MIM
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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
2019
Q3 		– Sell
-500
Closed -$1K – 113
2019
Q2 		$1K Buy
+500
New +$78.4K ﹤0.01% 127

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

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. 2,677 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.
  • 2,677 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.