$25K | ﹤0.01% | 714 |
|
|
2018
Q4 | $149K | Buy |
1,095
+10
| +0.9% | +$1.38K | ﹤0.01% | 733 |
|
|
2018
Q3 | $172K | Sell |
1,085
-15
| -1% | -$2.23K | ﹤0.01% | 748 |
|
|
2018
Q2 | $150K | Buy |
1,100
+100
| +10% | +$12.8K | ﹤0.01% | 744 |
|
|
2018
Q1 | $116K | Sell |
1,000
-7,321
| -88% | -$841K | ﹤0.01% | 780 |
|
|
2017
Q4 | $850K | Buy |
8,321
+7,321
| +732% | +$746K | ﹤0.01% | 475 |
|
|
2017
Q3 | $93K | Hold |
1,000
| – | – | ﹤0.01% | 822 |
|
|
2017
Q2 | $86K | Hold |
1,000
| – | – | ﹤0.01% | 831 |
|
|
2017
Q1 | $82K | Hold |
1,000
| – | – | ﹤0.01% | 849 |
|
|
2016
Q4 | $68K | Hold |
1,000
| – | – | ﹤0.01% | 874 |
|
|
2016
Q3 | $71K | Sell |
1,000
-88
| -8% | -$6.86K | ﹤0.01% | 863 |
|
|
2016
Q2 | $86K | Buy |
1,088
+88
| +9% | +$6.91K | ﹤0.01% | 847 |
|
|
2016
Q1 | $73K | Buy |
+1,000
| New | +$68.9K | ﹤0.01% | 849 |
|
|
2015
Q1 | – | Sell |
-24
| Closed | -$1K | – | 1452 |
|
|
2014
Q4 | $1K | Buy |
+24
| New | +$1.42K | ﹤0.01% | 1431 |
|
Other funds holding CRM
VCM
VPM
First Manhattan's CRM Position: Q1 2026 in Review
First Manhattan reduced its Salesforce (CRM) stake by 0.83% in Q1 2026, selling an estimated $4.58M and leaving 2,645,328 shares worth $494M. The position accounts for 1.37% of the portfolio, ranked #15.
First Manhattan first reported a position in CRM in Q4 2014 and has held it in 42 quarters since. The position peaked at $708M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- First Manhattan held 2,645,328 shares of Salesforce worth $494M as of Q1 2026.
- First Manhattan sold 22,090 Salesforce shares in Q1 2026, an estimated $4.58M.
- Salesforce made up 1.37% of First Manhattan's portfolio in Q1 2026, its #15 holding.
- First Manhattan first reported a position in Salesforce in Q4 2014 and has held it in 42 quarters since.
- First Manhattan's Salesforce position peaked at $708M in Q4 2025.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.