JS
CRM icon

Jeffrey Smith’s Salesforce CRM Stock Holding History

Jeffrey Smith’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
-940,325
Closed -$249M – 28
2025
Q4 		$249M Sell
940,325
-301,825
-24% -$75M 4.72% 9
2025
Q3 		$294M Sell
1,242,150
-10,097
-0.8% -$2.55M 5.54% 9
2025
Q2 		$341M Buy
1,252,247
+402,568
+47% +$108M 5.92% 8
2025
Q1 		$228M Buy
849,679
+290,415
+52% +$90.3M 4.15% 11
2024
Q4 		$187M Sell
559,264
-882,584
-61% -$282M 3.38% 14
2024
Q3 		$395M Sell
1,441,848
-240,022
-14% -$61.5M 8.39% 4
2024
Q2 		$432M Buy
1,681,870
+473,395
+39% +$127M 10.07% 3
2024
Q1 		$364M Sell
1,208,475
-327,978
-21% -$94.6M 7.52% 5
2023
Q4 		$404M Sell
1,536,453
-193,998
-11% -$43.9M 8.41% 5
2023
Q3 		$351M Sell
1,730,451
-277,625
-14% -$60M 8.99% 3
2023
Q2 		$424M Sell
2,008,076
-522,907
-21% -$107M 9.16% 3
2023
Q1 		$506M Sell
2,530,983
-494,999
-16% -$83.6M 10.14% 2
2022
Q4 		$401M Buy
+3,025,982
New +$442M 7.69% 5

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Jeffrey Smith's CRM Position: Q1 2026 in Review

Jeffrey Smith sold out of Salesforce (CRM) in Q1 2026, closing a stake of 940,325 shares — an estimated $249M sold.

Jeffrey Smith first reported a position in CRM in Q4 2022 and held it in 13 quarters. The position peaked at $506M in Q1 2023. 2,681 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Jeffrey Smith reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Jeffrey Smith sold 940,325 Salesforce shares in Q1 2026, an estimated $249M.
  • Jeffrey Smith first reported a position in Salesforce in Q4 2022 and held it in 13 quarters.
  • Jeffrey Smith's Salesforce position peaked at $506M in Q1 2023.
  • 2,681 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Starboard Value's 13F filing for Q1 2026, filed 15 May 2026.