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PSI Advisors’s Salesforce CRM Stock Holding History

PSI 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 		– Sell
-825
Closed -$219K – 157
2025
Q4 		$219K Buy
+825
New +$205K 0.05% 115
2025
Q3 		– Sell
-825
Closed -$225K – 138
2025
Q2 		$225K Sell
825
-199
-19% -$53.2K 0.11% 99
2025
Q1 		$275K Sell
1,024
-189
-16% -$58.8K 0.09% 101
2024
Q4 		$405K Sell
1,213
-661
-35% -$211K 0.12% 90
2024
Q3 		$513K Buy
1,874
+1
+0.1% +$256 0.15% 84
2024
Q2 		$482K Buy
1,873
+792
+73% +$212K 0.15% 84
2024
Q1 		$326K Sell
1,081
-3,029
-74% -$874K 0.12% 102
2023
Q4 		$1.08M Sell
4,110
-444
-10% -$100K 0.4% 44
2023
Q3 		$923K Buy
4,554
+122
+3% +$26.4K 0.4% 44
2023
Q2 		$936K Sell
4,432
-800
-15% -$163K 0.41% 48
2023
Q1 		$1.05M Buy
5,232
+150
+3% +$25.3K 0.5% 42
2022
Q4 		$674K Sell
5,082
-960
-16% -$140K 0.36% 55
2022
Q3 		$869K Sell
6,042
-150
-2% -$25.4K 0.46% 45
2022
Q2 		$1.02M Buy
6,192
+298
+5% +$52.7K 0.5% 38
2022
Q1 		$1.25M Buy
5,894
+1,266
+27% +$272K 0.52% 41
2021
Q4 		$1.18M Buy
4,628
+70
+2% +$19.7K 0.48% 41
2021
Q3 		$1.24M Sell
4,558
-1,144
-20% -$291K 0.57% 35
2021
Q2 		$1.39M Sell
5,702
-36
-0.6% -$8.3K 0.73% 32
2021
Q1 		$1.22M Buy
5,738
+988
+21% +$220K 0.72% 33
2020
Q4 		$1.06M Buy
+4,750
New +$1.16M 0.73% 29
2020
Q1 		– Sell
-2,410
Closed -$391K – 201
2019
Q4 		$391K Buy
+2,410
New +$378K 0.25% 84

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

PSI Advisors's CRM Position: Q1 2026 in Review

PSI Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 825 shares — an estimated $219K sold.

PSI Advisors first reported a position in CRM in Q4 2019 and held it in 21 quarters. The position peaked at $1.39M in Q2 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • PSI Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • PSI Advisors sold 825 Salesforce shares in Q1 2026, an estimated $219K.
  • PSI Advisors first reported a position in Salesforce in Q4 2019 and held it in 21 quarters.
  • PSI Advisors's Salesforce position peaked at $1.39M in Q2 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.