K.J. Harrison & Partners’s Salesforce CRM Stock Holding History

K.J. Harrison & Partners’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	-11,306	Closed	-$3M	–	235
2025 Q4	$3M	Buy	+11,306	New	+$2.81M	0.4%	76
2025 Q3	–	Sell	-5,006	Closed	-$1.37M	–	214
2025 Q2	$1.37M	Buy	+5,006	New	+$1.34M	0.23%	111
2025 Q1	–	Sell	-8,000	Closed	-$2.65M	–	180
2024 Q4	$2.65M	Buy	8,000 +3,000	+60%	+$957K	0.41%	67
2024 Q3	$1.46M	Buy	+5,000	New	+$1.28M	0.22%	110
2023 Q3	–	Sell	-4,023	Closed	-$847K	–	136
2023 Q2	$847K	Buy	4,023 +1,023	+34%	+$209K	0.15%	137
2023 Q1	$599K	Buy	+3,000	New	+$507K	0.12%	149
2019 Q3	–	Sell	-2,000	Closed	-$303K	–	167
2019 Q2	$303K	Buy	+2,000	New	+$313K	0.1%	129
2018 Q1	–	Sell	-2,000	Closed	-$204K	–	169
2017 Q4	$204K	Buy	+2,000	New	+$204K	0.07%	164
2015 Q2	–	Sell	-7,000	Closed	-$468K	–	186
2015 Q1	$468K	Hold	7,000	–	–	0.14%	132
2014 Q4	$415K	Buy	7,000 +2,000	+40%	+$118K	0.12%	125
2014 Q3	$288K	Buy	+5,000	New	+$282K	0.08%	136

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

K.J. Harrison & Partners's CRM Position: Q1 2026 in Review

K.J. Harrison & Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 11,306 shares — an estimated $3M sold.

K.J. Harrison & Partners first reported a position in CRM in Q3 2014 and held it in 11 quarters. The position peaked at $3M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

K.J. Harrison & Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
K.J. Harrison & Partners sold 11,306 Salesforce shares in Q1 2026, an estimated $3M.
K.J. Harrison & Partners first reported a position in Salesforce in Q3 2014 and held it in 11 quarters.
K.J. Harrison & Partners's Salesforce position peaked at $3M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.