Richard Bernstein Advisors’s Salesforce CRM Stock Holding History

Richard Bernstein 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	$1M	Hold	5,377	–	–	0.03%	175
2025 Q4	$1.42M	Sell	5,377 -668	-11%	-$166K	0.04%	99
2025 Q3	$1.43M	Sell	6,045 -7,157	-54%	-$1.81M	0.04%	138
2025 Q2	$3.6M	Hold	13,202	–	–	0.09%	111
2025 Q1	$3.54M	Sell	13,202 -556	-4%	-$173K	0.09%	111
2024 Q4	$4.6M	Hold	13,758	–	–	0.1%	83
2024 Q3	$3.77M	Buy	+13,758	New	+$3.52M	0.08%	122
2019 Q1	–	Sell	-44,826	Closed	-$6.14M	–	276
2018 Q4	$6.14M	Hold	44,826	–	–	0.23%	70
2018 Q3	$7.13M	Hold	44,826	–	–	0.21%	82
2018 Q2	$6.11M	Buy	44,826 +3,567	+9%	+$455K	0.2%	77
2018 Q1	$4.8M	Hold	41,259	–	–	0.17%	112
2017 Q4	$4.22M	Buy	41,259 +7,738	+23%	+$789K	0.19%	117
2017 Q3	$3.13M	Hold	33,521	–	–	0.22%	135
2017 Q2	$2.9M	Hold	33,521	–	–	0.22%	142
2017 Q1	$2.77M	Hold	33,521	–	–	0.21%	163
2016 Q4	$2.29M	Hold	33,521	–	–	0.19%	184
2016 Q3	$2.39M	Hold	33,521	–	–	0.23%	170
2016 Q2	$2.66M	Hold	33,521	–	–	0.25%	134
2016 Q1	$2.48M	Buy	+33,521	New	+$2.31M	0.25%	138
2015 Q2	–	Sell	-16,588	Closed	-$1.11M	–	210
2015 Q1	$1.11M	Hold	16,588	–	–	0.15%	150
2014 Q4	$984K	Hold	16,588	–	–	0.1%	209
2014 Q3	$954K	Hold	16,588	–	–	0.1%	212
2014 Q2	$963K	Hold	16,588	–	–	0.11%	210
2014 Q1	$947K	Hold	16,588	–	–	0.13%	185
2013 Q4	$915K	Hold	16,588	–	–	0.18%	186
2013 Q3	$861K	Hold	16,588	–	–	0.25%	140
2013 Q2	$633K	Buy	+16,588	New	+$685K	0.21%	169

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Richard Bernstein Advisors's CRM Position: Q1 2026 in Review

Richard Bernstein Advisors held its Salesforce (CRM) position steady in Q1 2026 at 5,377 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #175.

Richard Bernstein Advisors first reported a position in CRM in Q2 2013 and has held it in 27 quarters since. The position peaked at $7.13M in Q3 2018. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Richard Bernstein Advisors held 5,377 shares of Salesforce worth $1M as of Q1 2026.
Richard Bernstein Advisors left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 0.03% of Richard Bernstein Advisors's portfolio in Q1 2026, its #175 holding.
Richard Bernstein Advisors first reported a position in Salesforce in Q2 2013 and has held it in 27 quarters since.
Richard Bernstein Advisors's Salesforce position peaked at $7.13M in Q3 2018.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.