SCM
CRM icon

Schnieders Capital Management’s Salesforce CRM Stock Holding History

Schnieders Capital 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 		– Sell
-1,726
Closed -$457K – 219
2025
Q4 		$457K Hold
1,726
– – 0.07% 140
2025
Q3 		$409K Sell
1,726
-128
-7% -$32.3K 0.07% 152
2025
Q2 		$506K Buy
1,854
+1,007
+119% +$269K 0.09% 135
2025
Q1 		$227K Buy
847
+100
+13% +$31.1K 0.05% 186
2024
Q4 		$250K Hold
747
– – 0.05% 180
2024
Q3 		$204K Sell
747
-541
-42% -$139K 0.04% 205
2024
Q2 		$331K Sell
1,288
-150
-10% -$40.1K 0.07% 154
2024
Q1 		$433K Buy
1,438
+203
+16% +$58.6K 0.09% 131
2023
Q4 		$325K Buy
+1,235
New +$280K 0.07% 157

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 $3.37T AUM 44.26% 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

Schnieders Capital Management's CRM Position: Q1 2026 in Review

Schnieders Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,726 shares — an estimated $457K sold.

Schnieders Capital Management first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $506K in Q2 2025. 2,685 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Schnieders Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Schnieders Capital Management sold 1,726 Salesforce shares in Q1 2026, an estimated $457K.
  • Schnieders Capital Management first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Schnieders Capital Management's Salesforce position peaked at $506K in Q2 2025.
  • 2,685 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Schnieders Capital Management's 13F filing for Q1 2026, filed 4 May 2026.