J. Stern & Co’s Salesforce CRM Stock Holding History

J. Stern & Co’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	$34.2M	Sell	183,374 -47,202,137	-100%	-$9.78B	3.32%	14
2025 Q4	$47.4B	Buy	47,385,511 +47,189,352	+24,057%	+$11.7B	4.04%	12
2025 Q3	$46.5M	Sell	196,159 -7,608	-4%	-$1.92M	3.52%	13
2025 Q2	$55.6M	Buy	203,767 +5,927	+3%	+$1.58M	4.75%	9
2025 Q1	$53.1M	Buy	197,840 +17,956	+10%	+$5.58M	5.09%	9
2024 Q4	$60.1M	Buy	179,884 +11,609	+7%	+$3.7M	5.66%	7
2024 Q3	$46.1M	Buy	168,275 +8,426	+5%	+$2.16M	4.91%	8
2024 Q2	$41.1M	Buy	159,849 +5,240	+3%	+$1.4M	4.89%	10
2024 Q1	$46.2M	Buy	154,609 +32,017	+26%	+$9.24M	5.84%	7
2023 Q4	$34.5M	Buy	+122,592	New	+$27.7M	6.28%	7

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

J. Stern & Co's CRM Position: Q1 2026 in Review

J. Stern & Co reduced its Salesforce (CRM) stake by 100% in Q1 2026, selling an estimated $9.78B and leaving 183,374 shares worth $34.2M. The position accounts for 3.32% of the portfolio, ranked #14.

J. Stern & Co first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $47.4B in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

J. Stern & Co held 183,374 shares of Salesforce worth $34.2M as of Q1 2026.
J. Stern & Co sold 47,202,137 Salesforce shares in Q1 2026, an estimated $9.78B.
Salesforce made up 3.32% of J. Stern & Co's portfolio in Q1 2026, its #14 holding.
J. Stern & Co first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
J. Stern & Co's Salesforce position peaked at $47.4B in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on J. Stern & Co's 13F filing for Q1 2026, filed 15 May 2026.