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Means Investment Company’s Salesforce CRM Stock Holding History

Means Investment Company’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 		$2.82M Sell
15,091
-639
-4% -$132K 0.25% 50
2025
Q4 		$4.17M Sell
15,730
-1,982
-11% -$493K 0.35% 38
2025
Q3 		$4.2M Sell
17,712
-2,993
-14% -$755K 0.36% 37
2025
Q2 		$5.65M Sell
20,705
-732
-3% -$196K 0.53% 33
2025
Q1 		$5.75M Sell
21,437
-20,318
-49% -$6.32M 0.61% 28
2024
Q4 		$14M Sell
41,755
-244
-0.6% -$77.9K 1.45% 14
2024
Q3 		$11.5M Buy
41,999
+1,297
+3% +$332K 1.28% 14
2024
Q2 		$10.5M Buy
40,702
+1,700
+4% +$455K 1.25% 15
2024
Q1 		$11.7M Buy
39,002
+942
+2% +$272K 1.52% 13
2023
Q4 		$10M Buy
38,060
+1,002
+3% +$227K 1.44% 14
2023
Q3 		$7.51M Sell
37,058
-562
-1% -$121K 1.23% 18
2023
Q2 		$7.95M Buy
37,620
+766
+2% +$156K 1.26% 18
2023
Q1 		$7.36M Buy
36,854
+348
+1% +$58.8K 1.29% 16
2022
Q4 		$4.84M Sell
36,506
-845
-2% -$123K 0.97% 24
2022
Q3 		$5.37M Sell
37,351
-36
-0.1% -$6.1K 1.17% 17
2022
Q2 		$6.17M Buy
37,387
+663
+2% +$117K 1.31% 13
2022
Q1 		$7.8M Buy
36,724
+1,898
+5% +$408K 1.41% 13
2021
Q4 		$8.85M Sell
34,826
-208
-0.6% -$58.4K 1.56% 13
2021
Q3 		$9.5M Buy
35,034
+1,520
+5% +$386K 1.88% 12
2021
Q2 		$8.19M Buy
33,514
+2,624
+8% +$605K 1.64% 12
2021
Q1 		$6.54M Buy
30,890
+426
+1% +$94.8K 1.49% 16
2020
Q4 		$7.35M Buy
30,464
+3,489
+13% +$848K 1.68% 12
2020
Q3 		$7.02M Buy
26,975
+1,465
+6% +$321K 1.93% 10
2020
Q2 		$4.9M Buy
25,510
+582
+2% +$98.1K 1.53% 12
2020
Q1 		$3.84M Buy
24,928
+2,866
+13% +$491K 1.49% 13
2019
Q4 		$4.02M Buy
22,062
+1,387
+7% +$217K 1.35% 13
2019
Q3 		$3.26M Buy
20,675
+545
+3% +$82.8K 1.23% 16
2019
Q2 		$3.1M Buy
20,130
+689
+4% +$108K 1.27% 17
2019
Q1 		$3.08M Buy
19,441
+2,808
+17% +$435K 1.35% 18
2018
Q4 		$2.28M Buy
+16,633
New +$2.29M 1.26% 21

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Means Investment Company's CRM Position: Q1 2026 in Review

Means Investment Company reduced its Salesforce (CRM) stake by 4.1% in Q1 2026, selling an estimated $132K and leaving 15,091 shares worth $2.82M. The position accounts for 0.25% of the portfolio, ranked #50.

Means Investment Company first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $14M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Means Investment Company held 15,091 shares of Salesforce worth $2.82M as of Q1 2026.
  • Means Investment Company sold 639 Salesforce shares in Q1 2026, an estimated $132K.
  • Salesforce made up 0.25% of Means Investment Company's portfolio in Q1 2026, its #50 holding.
  • Means Investment Company first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Salesforce position peaked at $14M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.