Knollwood Investment Advisory’s Salesforce CRM Stock Holding History

Knollwood Investment Advisory’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	$5.1M	Hold	27,312	–	–	0.51%	45
2025 Q4	$7.24M	Sell	27,312 -127	-0.5%	-$31.6K	0.68%	32
2025 Q3	$6.5M	Sell	27,439 -43	-0.2%	-$10.8K	0.59%	36
2025 Q2	$7.49M	Hold	27,482	–	–	0.72%	29
2025 Q1	$7.38M	Buy	27,482 +170	+0.6%	+$52.9K	0.82%	22
2024 Q4	$9.13M	Buy	27,312 +3,000	+12%	+$957K	0.96%	19
2024 Q3	$6.65M	Hold	24,312	–	–	0.71%	29
2024 Q2	$6.25M	Sell	24,312 -6,068	-20%	-$1.62M	0.7%	30
2024 Q1	$9.15M	Buy	30,380 +6,200	+26%	+$1.79M	1.65%	13
2023 Q4	$6.36M	Buy	24,180 +10,550	+77%	+$2.39M	1.32%	17
2023 Q3	$2.76M	Buy	13,630 +7,300	+115%	+$1.58M	1.29%	27
2023 Q2	$1.34M	Buy	6,330 +4,939	+355%	+$1.01M	0.45%	59
2023 Q1	$278K	Buy	+1,391	New	+$235K	0.05%	115

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

Knollwood Investment Advisory's CRM Position: Q1 2026 in Review

Knollwood Investment Advisory held its Salesforce (CRM) position steady in Q1 2026 at 27,312 shares worth $5.1M. The position accounts for 0.51% of the portfolio, ranked #45.

Knollwood Investment Advisory first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.15M in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Knollwood Investment Advisory held 27,312 shares of Salesforce worth $5.1M as of Q1 2026.
Knollwood Investment Advisory left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 0.51% of Knollwood Investment Advisory's portfolio in Q1 2026, its #45 holding.
Knollwood Investment Advisory first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
Knollwood Investment Advisory's Salesforce position peaked at $9.15M in Q1 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.