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P.J. Schmidt Investment Management (PJS)’s Salesforce CRM Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$660K Sell
3,538
-1,317
-27% -$273K 0.11% 102
2025
Q4 		$1.29M Sell
4,855
-336
-6% -$83.5K 0.21% 70
2025
Q3 		$1.23M Sell
5,191
-335
-6% -$84.5K 0.2% 71
2025
Q2 		$1.51M Sell
5,526
-685
-11% -$183K 0.26% 62
2025
Q1 		$1.67M Sell
6,211
-82
-1% -$25.5K 0.31% 56
2024
Q4 		$2.1M Sell
6,293
-643
-9% -$205K 0.37% 54
2024
Q3 		$1.9M Buy
6,936
+25
+0.4% +$6.4K 0.33% 56
2024
Q2 		$1.78M Buy
6,911
+15
+0.2% +$4.01K 0.32% 54
2024
Q1 		$2.08M Buy
6,896
+55
+0.8% +$15.9K 0.39% 54
2023
Q4 		$1.92M Sell
6,841
-145
-2% -$32.8K 0.38% 53
2023
Q3 		$1.46M Sell
6,986
-79
-1% -$17.1K 0.31% 60
2023
Q2 		$1.6M Sell
7,065
-158
-2% -$32.3K 0.32% 61
2023
Q1 		$1.42M Sell
7,223
-727
-9% -$123K 0.3% 65
2022
Q4 		$1.05M Sell
7,950
-1,023
-11% -$149K 0.24% 73
2022
Q3 		$1.44M Sell
8,973
-764
-8% -$130K 0.35% 58
2022
Q2 		$1.71M Sell
9,737
-2,720
-22% -$481K 0.37% 56
2022
Q1 		$2.19M Sell
12,457
-1,202
-9% -$259K 0.49% 47
2021
Q4 		$3.18M Sell
13,659
-178
-1% -$50K 0.63% 41
2021
Q3 		$4.08M Sell
13,837
-101
-0.7% -$25.6K 0.8% 39
2021
Q2 		$3.46M Sell
13,938
-78
-0.6% -$18K 0.69% 43
2021
Q1 		$3.29M Buy
14,016
+126
+0.9% +$28.1K 0.69% 43
2020
Q4 		$3.13M Buy
13,890
+544
+4% +$132K 0.71% 43
2020
Q3 		$3.34M Sell
13,346
-269
-2% -$58.9K 0.81% 37
2020
Q2 		$2.55M Buy
13,615
+363
+3% +$61.2K 0.76% 42
2020
Q1 		$1.91M Buy
13,252
+440
+3% +$75.4K 0.66% 46
2019
Q4 		$2.08M Sell
12,812
-34
-0.3% -$5.33K 0.56% 51
2019
Q3 		$1.91M Sell
12,846
-103
-0.8% -$15.7K 0.54% 54
2019
Q2 		$1.97M Buy
12,949
+338
+3% +$53K 0.57% 53
2019
Q1 		$2M Sell
12,611
-299
-2% -$46.3K 0.58% 51
2018
Q4 		$1.77M Buy
12,910
+1,820
+16% +$250K 0.58% 52
2018
Q3 		$1.76M Buy
11,090
+75
+0.7% +$11.1K 0.5% 58
2018
Q2 		$1.5M Buy
11,015
+125
+1% +$15.9K 0.44% 62
2018
Q1 		$1.27M Buy
10,890
+1,418
+15% +$163K 0.37% 64
2017
Q4 		$968K Buy
9,472
+435
+5% +$44.3K 0.27% 72
2017
Q3 		$844K Buy
9,037
+4,047
+81% +$372K 0.25% 77
2017
Q2 		$432K Buy
4,990
+100
+2% +$8.71K 0.13% 97
2017
Q1 		$403K Buy
4,890
+560
+13% +$44.7K 0.14% 98
2016
Q4 		$296K Buy
4,330
+990
+30% +$71.8K 0.11% 114
2016
Q3 		$238K Buy
3,340
+50
+2% +$3.9K 0.09% 119
2016
Q2 		$261K Hold
3,290
– – 0.1% 119
2016
Q1 		$243K Sell
3,290
-500
-13% -$34.4K 0.1% 122
2015
Q4 		$297K Hold
3,790
– – 0.12% 120
2015
Q3 		$263K Buy
3,790
+300
+9% +$21.3K 0.11% 115
2015
Q2 		$243K Sell
3,490
-1
-0% -$71 0.1% 136
2015
Q1 		$233K Sell
3,491
-8,184
-70% -$508K 0.09% 137
2014
Q4 		$692K Buy
11,675
+700
+6% +$41.3K 0.27% 92
2014
Q3 		$631K Sell
10,975
-1,475
-12% -$83.1K 0.26% 96
2014
Q2 		$723K Sell
12,450
-570
-4% -$30.8K 0.28% 91
2014
Q1 		$743K Buy
13,020
+2,900
+29% +$173K 0.29% 88
2013
Q4 		$559K Buy
10,120
+5,175
+105% +$277K 0.24% 93
2013
Q3 		$257K Buy
+4,945
New +$224K 0.12% 105

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

P.J. Schmidt Investment Management (PJS)'s CRM Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Salesforce (CRM) stake by 27% in Q1 2026, selling an estimated $273K and leaving 3,538 shares worth $660K. The position accounts for 0.11% of the portfolio, ranked #102.

P.J. Schmidt Investment Management (PJS) first reported a position in CRM in Q3 2013 and has held it in 51 quarters since. The position peaked at $4.08M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • P.J. Schmidt Investment Management (PJS) held 3,538 shares of Salesforce worth $660K as of Q1 2026.
  • P.J. Schmidt Investment Management (PJS) sold 1,317 Salesforce shares in Q1 2026, an estimated $273K.
  • Salesforce made up 0.11% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #102 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Salesforce in Q3 2013 and has held it in 51 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s Salesforce position peaked at $4.08M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.