Ironwood Investment Management’s Salesforce CRM Stock Holding History

Ironwood Investment 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	$932K	Sell	4,994 -3	-0.1%	-$622	0.39%	80
2025 Q4	$1.32M	Hold	4,997	–	–	0.56%	57
2025 Q3	$1.18M	Hold	4,997	–	–	0.52%	65
2025 Q2	$1.36M	Sell	4,997 -112	-2%	-$29.9K	0.66%	48
2025 Q1	$1.37M	Hold	5,109	–	–	0.75%	45
2024 Q4	$1.71M	Sell	5,109 -10	-0.2%	-$3.19K	0.85%	34
2024 Q3	$1.4M	Sell	5,119 -244	-5%	-$62.5K	0.68%	48
2024 Q2	$1.38M	Hold	5,363	–	–	0.74%	40
2024 Q1	$1.62M	Sell	5,363 -423	-7%	-$122K	0.79%	38
2023 Q4	$1.52M	Sell	5,786 -75	-1%	-$17K	0.8%	36
2023 Q3	$1.19M	Sell	5,861 -40	-0.7%	-$8.64K	0.73%	43
2023 Q2	$1.25M	Sell	5,901 -111	-2%	-$22.7K	0.72%	41
2023 Q1	$1.2M	Sell	6,012 -507	-8%	-$85.6K	0.75%	45
2022 Q4	$864K	Sell	6,519 -109	-2%	-$15.9K	0.57%	59
2022 Q3	$953K	Sell	6,628 -133	-2%	-$22.6K	0.67%	54
2022 Q2	$1.12M	Hold	6,761	–	–	0.75%	47
2022 Q1	$1.44M	Sell	6,761 -196	-3%	-$42.2K	0.78%	40
2021 Q4	$1.77M	Sell	6,957 -50	-0.7%	-$14K	0.87%	34
2021 Q3	$1.9M	Sell	7,007 -90	-1%	-$22.9K	0.98%	26
2021 Q2	$1.73M	Sell	7,097 -40	-0.6%	-$9.22K	0.88%	28
2021 Q1	$1.51M	Sell	7,137 -96	-1%	-$21.4K	0.8%	37
2020 Q4	$1.61M	Sell	7,233 -15	-0.2%	-$3.65K	0.94%	29
2020 Q3	$1.82M	Sell	7,248 -115	-2%	-$25.2K	1.3%	16
2020 Q2	$1.38M	Sell	7,363 -458	-6%	-$77.2K	1.07%	23
2020 Q1	$1.13M	Sell	7,821 -93	-1%	-$15.9K	1.13%	22
2019 Q4	$1.29M	Sell	7,914 -404	-5%	-$63.3K	0.89%	32
2019 Q3	$1.24M	Buy	+8,318	New	+$1.26M	0.93%	30

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

Ironwood Investment Management's CRM Position: Q1 2026 in Review

Ironwood Investment Management reduced its Salesforce (CRM) stake by 0.06% in Q1 2026, selling an estimated $622 and leaving 4,994 shares worth $932K. The position accounts for 0.39% of the portfolio, ranked #80.

Ironwood Investment Management first reported a position in CRM in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.9M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Ironwood Investment Management held 4,994 shares of Salesforce worth $932K as of Q1 2026.
Ironwood Investment Management sold 3 Salesforce shares in Q1 2026, an estimated $622.
Salesforce made up 0.39% of Ironwood Investment Management's portfolio in Q1 2026, its #80 holding.
Ironwood Investment Management first reported a position in Salesforce in Q3 2019 and has held it in 27 quarters since.
Ironwood Investment Management's Salesforce position peaked at $1.9M in Q3 2021.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.