May Barnhard Investments’s Salesforce CRM Stock Holding History

May Barnhard Investments’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	-928	Closed	-$246K	–	86
2025 Q4	$246K	Hold	928	–	–	0.12%	79
2025 Q3	$220K	Hold	928	–	–	0.1%	83
2025 Q2	$253K	Hold	928	–	–	0.12%	82
2025 Q1	$249K	Hold	928	–	–	0.12%	81
2024 Q4	$310K	Hold	928	–	–	0.15%	69
2024 Q3	$254K	Hold	928	–	–	0.12%	74
2024 Q2	$239K	Hold	928	–	–	0.12%	76
2024 Q1	$279K	Buy	928 +39	+4%	+$11.3K	0.14%	68
2023 Q4	$234K	Buy	+889	New	+$201K	0.12%	72

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

May Barnhard Investments's CRM Position: Q1 2026 in Review

May Barnhard Investments sold out of Salesforce (CRM) in Q1 2026, closing a stake of 928 shares — an estimated $246K sold.

May Barnhard Investments first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $310K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

May Barnhard Investments reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
May Barnhard Investments sold 928 Salesforce shares in Q1 2026, an estimated $246K.
May Barnhard Investments first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
May Barnhard Investments's Salesforce position peaked at $310K in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on May Barnhard Investments's 13F filing for Q1 2026, filed 13 May 2026.