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Harold Davidson & Associates’s Salesforce CRM Stock Holding History

Harold Davidson & Associates’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
-4,422
Closed -$1.17M – 63
2025
Q4 		$1.17M Sell
4,422
-216
-5% -$53.7K 0.52% 40
2025
Q3 		$1.1M Buy
4,638
+199
+4% +$50.2K 0.5% 41
2025
Q2 		$1.21M Sell
4,439
-1,927
-30% -$515K 0.78% 31
2025
Q1 		$1.71M Sell
6,366
-61
-0.9% -$19K 0.93% 26
2024
Q4 		$2.15M Buy
+6,427
New +$2.05M 1.03% 27

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

Harold Davidson & Associates's CRM Position: Q1 2026 in Review

Harold Davidson & Associates sold out of Salesforce (CRM) in Q1 2026, closing a stake of 4,422 shares — an estimated $1.17M sold.

Harold Davidson & Associates first reported a position in CRM in Q4 2024 and held it in 5 quarters. The position peaked at $2.15M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Harold Davidson & Associates reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Harold Davidson & Associates sold 4,422 Salesforce shares in Q1 2026, an estimated $1.17M.
  • Harold Davidson & Associates first reported a position in Salesforce in Q4 2024 and held it in 5 quarters.
  • Harold Davidson & Associates's Salesforce position peaked at $2.15M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Harold Davidson & Associates's 13F filing for Q1 2026, filed 30 Apr 2026.