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Moseley Investment Management’s Salesforce CRM Stock Holding History

Moseley Investment Management’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 		$208K Sell
1,116
-1,388
-55% -$288K 0.07% 157
2025
Q4 		$663K Sell
2,504
-867
-26% -$215K 0.2% 77
2025
Q3 		$799K Sell
3,371
-231
-6% -$58.3K 0.24% 75
2025
Q2 		$982K Sell
3,602
-63
-2% -$16.8K 0.34% 62
2025
Q1 		$984K Buy
3,665
+141
+4% +$43.9K 0.38% 61
2024
Q4 		$1.18M Buy
3,524
+801
+29% +$256K 0.46% 52
2024
Q3 		$745K Sell
2,723
-1,002
-27% -$257K 0.3% 72
2024
Q2 		$958K Sell
3,725
-178
-5% -$47.6K 0.44% 54
2024
Q1 		$1.18M Sell
3,903
-258
-6% -$74.4K 0.58% 47
2023
Q4 		$1.09M Sell
4,161
-357
-8% -$80.8K 0.61% 45
2023
Q3 		$916K Sell
4,518
-41
-0.9% -$8.86K 0.55% 45
2023
Q2 		$963K Sell
4,559
-176
-4% -$35.9K 0.56% 46
2023
Q1 		$946K Buy
4,735
+77
+2% +$13K 0.61% 42
2022
Q4 		$618K Sell
4,658
-209
-4% -$30.5K 0.44% 58
2022
Q3 		$700K Buy
4,867
+29
+0.6% +$4.92K 0.51% 48
2022
Q2 		$798K Sell
4,838
-547
-10% -$96.7K 0.56% 45
2022
Q1 		$1.14M Sell
5,385
-1,517
-22% -$326K 0.62% 47
2021
Q4 		$1.75M Sell
6,902
-8
-0.1% -$2.25K 0.8% 38
2021
Q3 		$1.9M Buy
6,910
+12
+0.2% +$3.05K 0.95% 30
2021
Q2 		$1.69M Buy
6,898
+51
+0.7% +$11.8K 0.83% 35
2021
Q1 		$1.45M Buy
6,847
+1,243
+22% +$277K 0.8% 34
2020
Q4 		$1.25M Buy
5,604
+534
+11% +$130K 0.72% 41
2020
Q3 		$1.27M Buy
5,070
+247
+5% +$54.1K 0.91% 28
2020
Q2 		$903K Buy
4,823
+112
+2% +$18.9K 0.75% 37
2020
Q1 		$678K Sell
4,711
-136
-3% -$23.3K 0.8% 40
2019
Q4 		$788K Buy
4,847
+116
+2% +$18.2K 0.77% 46
2019
Q3 		$702K Buy
4,731
+1,275
+37% +$194K 0.74% 46
2019
Q2 		$524K Buy
3,456
+286
+9% +$44.8K 0.49% 58
2019
Q1 		$502K Buy
+3,170
New +$491K 0.52% 58

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Moseley Investment Management's CRM Position: Q1 2026 in Review

Moseley Investment Management reduced its Salesforce (CRM) stake by 55% in Q1 2026, selling an estimated $288K and leaving 1,116 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #157.

Moseley Investment Management first reported a position in CRM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.9M in Q3 2021. 2,685 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Moseley Investment Management held 1,116 shares of Salesforce worth $208K as of Q1 2026.
  • Moseley Investment Management sold 1,388 Salesforce shares in Q1 2026, an estimated $288K.
  • Salesforce made up 0.07% of Moseley Investment Management's portfolio in Q1 2026, its #157 holding.
  • Moseley Investment Management first reported a position in Salesforce in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Salesforce position peaked at $1.9M in Q3 2021.
  • 2,685 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.