Gardner Lewis Asset Management’s Salesforce CRM Stock Holding History

Gardner Lewis 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
2026 Q1	–	Sell	-4,575	Closed	-$1.21M	–	88
2025 Q4	$1.21M	Hold	4,575	–	–	0.31%	59
2025 Q3	$1.08M	Hold	4,575	–	–	0.26%	57
2025 Q2	$1.25M	Hold	4,575	–	–	0.31%	60
2025 Q1	$1.23M	Sell	4,575 -2,830	-38%	-$880K	0.3%	62
2024 Q4	$2.48M	Buy	7,405 +2,830	+62%	+$903K	0.6%	41
2024 Q3	$1.25M	Hold	4,575	–	–	0.35%	54
2024 Q2	$1.18M	Hold	4,575	–	–	0.32%	57
2024 Q1	$1.38M	Hold	4,575	–	–	0.38%	53
2023 Q4	$1.2M	Sell	4,575 -2,625	-36%	-$594K	0.41%	46
2023 Q3	$1.46M	Sell	7,200 -11,307	-61%	-$2.44M	0.5%	46
2023 Q2	$3.91M	Hold	18,507	–	–	1.32%	29
2023 Q1	$3.7M	Buy	18,507 +350	+2%	+$59.1K	1.28%	28
2022 Q4	$2.41M	Sell	18,157 -8,970	-33%	-$1.31M	0.83%	35
2022 Q3	$3.9M	Sell	27,127 -720	-3%	-$122K	0.86%	41
2022 Q2	$4.6M	Buy	27,847 +5,225	+23%	+$923K	0.93%	37
2022 Q1	$4.8M	Hold	22,622	–	–	0.86%	40
2021 Q4	$5.75M	Sell	22,622 -16,201	-42%	-$4.55M	1.06%	36
2021 Q3	$10.5M	Buy	38,823 +3,710	+11%	+$942K	1.49%	29
2021 Q2	$8.58M	Sell	35,113 -3,827	-10%	-$882K	0.98%	30
2021 Q1	$8.25M	Sell	38,940 -10,955	-22%	-$2.44M	1.48%	27
2020 Q4	$11.1M	Hold	49,895	–	–	2.59%	13
2020 Q3	$12.5M	Sell	49,895 -1,785	-3%	-$391K	2.27%	13
2020 Q2	$9.68M	Sell	51,680 -1,125	-2%	-$190K	1.79%	18
2020 Q1	$7.6M	Sell	52,805 -12,245	-19%	-$2.1M	1.26%	23
2019 Q4	$10.6M	Sell	65,050 -21,321	-25%	-$3.34M	1.44%	17
2019 Q3	$12.8M	Buy	86,371 +5,314	+7%	+$808K	1.92%	14
2019 Q2	$12.3M	Buy	81,057 +1,090	+1%	+$171K	1.51%	23
2019 Q1	$12.7M	Sell	79,967 -9,845	-11%	-$1.53M	1.57%	20
2018 Q4	$12.3M	Buy	89,812 +6,841	+8%	+$941K	1.11%	20
2018 Q3	$13.2M	Sell	82,971 -905	-1%	-$134K	1.01%	27
2018 Q2	$11.4M	Sell	83,876 -1,146	-1%	-$146K	0.87%	23
2018 Q1	$9.89M	Sell	85,022 -660	-0.8%	-$75.8K	0.76%	24
2017 Q4	$8.76M	Buy	85,682 +5,517	+7%	+$562K	0.74%	28
2017 Q3	$7.49M	Sell	80,165 -8,685	-10%	-$799K	0.48%	32
2017 Q2	$7.69M	Sell	88,850 -6,756	-7%	-$588K	0.51%	39
2017 Q1	$7.89M	Sell	95,606 -16,400	-15%	-$1.31M	0.62%	30
2016 Q4	$7.67M	Buy	112,006 +5,970	+6%	+$433K	0.59%	31
2016 Q3	$7.56M	Sell	106,036 -12,710	-11%	-$991K	0.61%	36
2016 Q2	$9.43M	Buy	118,746 +6,360	+6%	+$499K	0.99%	32
2016 Q1	$8.3M	Buy	112,386 +1,222	+1%	+$84.2K	1.63%	20
2015 Q4	$8.71M	Sell	111,164 -2,815	-2%	-$220K	1.37%	26
2015 Q3	$7.91M	Buy	113,979 +7,525	+7%	+$533K	1.12%	29
2015 Q2	$7.41M	Sell	106,454 -12,235	-10%	-$871K	1.12%	29
2015 Q1	$7.93M	Buy	118,689 +7,825	+7%	+$485K	1.66%	14
2014 Q4	$6.58M	Buy	110,864 +3,240	+3%	+$191K	1.32%	25
2014 Q3	$6.19M	Buy	107,624 +12,625	+13%	+$711K	1.24%	29
2014 Q2	$5.52M	Buy	94,999 +3,265	+4%	+$176K	1.53%	23
2014 Q1	$5.24M	Sell	91,734 -2,445	-3%	-$146K	1.65%	21
2013 Q4	$5.2M	Sell	94,179 -30	-0%	-$1.6K	1.75%	21
2013 Q3	$4.89M	Buy	94,209 +620	+0.7%	+$28.1K	1.33%	31
2013 Q2	$3.57M	Buy	+93,589	New	+$3.86M	0.92%	45

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Gardner Lewis Asset Management's CRM Position: Q1 2026 in Review

Gardner Lewis Asset Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 4,575 shares — an estimated $1.21M sold.

Gardner Lewis Asset Management first reported a position in CRM in Q2 2013 and held it in 51 quarters. The position peaked at $13.2M in Q3 2018. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Gardner Lewis Asset Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Gardner Lewis Asset Management sold 4,575 Salesforce shares in Q1 2026, an estimated $1.21M.
Gardner Lewis Asset Management first reported a position in Salesforce in Q2 2013 and held it in 51 quarters.
Gardner Lewis Asset Management's Salesforce position peaked at $13.2M in Q3 2018.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Gardner Lewis Asset Management's 13F filing for Q1 2026, filed 8 May 2026.