M
CRM icon

MOTCO’s Salesforce CRM Stock Holding History

MOTCO’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 		$8.3M Buy
44,447
+3,765
+9% +$780K 0.77% 52
2025
Q4 		$10.8M Sell
40,682
-422
-1% -$105K 0.98% 36
2025
Q3 		$9.74M Buy
41,104
+1,487
+4% +$375K 0.89% 44
2025
Q2 		$10.2M Buy
39,617
+1,962
+5% +$525K 0.98% 40
2025
Q1 		$10.1M Buy
37,655
+170
+0.5% +$52.9K 1.07% 36
2024
Q4 		$12.5M Sell
37,485
-1,110
-3% -$354K 1.29% 19
2024
Q3 		$10.6M Sell
38,595
-1,763
-4% -$452K 1.06% 30
2024
Q2 		$10.4M Buy
40,358
+1,236
+3% +$331K 0.61% 51
2024
Q1 		$11.8M Sell
39,122
-2,672
-6% -$771K 0.7% 34
2023
Q4 		$11M Sell
41,794
-784
-2% -$177K 0.71% 34
2023
Q3 		$8.63M Sell
42,578
-1,064
-2% -$230K 0.59% 49
2023
Q2 		$9.22M Sell
43,642
-1,369
-3% -$279K 0.6% 49
2023
Q1 		$8.99M Buy
45,011
+832
+2% +$141K 0.61% 45
2022
Q4 		$5.86M Buy
44,179
+1,345
+3% +$196K 0.44% 86
2022
Q3 		$6.16M Buy
42,834
+2,386
+6% +$405K 0.49% 75
2022
Q2 		$6.68M Buy
40,448
+2,205
+6% +$390K 0.5% 69
2022
Q1 		$8.12M Buy
38,243
+2,123
+6% +$457K 0.53% 57
2021
Q4 		$9.18M Sell
36,120
-507
-1% -$142K 0.57% 52
2021
Q3 		$9.93M Buy
36,627
+1,172
+3% +$298K 0.65% 36
2021
Q2 		$8.66M Buy
35,455
+93
+0.3% +$21.4K 0.57% 48
2021
Q1 		$7.49M Buy
35,362
+1,706
+5% +$380K 0.53% 61
2020
Q4 		$7.49M Sell
33,656
-1,025
-3% -$249K 0.55% 59
2020
Q3 		$8.72M Sell
34,681
-2,641
-7% -$578K 0.7% 34
2020
Q2 		$6.99M Buy
37,322
+37,217
+35,445% +$6.27M 0.6% 47
2020
Q1 		$15K Buy
105
+87
+483% +$14.9K ﹤0.01% 402
2019
Q4 		$3K Hold
18
– – ﹤0.01% 488
2019
Q3 		$3K Sell
18
-802
-98% -$122K ﹤0.01% 474
2019
Q2 		$124K Buy
820
+449
+121% +$70.4K 0.01% 268
2019
Q1 		$59K Buy
371
+241
+185% +$37.4K 0.01% 304
2018
Q4 		$18K Buy
130
+26
+25% +$3.58K ﹤0.01% 393
2018
Q3 		$17K Buy
104
+18
+21% +$2.67K ﹤0.01% 426
2018
Q2 		$12K Hold
86
– – ﹤0.01% 435
2018
Q1 		$10K Hold
86
– – ﹤0.01% 461
2017
Q4 		$9K Hold
86
– – ﹤0.01% 471
2017
Q3 		$8K Hold
86
– – ﹤0.01% 485
2017
Q2 		$7K Hold
86
– – ﹤0.01% 507
2017
Q1 		$7K Buy
+86
New +$6.87K ﹤0.01% 517
2016
Q2 		– Sell
-40
Closed -$3K – 486
2016
Q1 		$3K Hold
40
– – ﹤0.01% 470
2015
Q4 		$3K Hold
40
– – ﹤0.01% 456
2015
Q3 		$3K Hold
40
– – ﹤0.01% 529
2015
Q2 		$3K Hold
40
– – ﹤0.01% 532
2015
Q1 		$3K Sell
40
-52
-57% -$3.23K ﹤0.01% 541
2014
Q4 		$5K Hold
92
– – ﹤0.01% 548
2014
Q3 		$5K Hold
92
– – ﹤0.01% 554
2014
Q2 		$5K Hold
92
– – ﹤0.01% 532
2014
Q1 		$5K Hold
92
– – ﹤0.01% 518
2013
Q4 		$5K Hold
92
– – ﹤0.01% 541
2013
Q3 		$5K Hold
92
– – ﹤0.01% 524
2013
Q2 		$4K Buy
+92
New +$3.8K ﹤0.01% 560

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

MOTCO's CRM Position: Q1 2026 in Review

MOTCO increased its Salesforce (CRM) stake by 9.3% in Q1 2026, buying an estimated $780K and bringing the position to 44,447 shares worth $8.3M. The position accounts for 0.77% of the portfolio, ranked #52.

MOTCO first reported a position in CRM in Q2 2013 and has held it in 49 quarters since. The position peaked at $12.5M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • MOTCO held 44,447 shares of Salesforce worth $8.3M as of Q1 2026.
  • MOTCO bought 3,765 Salesforce shares in Q1 2026, an estimated $780K.
  • Salesforce made up 0.77% of MOTCO's portfolio in Q1 2026, its #52 holding.
  • MOTCO first reported a position in Salesforce in Q2 2013 and has held it in 49 quarters since.
  • MOTCO's Salesforce position peaked at $12.5M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.