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Herbst Group’s Salesforce CRM Stock Holding History

Herbst Group’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
-8,506
Closed -$2.25M – 61
2025
Q4 		$2.25M Sell
8,506
-115
-1% -$28.6K 1.33% 32
2025
Q3 		$2.04M Sell
8,621
-504
-6% -$127K 1.27% 33
2025
Q2 		$2.49M Buy
9,125
+315
+4% +$84.2K 1.49% 32
2025
Q1 		$2.36M Sell
8,810
-200
-2% -$62.2K 1.67% 29
2024
Q4 		$3.01M Sell
9,010
-1,100
-11% -$351K 1.88% 24
2024
Q3 		$2.77M Buy
10,110
+500
+5% +$128K 1.71% 25
2024
Q2 		$2.47M Sell
9,610
-200
-2% -$53.5K 1.5% 27
2024
Q1 		$2.95M Sell
9,810
-1,000
-9% -$289K 1.83% 22
2023
Q4 		$2.84M Sell
10,810
-95
-0.9% -$21.5K 1.82% 21
2023
Q3 		$2.21M Buy
10,905
+600
+6% +$130K 1.58% 26
2023
Q2 		$2.18M Hold
10,305
– – 1.5% 27
2023
Q1 		$2.06M Sell
10,305
-600
-6% -$101K 1.45% 29
2022
Q4 		$1.45M Hold
10,905
– – 1.17% 39
2022
Q3 		$1.57M Sell
10,905
-100
-0.9% -$17K 1.29% 32
2022
Q2 		$1.85M Buy
11,005
+200
+2% +$35.3K 1.46% 29
2022
Q1 		$2.29M Buy
10,805
+5,197
+93% +$1.12M 1.5% 29
2021
Q4 		$1.43M Buy
+5,608
New +$1.58M 0.88% 50

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

Herbst Group's CRM Position: Q1 2026 in Review

Herbst Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 8,506 shares — an estimated $2.25M sold.

Herbst Group first reported a position in CRM in Q4 2021 and held it in 17 quarters. The position peaked at $3.01M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Herbst Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Herbst Group sold 8,506 Salesforce shares in Q1 2026, an estimated $2.25M.
  • Herbst Group first reported a position in Salesforce in Q4 2021 and held it in 17 quarters.
  • Herbst Group's Salesforce position peaked at $3.01M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Herbst Group's 13F filing for Q1 2026, filed 9 Apr 2026.