Rafferty Asset Management
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Rafferty Asset Management’s Salesforce CRM Stock Holding History

Rafferty Asset Management’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 		$43.6M Sell
233,671
-77,778
-25% -$16.1M 0.18% 70
2025
Q4 		$82.5M Sell
311,449
-33,496
-10% -$8.32M 0.29% 54
2025
Q3 		$81.8M Buy
344,945
+12,492
+4% +$3.15M 0.27% 50
2025
Q2 		$90.7M Buy
332,453
+55,175
+20% +$14.8M 0.3% 45
2025
Q1 		$74.4M Sell
277,278
-77,867
-22% -$24.2M 0.32% 45
2024
Q4 		$119M Sell
355,145
-2,267
-0.6% -$723K 0.42% 40
2024
Q3 		$97.8M Sell
357,412
-11,780
-3% -$3.02M 0.34% 39
2024
Q2 		$94.9M Buy
369,192
+30,495
+9% +$8.16M 0.35% 41
2024
Q1 		$102M Buy
338,697
+3,711
+1% +$1.07M 0.38% 40
2023
Q4 		$88.1M Buy
334,986
+49,778
+17% +$11.3M 0.37% 40
2023
Q3 		$57.8M Sell
285,208
-25,683
-8% -$5.55M 0.34% 47
2023
Q2 		$65.7M Buy
310,891
+57,845
+23% +$11.8M 0.37% 43
2023
Q1 		$50.6M Buy
253,046
+49,102
+24% +$8.29M 0.34% 44
2022
Q4 		$27M Buy
203,944
+37,252
+22% +$5.44M 0.23% 73
2022
Q3 		$24M Buy
166,692
+29,825
+22% +$5.06M 0.26% 61
2022
Q2 		$22.6M Sell
136,867
-64,749
-32% -$11.4M 0.21% 65
2022
Q1 		$42.8M Sell
201,616
-33,288
-14% -$7.16M 0.25% 58
2021
Q4 		$59.7M Buy
234,904
+39,648
+20% +$11.1M 0.31% 52
2021
Q3 		$53M Buy
195,256
+36,876
+23% +$9.36M 0.36% 46
2021
Q2 		$38.7M Buy
158,380
+11,032
+7% +$2.54M 0.24% 63
2021
Q1 		$31.2M Sell
147,348
-575
-0.4% -$128K 0.21% 71
2020
Q4 		$32.9M Sell
147,923
-2,021
-1% -$491K 0.32% 56
2020
Q3 		$37.7M Buy
149,944
+37,933
+34% +$8.3M 0.46% 37
2020
Q2 		$21M Buy
112,011
+85,811
+328% +$14.5M 0.3% 56
2020
Q1 		$3.77M Buy
26,200
+24,371
+1,332% +$4.18M 0.16% 76
2019
Q4 		$297K Buy
+1,829
New +$287K ﹤0.01% 791
2018
Q4 		– Sell
-5,437
Closed -$865K – 642
2018
Q3 		$865K Buy
+5,437
New +$807K 0.01% 473
2018
Q2 		– Sell
-4,424
Closed -$515K – 661
2018
Q1 		$515K Sell
4,424
-8,414
-66% -$966K 0.01% 579
2017
Q4 		$1.31M Buy
12,838
+21
+0.2% +$2.14K 0.02% 389
2017
Q3 		$1.2M Sell
12,817
-1,638
-11% -$151K 0.03% 363
2017
Q2 		$1.25M Buy
+14,455
New +$1.26M 0.04% 329
2017
Q1 		– Sell
-10,359
Closed -$709K – 536
2016
Q4 		$709K Buy
+10,359
New +$752K 0.03% 270
2016
Q2 		– Sell
-18,536
Closed -$1.37M – 516
2016
Q1 		$1.37M Buy
18,536
+300
+2% +$20.7K 0.07% 195
2015
Q4 		$1.44M Sell
18,236
-1,476
-7% -$115K 0.17% 151
2015
Q3 		$1.37M Buy
19,712
+4,291
+28% +$304K 0.11% 177
2015
Q2 		$1.07M Buy
+15,421
New +$1.1M 0.07% 201

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

Rafferty Asset Management's CRM Position: Q1 2026 in Review

Rafferty Asset Management reduced its Salesforce (CRM) stake by 25% in Q1 2026, selling an estimated $16.1M and leaving 233,671 shares worth $43.6M. The position accounts for 0.18% of the portfolio, ranked #70.

Rafferty Asset Management first reported a position in CRM in Q2 2015 and has held it in 36 quarters since. The position peaked at $119M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Rafferty Asset Management held 233,671 shares of Salesforce worth $43.6M as of Q1 2026.
  • Rafferty Asset Management sold 77,778 Salesforce shares in Q1 2026, an estimated $16.1M.
  • Salesforce made up 0.18% of Rafferty Asset Management's portfolio in Q1 2026, its #70 holding.
  • Rafferty Asset Management first reported a position in Salesforce in Q2 2015 and has held it in 36 quarters since.
  • Rafferty Asset Management's Salesforce position peaked at $119M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.