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Scharf Investments’s Salesforce CRM Stock Holding History

Scharf Investments’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 		– Sell
-8,040
Closed -$2.13M – 73
2025
Q4 		$2.13M Sell
8,040
-2,792
-26% -$694K 0.06% 50
2025
Q3 		$2.57M Sell
10,832
-284
-3% -$71.6K 0.06% 49
2025
Q2 		$3.03M Buy
11,116
+883
+9% +$236K 0.09% 38
2025
Q1 		$2.75M Sell
10,233
-129
-1% -$40.1K 0.08% 36
2024
Q4 		$3.46M Buy
10,362
+599
+6% +$191K 0.1% 35
2024
Q3 		$2.67M Buy
9,763
+283
+3% +$72.5K 0.07% 36
2024
Q2 		$2.44M Buy
9,480
+3,232
+52% +$865K 0.07% 36
2024
Q1 		$1.88M Buy
6,248
+2,570
+70% +$742K 0.05% 40
2023
Q4 		$968K Buy
+3,678
New +$832K 0.03% 45

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

Scharf Investments's CRM Position: Q1 2026 in Review

Scharf Investments sold out of Salesforce (CRM) in Q1 2026, closing a stake of 8,040 shares — an estimated $2.13M sold.

Scharf Investments first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $3.46M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Scharf Investments reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Scharf Investments sold 8,040 Salesforce shares in Q1 2026, an estimated $2.13M.
  • Scharf Investments first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Scharf Investments's Salesforce position peaked at $3.46M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Scharf Investments's 13F filing for Q1 2026, filed 13 Apr 2026.