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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 		$205K Buy
+1,100
New +$228K 0.02% 192

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 2,677 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.
  • 2,677 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.