Minot DeBlois Advisors’s Salesforce CRM Stock Holding History

Minot DeBlois Advisors’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	$818K	Buy	4,381 +110	+3%	+$22.8K	0.74%	42
2025 Q4	$1.13M	Buy	4,271 +66	+2%	+$16.4K	1.02%	32
2025 Q3	$997K	Buy	4,205 +260	+7%	+$65.6K	0.9%	33
2025 Q2	$1.08M	Buy	3,945 +40	+1%	+$10.7K	1.02%	29
2025 Q1	$1.05M	Sell	3,905 -215	-5%	-$66.9K	1.04%	29
2024 Q4	$1.38M	Buy	+4,120	New	+$1.31M	1.26%	24

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

Minot DeBlois Advisors's CRM Position: Q1 2026 in Review

Minot DeBlois Advisors increased its Salesforce (CRM) stake by 2.6% in Q1 2026, buying an estimated $22.8K and bringing the position to 4,381 shares worth $818K. The position accounts for 0.74% of the portfolio, ranked #42.

Minot DeBlois Advisors first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Minot DeBlois Advisors held 4,381 shares of Salesforce worth $818K as of Q1 2026.
Minot DeBlois Advisors bought 110 Salesforce shares in Q1 2026, an estimated $22.8K.
Salesforce made up 0.74% of Minot DeBlois Advisors's portfolio in Q1 2026, its #42 holding.
Minot DeBlois Advisors first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
Minot DeBlois Advisors's Salesforce position peaked at $1.38M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.