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CRM icon

&Partners’s Salesforce CRM Stock Holding History

&Partners’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 		$32.2M Buy
172,223
+26,991
+19% +$5.59M 0.16% 120
2025
Q4 		$38.5M Buy
145,232
+61,589
+74% +$15.3M 0.2% 103
2025
Q3 		$19.8M Buy
83,643
+6,570
+9% +$1.66M 0.13% 155
2025
Q2 		$21.1M Buy
77,073
+26,072
+51% +$6.97M 0.16% 130
2025
Q1 		$13.7M Buy
51,001
+6,922
+16% +$2.15M 0.15% 139
2024
Q4 		$14.7M Buy
44,079
+18,670
+73% +$5.96M 0.18% 123
2024
Q3 		$6.93M Buy
25,409
+13,926
+121% +$3.57M 0.13% 158
2024
Q2 		$2.95M Buy
11,483
+7,153
+165% +$1.91M 0.13% 164
2024
Q1 		$1.3M Buy
4,330
+3,015
+229% +$870K 0.18% 111
2023
Q4 		$342K Buy
1,315
+288
+28% +$65.2K 0.08% 191
2023
Q3 		$208K Buy
1,027
+9
+0.9% +$1.95K 0.1% 158
2023
Q2 		$215K Hold
1,018
– – 0.1% 162
2023
Q1 		$203K Buy
+1,018
New +$172K 0.1% 164
2022
Q4 		– Sell
-1,725
Closed -$248K – 188
2022
Q3 		$248K Buy
1,725
+124
+8% +$21K 0.14% 141
2022
Q2 		$264K Buy
1,601
+97
+6% +$17.1K 0.15% 136
2022
Q1 		$319K Buy
1,504
+190
+14% +$40.9K 0.18% 124
2021
Q4 		$334K Hold
1,314
– – 0.2% 112
2021
Q3 		$356K Buy
1,314
+125
+11% +$31.7K 0.23% 100
2021
Q2 		$290K Sell
1,189
-6
-0.5% -$1.38K 0.19% 123
2021
Q1 		$253K Buy
+1,195
New +$266K 0.18% 125
2020
Q4 		– Sell
-1,890
Closed -$475K – 144
2020
Q3 		$475K Sell
1,890
-200
-10% -$43.8K 0.48% 56
2020
Q2 		$392K Sell
2,090
-32
-2% -$5.39K 0.47% 57
2020
Q1 		$306K Hold
2,122
– – 0.48% 63
2019
Q4 		$345K Hold
2,122
– – 0.41% 85
2019
Q3 		$315K Sell
2,122
-26
-1% -$3.95K 0.41% 90
2019
Q2 		$326K Hold
2,148
– – 0.45% 75
2019
Q1 		$340K Buy
2,148
+456
+27% +$70.7K 0.49% 69
2018
Q4 		$232K Buy
+1,692
New +$233K 0.39% 94

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

&Partners's CRM Position: Q1 2026 in Review

&Partners increased its Salesforce (CRM) stake by 19% in Q1 2026, buying an estimated $5.59M and bringing the position to 172,223 shares worth $32.2M. The position accounts for 0.16% of the portfolio, ranked #120.

&Partners first reported a position in CRM in Q4 2018 and has held it in 28 quarters since. The position peaked at $38.5M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • &Partners held 172,223 shares of Salesforce worth $32.2M as of Q1 2026.
  • &Partners bought 26,991 Salesforce shares in Q1 2026, an estimated $5.59M.
  • Salesforce made up 0.16% of &Partners's portfolio in Q1 2026, its #120 holding.
  • &Partners first reported a position in Salesforce in Q4 2018 and has held it in 28 quarters since.
  • &Partners's Salesforce position peaked at $38.5M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.