FAM
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Fulcrum Asset Management’s Salesforce CRM Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Sell
-6,682
Closed -$1.39M – 238
2025
Q1 		$1.39M Buy
+6,682
New +$2.08M 0.27% 94

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fulcrum Asset Management's CRM Position: Q1 2026 in Review

Fulcrum Asset Management increased its Salesforce (CRM) stake by 13% in Q1 2026, buying an estimated $186K and bringing the position to 7,631 shares worth $1.41M. The position accounts for 0.21% of the portfolio, ranked #91.

Fulcrum Asset Management first reported a position in CRM in Q2 2020 and has held it in 5 quarters since. The position peaked at $2.56M in Q2 2020. 2,677 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Fulcrum Asset Management held 7,631 shares of Salesforce worth $1.41M as of Q1 2026.
  • Fulcrum Asset Management bought 900 Salesforce shares in Q1 2026, an estimated $186K.
  • Salesforce made up 0.21% of Fulcrum Asset Management's portfolio in Q1 2026, its #91 holding.
  • Fulcrum Asset Management first reported a position in Salesforce in Q2 2020 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Salesforce position peaked at $2.56M in Q2 2020.
  • 2,677 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.