GEM
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Global Endowment Management’s Salesforce CRM Stock Holding History

Global Endowment 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 		$250K Buy
1,339
+440
+49% +$91.2K 0.03% 120
2025
Q4 		$238K Sell
899
-605
-40% -$150K 0.03% 127
2025
Q3 		$356K Buy
+1,504
New +$379K 0.04% 111
2025
Q2 		– Sell
-808
Closed -$217K – 132
2025
Q1 		$217K Sell
808
-883
-52% -$275K 0.03% 139
2024
Q4 		$565K Sell
1,691
-827
-33% -$264K 0.07% 99
2024
Q3 		$689K Buy
2,518
+9
+0.4% +$2.31K 0.07% 98
2024
Q2 		$645K Sell
2,509
-521
-17% -$139K 0.07% 99
2024
Q1 		$913K Sell
3,030
-6,559
-68% -$1.89M 0.1% 81
2023
Q4 		$2.52M Buy
9,589
+1,587
+20% +$359K 0.28% 36
2023
Q3 		$1.62M Buy
+8,002
New +$1.73M 0.17% 55
2023
Q2 		– Sell
-19,453
Closed -$3.89M – 91
2023
Q1 		$3.89M Buy
19,453
+11
+0.1% +$1.86K 0.41% 30
2022
Q4 		$2.58M Sell
19,442
-325
-2% -$47.4K 0.29% 44
2022
Q3 		$2.84M Sell
19,767
-6,217
-24% -$1.05M 0.29% 43
2022
Q2 		$4.29M Sell
25,984
-110,988
-81% -$19.6M 0.38% 43
2022
Q1 		$29.1M Buy
136,972
+30,849
+29% +$6.64M 2.07% 11
2021
Q4 		$27M Buy
106,123
+19,720
+23% +$5.54M 1.97% 12
2021
Q3 		$23.4M Buy
86,403
+19,973
+30% +$5.07M 1.54% 12
2021
Q2 		$16.2M Buy
+66,430
New +$15.3M 0.91% 19
2019
Q3 		– Sell
-11,500
Closed -$1.75M – 109
2019
Q2 		$1.75M Buy
+11,500
New +$1.8M 0.17% 54
2019
Q1 		– Sell
-3,800
Closed -$520K – 210
2018
Q4 		$520K Buy
+3,800
New +$523K 0.11% 82
2018
Q1 		– Sell
-34,300
Closed -$3.51M – 223
2017
Q4 		$3.51M Buy
+34,300
New +$3.5M 0.51% 39
2017
Q2 		– Sell
-37,330
Closed -$3.08M – 248
2017
Q1 		$3.08M Sell
37,330
-4,100
-10% -$328K 0.45% 38
2016
Q4 		$2.84M Sell
41,430
-8,200
-17% -$595K 0.44% 39
2016
Q3 		$3.54M Buy
+49,630
New +$3.87M 0.59% 39

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Global Endowment Management's CRM Position: Q1 2026 in Review

Global Endowment Management increased its Salesforce (CRM) stake by 49% in Q1 2026, buying an estimated $91.2K and bringing the position to 1,339 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #120.

Global Endowment Management first reported a position in CRM in Q3 2016 and has held it in 24 quarters since. The position peaked at $29.1M in Q1 2022. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Global Endowment Management held 1,339 shares of Salesforce worth $250K as of Q1 2026.
  • Global Endowment Management bought 440 Salesforce shares in Q1 2026, an estimated $91.2K.
  • Salesforce made up 0.03% of Global Endowment Management's portfolio in Q1 2026, its #120 holding.
  • Global Endowment Management first reported a position in Salesforce in Q3 2016 and has held it in 24 quarters since.
  • Global Endowment Management's Salesforce position peaked at $29.1M in Q1 2022.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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