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Needham Investment Management’s Salesforce CRM Stock Holding History

Needham 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 		$280K Buy
+1,500
New +$311K 0.01% 170

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

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

Needham Investment Management opened a new position in Salesforce (CRM) in Q1 2026: 1,500 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #170 among its holdings.

2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Needham Investment Management held 1,500 shares of Salesforce worth $280K as of Q1 2026.
  • Salesforce was a new Needham Investment Management position in Q1 2026.
  • Salesforce made up 0.01% of Needham Investment Management's portfolio in Q1 2026, its #170 holding.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.