SEI Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $174M | Buy |
933,983
+210,088
| +29% | +$43.5M | 0.16% | 114 |
|
|
2025
Q4 | $192M | Buy |
723,895
+221,316
| +44% | +$55M | 0.19% | 94 |
|
|
2025
Q3 | $119M | Sell |
502,579
-86,024
| -15% | -$21.7M | 0.13% | 151 |
|
|
2025
Q2 | $161M | Sell |
588,603
-124,257
| -17% | -$33.2M | 0.19% | 92 |
|
|
2025
Q1 | $191M | Buy |
712,860
+289,420
| +68% | +$90M | 0.25% | 68 |
|
|
2024
Q4 | $142M | Sell |
423,440
-34,016
| -7% | -$10.9M | 0.18% | 99 |
|
|
2024
Q3 | $125M | Sell |
457,456
-260,059
| -36% | -$66.6M | 0.16% | 119 |
|
|
2024
Q2 | $184M | Sell |
717,515
-416,760
| -37% | -$112M | 0.26% | 67 |
|
|
2024
Q1 | $342M | Buy |
1,134,275
+43,047
| +4% | +$12.4M | 0.5% | 34 |
|
|
2023
Q4 | $287M | Sell |
1,091,228
-21,196
| -2% | -$4.8M | 0.46% | 36 |
|
|
2023
Q3 | $226M | Buy |
1,112,424
+24,177
| +2% | +$5.22M | 0.41% | 45 |
|
|
2023
Q2 | $230M | Buy |
1,088,247
+297,171
| +38% | +$60.7M | 0.4% | 45 |
|
|
2023
Q1 | $158M | Buy |
791,076
+59,131
| +8% | +$9.99M | 0.29% | 59 |
|
|
2022
Q4 | $97M | Sell |
731,945
-19,034
| -3% | -$2.78M | 0.22% | 80 |
|
|
2022
Q3 | $108M | Sell |
750,979
-70,111
| -9% | -$11.9M | 0.24% | 69 |
|
|
2022
Q2 | $135M | Buy |
821,090
+148,858
| +22% | +$26.3M | 0.29% | 57 |
|
|
2022
Q1 | $143M | Buy |
672,232
+11,978
| +2% | +$2.58M | 0.29% | 61 |
|
|
2021
Q4 | $168M | Buy |
660,254
+35,509
| +6% | +$9.98M | 0.32% | 53 |
|
|
2021
Q3 | $169M | Buy |
624,745
+170,767
| +38% | +$43.4M | 0.36% | 46 |
|
|
2021
Q2 | $111M | Buy |
453,978
+59,348
| +15% | +$13.7M | 0.25% | 65 |
|
|
2021
Q1 | $83.8M | Sell |
394,630
-124,381
| -24% | -$27.7M | 0.21% | 83 |
|
|
2020
Q4 | $116M | Sell |
519,011
-206,461
| -28% | -$50.2M | 0.3% | 56 |
|
|
2020
Q3 | $183M | Sell |
725,472
-75,619
| -9% | -$16.6M | 0.53% | 36 |
|
|
2020
Q2 | $150M | Sell |
801,091
-18,523
| -2% | -$3.12M | 0.47% | 35 |
|
|
2020
Q1 | $118M | Sell |
819,614
-26,212
| -3% | -$4.49M | 0.43% | 39 |
|
|
2019
Q4 | $138M | Sell |
845,826
-28,971
| -3% | -$4.54M | 0.41% | 39 |
|
|
2019
Q3 | $130M | Buy |
874,797
+35,257
| +4% | +$5.36M | 0.33% | 52 |
|
|
2019
Q2 | $127M | Buy |
839,540
+31,292
| +4% | +$4.9M | 0.42% | 37 |
|
|
2019
Q1 | $128M | Sell |
808,248
-350,761
| -30% | -$54.4M | 0.43% | 37 |
|
|
2018
Q4 | $183M | Buy |
1,159,009
+33,122
| +3% | +$4.56M | 0.65% | 19 |
|
|
2018
Q3 | $179M | Sell |
1,125,887
-112,939
| -9% | -$16.8M | 0.65% | 22 |
|
|
2018
Q2 | $169M | Buy |
1,238,826
+67,809
| +6% | +$8.65M | 0.57% | 25 |
|
|
2018
Q1 | $136M | Buy |
1,171,017
+28,551
| +2% | +$3.28M | 0.52% | 32 |
|
|
2017
Q4 | $117M | Sell |
1,142,466
-9,335
| -0.8% | -$951K | 0.41% | 38 |
|
|
2017
Q3 | $108M | Buy |
1,151,801
+47,956
| +4% | +$4.41M | 0.38% | 47 |
|
|
2017
Q2 | $95.6M | Buy |
1,103,845
+24,393
| +2% | +$2.12M | 0.38% | 43 |
|
|
2017
Q1 | $89M | Buy |
1,079,452
+56,167
| +5% | +$4.49M | 0.39% | 39 |
|
|
2016
Q4 | $70.1M | Buy |
1,023,285
+74,674
| +8% | +$5.42M | 0.34% | 51 |
|
|
2016
Q3 | $67.7M | Buy |
948,611
+66,390
| +8% | +$5.18M | 0.34% | 52 |
|
|
2016
Q2 | $70.1M | Sell |
882,221
-72,405
| -8% | -$5.68M | 0.42% | 34 |
|
|
2016
Q1 | $70.5M | Sell |
954,626
-11,342
| -1% | -$781K | 0.44% | 32 |
|
|
2015
Q4 | $75.7M | Buy |
965,968
+355,094
| +58% | +$27.7M | 0.46% | 28 |
|
|
2015
Q3 | $42.4M | Buy |
610,874
+340,714
| +126% | +$24.2M | 0.39% | 45 |
|
|
2015
Q2 | $18.8M | Sell |
270,160
-28,171
| -9% | -$2.01M | 0.17% | 142 |
|
|
2015
Q1 | $19.9M | Sell |
298,331
-289,924
| -49% | -$18M | 0.17% | 143 |
|
|
2014
Q4 | $34.9M | Buy |
+588,255
| New | +$34.7M | 0.31% | 78 |
|
Other funds holding CRM
VCM
VPM
SEI Investments's CRM Position: Q1 2026 in Review
SEI Investments increased its Salesforce (CRM) stake by 29% in Q1 2026, buying an estimated $43.5M and bringing the position to 933,983 shares worth $174M. The position accounts for 0.16% of the portfolio, ranked #114.
SEI Investments first reported a position in CRM in Q4 2014 and has held it in 46 quarters since. The position peaked at $342M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- SEI Investments held 933,983 shares of Salesforce worth $174M as of Q1 2026.
- SEI Investments bought 210,088 Salesforce shares in Q1 2026, an estimated $43.5M.
- Salesforce made up 0.16% of SEI Investments's portfolio in Q1 2026, its #114 holding.
- SEI Investments first reported a position in Salesforce in Q4 2014 and has held it in 46 quarters since.
- SEI Investments's Salesforce position peaked at $342M in Q1 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.