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Prudent Man Advisors’s Salesforce CRM Stock Holding History

Prudent Man 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 		$1.18M Buy
6,327
+2,125
+51% +$440K 0.35% 67
2025
Q4 		$1.11M Sell
4,202
-94
-2% -$23.4K 0.41% 51
2025
Q3 		$1.02M Sell
4,296
-550
-11% -$139K 0.38% 59
2025
Q2 		$1.32M Buy
4,846
+1,192
+33% +$319K 0.42% 56
2025
Q1 		$981K Buy
3,654
+19
+0.5% +$5.91K 0.36% 66
2024
Q4 		$1.22M Sell
3,635
-235
-6% -$75K 0.44% 47
2024
Q3 		$1.06M Sell
3,870
-177
-4% -$45.3K 0.35% 67
2024
Q2 		$1.04M Buy
4,047
+136
+3% +$36.4K 0.37% 63
2024
Q1 		$1.18M Sell
3,911
-594
-13% -$171K 0.44% 51
2023
Q4 		$1.19M Sell
4,505
-665
-13% -$151K 0.44% 50
2023
Q3 		$1.05M Sell
5,170
-106
-2% -$22.9K 0.42% 54
2023
Q2 		$1.11M Sell
5,276
-79
-1% -$16.1K 0.42% 48
2023
Q1 		$1.07M Buy
5,355
+56
+1% +$9.46K 0.42% 50
2022
Q4 		$703K Buy
5,299
+2,655
+100% +$387K 0.28% 78
2022
Q3 		$380K Sell
2,644
-14
-0.5% -$2.37K 0.18% 114
2022
Q2 		$439K Sell
2,658
-35
-1% -$6.18K 0.2% 100
2022
Q1 		$572K Sell
2,693
-120
-4% -$25.8K 0.23% 89
2021
Q4 		$715K Sell
2,813
-55
-2% -$15.5K 0.27% 74
2021
Q3 		$778K Sell
2,868
-28
-1% -$7.11K 0.29% 69
2021
Q2 		$707K Buy
2,896
+125
+5% +$28.8K 0.27% 78
2021
Q1 		$587K Buy
2,771
+72
+3% +$16K 0.25% 81
2020
Q4 		$601K Sell
2,699
-122
-4% -$29.7K 0.25% 76
2020
Q3 		$709K Sell
2,821
-225
-7% -$49.3K 0.38% 58
2020
Q2 		$571K Buy
+3,046
New +$513K 0.51% 56

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

Prudent Man Advisors's CRM Position: Q1 2026 in Review

Prudent Man Advisors increased its Salesforce (CRM) stake by 51% in Q1 2026, buying an estimated $440K and bringing the position to 6,327 shares worth $1.18M. The position accounts for 0.35% of the portfolio, ranked #67.

Prudent Man Advisors first reported a position in CRM in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.32M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Prudent Man Advisors held 6,327 shares of Salesforce worth $1.18M as of Q1 2026.
  • Prudent Man Advisors bought 2,125 Salesforce shares in Q1 2026, an estimated $440K.
  • Salesforce made up 0.35% of Prudent Man Advisors's portfolio in Q1 2026, its #67 holding.
  • Prudent Man Advisors first reported a position in Salesforce in Q2 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's Salesforce position peaked at $1.32M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.