Liberty One Investment Management’s Salesforce CRM Stock Holding History

Liberty One 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	$740K	Buy	3,964 +1,650	+71%	+$342K	0.08%	112
2025 Q4	$613K	Sell	2,314 -1,975	-46%	-$491K	0.08%	106
2025 Q3	$1.02M	Buy	4,289 +1,078	+34%	+$272K	0.06%	98
2025 Q2	$876K	Buy	3,211 +46	+1%	+$12.3K	0.09%	91
2025 Q1	$849K	Buy	3,165 +39	+1%	+$12.1K	0.09%	91
2024 Q4	$1.05M	Sell	3,126 -571	-15%	-$182K	0.11%	87
2024 Q3	$1.01M	Sell	3,697 -95	-3%	-$24.3K	0.1%	88
2024 Q2	$975K	Buy	3,792 +3,356	+770%	+$898K	0.11%	91
2024 Q1	$131K	Buy	+436	New	+$126K	0.01%	150

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

Liberty One Investment Management's CRM Position: Q1 2026 in Review

Liberty One Investment Management increased its Salesforce (CRM) stake by 71% in Q1 2026, buying an estimated $342K and bringing the position to 3,964 shares worth $740K. The position accounts for 0.08% of the portfolio, ranked #112.

Liberty One Investment Management first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Liberty One Investment Management held 3,964 shares of Salesforce worth $740K as of Q1 2026.
Liberty One Investment Management bought 1,650 Salesforce shares in Q1 2026, an estimated $342K.
Salesforce made up 0.08% of Liberty One Investment Management's portfolio in Q1 2026, its #112 holding.
Liberty One Investment Management first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
Liberty One Investment Management's Salesforce position peaked at $1.05M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.