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S-Bank Fund Management’s Salesforce CRM Stock Holding History

S-Bank Fund 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 		$9.92M Buy
53,129
+10,216
+24% +$2.12M 1.48% 18
2025
Q4 		$11.4M Buy
42,913
+22,642
+112% +$5.63M 1.47% 16
2025
Q3 		$4.8M Sell
20,271
-105
-0.5% -$26.5K 0.64% 44
2025
Q2 		$5.56M Sell
20,376
-1,589
-7% -$425K 0.82% 37
2025
Q1 		$5.89M Buy
+21,965
New +$6.83M 1.11% 29

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

S-Bank Fund Management's CRM Position: Q1 2026 in Review

S-Bank Fund Management increased its Salesforce (CRM) stake by 24% in Q1 2026, buying an estimated $2.12M and bringing the position to 53,129 shares worth $9.92M. The position accounts for 1.48% of the portfolio, ranked #18.

S-Bank Fund Management first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.4M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • S-Bank Fund Management held 53,129 shares of Salesforce worth $9.92M as of Q1 2026.
  • S-Bank Fund Management bought 10,216 Salesforce shares in Q1 2026, an estimated $2.12M.
  • Salesforce made up 1.48% of S-Bank Fund Management's portfolio in Q1 2026, its #18 holding.
  • S-Bank Fund Management first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • S-Bank Fund Management's Salesforce position peaked at $11.4M in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.