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Moors & Cabot’s Salesforce CRM Stock Holding History

Moors & Cabot’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
2023
Q2 		– Hold
0
– -$7.12K – 862
2023
Q1 		– Sell
-300
Closed -$50.7K – 843
2022
Q4 		$5.26K Buy
+300
New +$43.8K ﹤0.01% 835
2022
Q1 		– Sell
-2
Closed -$2K – 922
2021
Q4 		$2K Buy
+2
New +$562 ﹤0.01% 892
2020
Q1 		– Sell
-500
Closed -$3K – 623
2019
Q4 		$3K Buy
+500
New +$78.4K ﹤0.01% 615

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

Moors & Cabot's CRM Position: Q1 2026 in Review

Moors & Cabot increased its Salesforce (CRM) stake by 2.7% in Q1 2026, buying an estimated $211K and bringing the position to 38,752 shares worth $7.23M. The position accounts for 0.31% of the portfolio, ranked #63.

Moors & Cabot first reported a position in CRM in Q3 2016 and has held it in 38 quarters since. The position peaked at $13.5M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Moors & Cabot held 38,752 shares of Salesforce worth $7.23M as of Q1 2026.
  • Moors & Cabot bought 1,019 Salesforce shares in Q1 2026, an estimated $211K.
  • Salesforce made up 0.31% of Moors & Cabot's portfolio in Q1 2026, its #63 holding.
  • Moors & Cabot first reported a position in Salesforce in Q3 2016 and has held it in 38 quarters since.
  • Moors & Cabot's Salesforce position peaked at $13.5M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.