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O'Shaughnessy Asset Management’s Salesforce CRM Stock Holding History

O'Shaughnessy Asset 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 		$29.3M Buy
156,821
+11,848
+8% +$2.45M 0.15% 144
2025
Q4 		$38.4M Buy
144,973
+15,327
+12% +$3.81M 0.21% 98
2025
Q3 		$30.7M Sell
129,646
-9,466
-7% -$2.39M 0.18% 116
2025
Q2 		$37.9M Buy
139,112
+4,713
+4% +$1.26M 0.26% 75
2025
Q1 		$36.1M Buy
134,399
+17,719
+15% +$5.51M 0.29% 66
2024
Q4 		$39M Buy
116,680
+13,827
+13% +$4.41M 0.33% 57
2024
Q3 		$30M Buy
102,853
+9,414
+10% +$2.41M 0.27% 75
2024
Q2 		$24M Buy
93,439
+866
+0.9% +$232K 0.25% 87
2024
Q1 		$27.9M Buy
92,573
+24,152
+35% +$6.97M 0.31% 71
2023
Q4 		$18M Buy
68,421
+10,177
+17% +$2.3M 0.24% 99
2023
Q3 		$11.8M Buy
58,244
+12,882
+28% +$2.78M 0.18% 139
2023
Q2 		$9.58M Buy
45,362
+1,608
+4% +$328K 0.14% 169
2023
Q1 		$8.74M Buy
43,754
+13,512
+45% +$2.28M 0.14% 167
2022
Q4 		$4.01M Buy
30,242
+309
+1% +$45.1K 0.07% 305
2022
Q3 		$4.31M Sell
29,933
-484
-2% -$82.1K 0.08% 261
2022
Q2 		$5.02M Buy
30,417
+9,148
+43% +$1.62M 0.09% 224
2022
Q1 		$4.52M Buy
21,269
+5,964
+39% +$1.28M 0.08% 266
2021
Q4 		$3.89M Sell
15,305
-268
-2% -$75.3K 0.07% 263
2021
Q3 		$4.22M Buy
15,573
+2,672
+21% +$679K 0.09% 199
2021
Q2 		$3.15M Buy
12,901
+1,851
+17% +$427K 0.06% 237
2021
Q1 		$2.34M Buy
11,050
+1,608
+17% +$358K 0.05% 248
2020
Q4 		$2.1M Buy
9,442
+1,348
+17% +$328K 0.06% 202
2020
Q3 		$2.03M Buy
8,094
+2,304
+40% +$504K 0.06% 182
2020
Q2 		$1.08M Buy
5,790
+4,968
+604% +$837K 0.03% 250
2020
Q1 		$118K Sell
822
-699
-46% -$120K ﹤0.01% 596
2019
Q4 		$247K Buy
1,521
+1,518
+50,600% +$238K 0.01% 562
2019
Q3 		$0 Buy
3
+1
+50% +$152 ﹤0.01% 1022
2019
Q2 		$0 Buy
+2
New +$313 ﹤0.01% 1016

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

O'Shaughnessy Asset Management's CRM Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Salesforce (CRM) stake by 8.2% in Q1 2026, buying an estimated $2.45M and bringing the position to 156,821 shares worth $29.3M. The position accounts for 0.15% of the portfolio, ranked #144.

O'Shaughnessy Asset Management first reported a position in CRM in Q2 2019 and has held it in 28 quarters since. The position peaked at $39M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • O'Shaughnessy Asset Management held 156,821 shares of Salesforce worth $29.3M as of Q1 2026.
  • O'Shaughnessy Asset Management bought 11,848 Salesforce shares in Q1 2026, an estimated $2.45M.
  • Salesforce made up 0.15% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #144 holding.
  • O'Shaughnessy Asset Management first reported a position in Salesforce in Q2 2019 and has held it in 28 quarters since.
  • O'Shaughnessy Asset Management's Salesforce position peaked at $39M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.