Profund Advisors’s Salesforce CRM Stock Holding History

Profund Advisors’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	$5.6M	Sell	30,013 -3,264	-10%	-$676K	0.21%	80
2025 Q4	$8.82M	Sell	33,277 -6,764	-17%	-$1.68M	0.27%	56
2025 Q3	$9.49M	Buy	40,041 +2,704	+7%	+$682K	0.31%	52
2025 Q2	$10.2M	Sell	37,337 -8,816	-19%	-$2.36M	0.37%	44
2025 Q1	$12.4M	Buy	46,153 +4,986	+12%	+$1.55M	0.54%	32
2024 Q4	$13.8M	Sell	41,167 -2,820	-6%	-$900K	0.5%	30
2024 Q3	$12M	Buy	43,987 +2,233	+5%	+$572K	0.46%	35
2024 Q2	$10.7M	Buy	41,754 +2,053	+5%	+$549K	0.4%	40
2024 Q1	$12M	Buy	39,701 +146	+0.4%	+$42.1K	0.47%	34
2023 Q4	$10.4M	Buy	39,555 +2,727	+7%	+$617K	0.45%	38
2023 Q3	$7.47M	Sell	36,828 -2,724	-7%	-$589K	0.41%	39
2023 Q2	$8.36M	Buy	39,552 +4,165	+12%	+$850K	0.45%	29
2023 Q1	$7.07M	Sell	35,387 -1,981	-5%	-$335K	0.44%	31
2022 Q4	$4.95M	Buy	37,368 +814	+2%	+$119K	0.32%	56
2022 Q3	$5.26M	Buy	36,554 +1,546	+4%	+$262K	0.38%	45
2022 Q2	$5.78M	Sell	35,008 -9,608	-22%	-$1.7M	0.37%	44
2022 Q1	$9.47M	Sell	44,616 -10,999	-20%	-$2.37M	0.4%	40
2021 Q4	$14.1M	Sell	55,615 -2,173	-4%	-$611K	0.46%	35
2021 Q3	$15.7M	Buy	57,788 +1,689	+3%	+$429K	0.53%	30
2021 Q2	$13.7M	Sell	56,099 -760	-1%	-$175K	0.46%	37
2021 Q1	$12M	Sell	56,859 -3,456	-6%	-$769K	0.46%	36
2020 Q4	$13.4M	Buy	60,315 +5,546	+10%	+$1.35M	0.59%	29
2020 Q3	$13.8M	Sell	54,769 -6,828	-11%	-$1.49M	0.71%	24
2020 Q2	$11.5M	Buy	61,597 +14,504	+31%	+$2.44M	0.64%	27
2020 Q1	$6.78M	Sell	47,093 -16,831	-26%	-$2.89M	0.51%	34
2019 Q4	$10.4M	Sell	63,924 -5,033	-7%	-$789K	0.45%	35
2019 Q3	$10.2M	Sell	68,957 -18,569	-21%	-$2.82M	0.52%	29
2019 Q2	$13.3M	Buy	87,526 +4,194	+5%	+$657K	0.63%	23
2019 Q1	$13.2M	Buy	83,332 +11,667	+16%	+$1.81M	0.63%	25
2018 Q4	$9.82M	Sell	71,665 -37,381	-34%	-$5.14M	0.61%	26
2018 Q3	$17.3M	Sell	109,046 -1,647	-1%	-$244K	0.66%	22
2018 Q2	$15.1M	Buy	110,693 +26,178	+31%	+$3.34M	0.6%	26
2018 Q1	$9.83M	Sell	84,515 -9,044	-10%	-$1.04M	0.39%	42
2017 Q4	$9.56M	Buy	93,559 +5,779	+7%	+$589K	0.37%	42
2017 Q3	$8.2M	Buy	87,780 +12,103	+16%	+$1.11M	0.34%	44
2017 Q2	$6.55M	Buy	75,677 +10,147	+15%	+$884K	0.3%	55
2017 Q1	$5.41M	Buy	65,530 +2,611	+4%	+$209K	0.24%	64
2016 Q4	$4.31M	Sell	62,919 -3,526	-5%	-$256K	0.2%	77
2016 Q3	$4.74M	Buy	66,445 +12,829	+24%	+$1M	0.23%	70
2016 Q2	$4.26M	Sell	53,616 -5,322	-9%	-$418K	0.21%	74
2016 Q1	$4.35M	Sell	58,938 -14,304	-20%	-$985K	0.23%	67
2015 Q4	$5.74M	Buy	73,242 +14,688	+25%	+$1.15M	0.27%	58
2015 Q3	$4.07M	Sell	58,554 -599	-1%	-$42.5K	0.23%	58
2015 Q2	$4.12M	Buy	59,153 +460	+0.8%	+$32.8K	0.17%	80
2015 Q1	$3.92M	Sell	58,693 -2,151	-4%	-$133K	0.15%	92
2014 Q4	$3.61M	Sell	60,844 -7,098	-10%	-$419K	0.15%	108
2014 Q3	$3.91M	Sell	67,942 -2,151	-3%	-$121K	0.18%	88
2014 Q2	$4.07M	Sell	70,093 -13,947	-17%	-$753K	0.18%	91
2014 Q1	$4.8M	Buy	84,040 +8,388	+11%	+$501K	0.22%	61
2013 Q4	$4.17M	Buy	75,652 +23,980	+46%	+$1.28M	0.19%	72
2013 Q3	$2.68M	Buy	51,672 +10,923	+27%	+$496K	0.14%	100
2013 Q2	$1.56M	Buy	+40,749	New	+$1.68M	0.11%	146

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Profund Advisors's CRM Position: Q1 2026 in Review

Profund Advisors reduced its Salesforce (CRM) stake by 9.8% in Q1 2026, selling an estimated $676K and leaving 30,013 shares worth $5.6M. The position accounts for 0.21% of the portfolio, ranked #80.

Profund Advisors first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.3M in Q3 2018. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Profund Advisors held 30,013 shares of Salesforce worth $5.6M as of Q1 2026.
Profund Advisors sold 3,264 Salesforce shares in Q1 2026, an estimated $676K.
Salesforce made up 0.21% of Profund Advisors's portfolio in Q1 2026, its #80 holding.
Profund Advisors first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
Profund Advisors's Salesforce position peaked at $17.3M in Q3 2018.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Profund Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.