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PGIM Custom Harvest’s Salesforce CRM Stock Holding History

PGIM Custom Harvest’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 		– Sell
-1,116
Closed -$296K – 278
2025
Q4 		$296K Buy
1,116
+61
+6% +$15.2K ﹤0.01% 219
2025
Q3 		$250K Sell
1,055
-134
-11% -$33.8K ﹤0.01% 232
2025
Q2 		$324K Sell
1,189
-463
-28% -$124K 0.01% 188
2025
Q1 		$443K Sell
1,652
-10,484
-86% -$3.26M 0.01% 156
2024
Q4 		$4.06M Sell
12,136
-78
-0.6% -$24.9K 0.08% 64
2024
Q3 		$3.34M Buy
12,214
+67
+0.6% +$17.2K 0.07% 68
2024
Q2 		$3.12M Buy
12,147
+250
+2% +$66.9K 0.07% 67
2024
Q1 		$3.58M Buy
11,897
+836
+8% +$241K 0.09% 60
2023
Q4 		$2.91M Buy
11,061
+93
+0.8% +$21K 0.09% 67
2023
Q3 		$2.22M Sell
10,968
-20
-0.2% -$4.32K 0.08% 70
2023
Q2 		$2.32M Sell
10,988
-5,147
-32% -$1.05M 0.09% 69
2023
Q1 		$3.22M Buy
16,135
+100
+0.6% +$16.9K 0.13% 62
2022
Q4 		$2.13M Buy
+16,035
New +$2.34M 0.1% 68
2021
Q3 		$4.89M Buy
+18,044
New +$4.58M 0.74% 34

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

PGIM Custom Harvest's CRM Position: Q1 2026 in Review

PGIM Custom Harvest sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,116 shares — an estimated $296K sold.

PGIM Custom Harvest first reported a position in CRM in Q3 2021 and held it in 14 quarters. The position peaked at $4.89M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • PGIM Custom Harvest reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • PGIM Custom Harvest sold 1,116 Salesforce shares in Q1 2026, an estimated $296K.
  • PGIM Custom Harvest first reported a position in Salesforce in Q3 2021 and held it in 14 quarters.
  • PGIM Custom Harvest's Salesforce position peaked at $4.89M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.