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Reflection Asset Management’s Salesforce CRM Stock Holding History

Reflection 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 		$1.03M Buy
5,514
+268
+5% +$55.5K 0.63% 48
2025
Q4 		$1.39M Buy
+5,246
New +$1.3M 0.99% 27

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Reflection Asset Management increased its Salesforce (CRM) stake by 5.1% in Q1 2026, buying an estimated $55.5K and bringing the position to 5,514 shares worth $1.03M. The position accounts for 0.63% of the portfolio, ranked #48.

Reflection Asset Management first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.39M in Q4 2025. 2,695 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Reflection Asset Management held 5,514 shares of Salesforce worth $1.03M as of Q1 2026.
  • Reflection Asset Management bought 268 Salesforce shares in Q1 2026, an estimated $55.5K.
  • Salesforce made up 0.63% of Reflection Asset Management's portfolio in Q1 2026, its #48 holding.
  • Reflection Asset Management first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • Reflection Asset Management's Salesforce position peaked at $1.39M in Q4 2025.
  • 2,695 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.