Glassy Mountain Advisors’s Salesforce CRM Stock Holding History

Glassy Mountain Advisors’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	$3.24M	Buy	17,355 +1,699	+11%	+$352K	1.01%	35
2025 Q4	$4.15M	Buy	15,656 +2,764	+21%	+$687K	1.25%	31
2025 Q3	$3.06M	Sell	12,892 -5	-0%	-$1.26K	0.92%	40
2025 Q2	$3.52M	Buy	12,897 +11,673	+954%	+$3.12M	1.13%	34
2025 Q1	$328K	Hold	1,224	–	–	0.12%	52
2024 Q4	$409K	Hold	1,224	–	–	0.14%	47
2024 Q3	$335K	Sell	1,224 -20	-2%	-$5.12K	0.12%	51
2024 Q2	$320K	Buy	1,244 +20	+2%	+$5.35K	0.12%	46
2024 Q1	$369K	Hold	1,224	–	–	0.14%	45
2023 Q4	$322K	Hold	1,224	–	–	0.13%	46
2023 Q3	$249K	Hold	1,224	–	–	0.12%	50
2023 Q2	$259K	Buy	+1,224	New	+$250K	0.12%	55
2023 Q1	–	Sell	-1,255	Closed	-$166K	–	59
2022 Q4	$166K	Buy	+1,255	New	+$183K	0.09%	67
2022 Q2	$202K	Hold	1,224	–	–	0.12%	65
2022 Q1	$260K	Hold	1,224	–	–	0.13%	60
2021 Q4	$311K	Buy	+1,224	New	+$344K	0.16%	58

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

Glassy Mountain Advisors's CRM Position: Q1 2026 in Review

Glassy Mountain Advisors increased its Salesforce (CRM) stake by 11% in Q1 2026, buying an estimated $352K and bringing the position to 17,355 shares worth $3.24M. The position accounts for 1.01% of the portfolio, ranked #35.

Glassy Mountain Advisors first reported a position in CRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.15M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Glassy Mountain Advisors held 17,355 shares of Salesforce worth $3.24M as of Q1 2026.
Glassy Mountain Advisors bought 1,699 Salesforce shares in Q1 2026, an estimated $352K.
Salesforce made up 1.01% of Glassy Mountain Advisors's portfolio in Q1 2026, its #35 holding.
Glassy Mountain Advisors first reported a position in Salesforce in Q4 2021 and has held it in 16 quarters since.
Glassy Mountain Advisors's Salesforce position peaked at $4.15M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.