Mark Asset Management’s Salesforce CRM Stock Holding History

Mark Asset 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	–	Sell	-38,023	Closed	-$10.1M	–	39
2025 Q4	$10.1M	Buy	+38,023	New	+$9.45M	0.67%	28
2022 Q3	–	Sell	-20,000	Closed	-$3.3M	–	47
2022 Q2	$3.3M	Buy	+20,000	New	+$3.53M	0.8%	32
2019 Q4	–	Sell	-34,714	Closed	-$5.15M	–	68
2019 Q3	$5.15M	Buy	34,714 +4,142	+14%	+$629K	1.28%	25
2019 Q2	$4.64M	Sell	30,572 -20,521	-40%	-$3.22M	1.08%	34
2019 Q1	$8.09M	Sell	51,093 -18,783	-27%	-$2.91M	1.79%	26
2018 Q4	$9.57M	Sell	69,876 -3,759	-5%	-$517K	2.59%	13
2018 Q3	$11.7M	Sell	73,635 -2,767	-4%	-$411K	2.77%	13
2018 Q2	$10.4M	Buy	76,402 +15,387	+25%	+$1.96M	2.56%	16
2018 Q1	$7.1M	Buy	+61,015	New	+$7.01M	1.9%	25

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

Mark Asset Management's CRM Position: Q1 2026 in Review

Mark Asset Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 38,023 shares — an estimated $10.1M sold.

Mark Asset Management first reported a position in CRM in Q1 2018 and held it in 9 quarters. The position peaked at $11.7M in Q3 2018. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Mark Asset Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Mark Asset Management sold 38,023 Salesforce shares in Q1 2026, an estimated $10.1M.
Mark Asset Management first reported a position in Salesforce in Q1 2018 and held it in 9 quarters.
Mark Asset Management's Salesforce position peaked at $11.7M in Q3 2018.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Mark Asset Management's 13F filing for Q1 2026, filed 15 May 2026.