Raymond James Financial
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Raymond James Financial’s Salesforce CRM Stock Holding History

Raymond James Financial’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 		$669M Sell
3,584,272
-146,552
-4% -$30.4M 0.21% 86
2025
Q4 		$988M Sell
3,730,824
-160,728
-4% -$39.9M 0.31% 51
2025
Q3 		$922M Buy
3,891,552
+130,150
+3% +$32.8M 0.3% 56
2025
Q2 		$1.03B Buy
3,761,402
+18,832
+0.5% +$5.03M 0.35% 43
2025
Q1 		$1B Buy
3,742,570
+232,372
+7% +$72.3M 0.38% 42
2024
Q4 		$1.17B Buy
+3,510,198
New +$1.12B 0.43% 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

Raymond James Financial's CRM Position: Q1 2026 in Review

Raymond James Financial reduced its Salesforce (CRM) stake by 3.9% in Q1 2026, selling an estimated $30.4M and leaving 3,584,272 shares worth $669M. The position accounts for 0.21% of the portfolio, ranked #86.

Raymond James Financial first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17B in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Raymond James Financial held 3,584,272 shares of Salesforce worth $669M as of Q1 2026.
  • Raymond James Financial sold 146,552 Salesforce shares in Q1 2026, an estimated $30.4M.
  • Salesforce made up 0.21% of Raymond James Financial's portfolio in Q1 2026, its #86 holding.
  • Raymond James Financial first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Salesforce position peaked at $1.17B in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.