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SFE Investment Counsel’s Salesforce CRM Stock Holding History

SFE Investment Counsel’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 		$2.72M Sell
14,593
-2,801
-16% -$580K 0.43% 72
2025
Q4 		$4.61M Buy
17,394
+7,871
+83% +$1.96M 0.71% 55
2025
Q3 		$2.26M Buy
+9,523
New +$2.4M 0.36% 68

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

SFE Investment Counsel's CRM Position: Q1 2026 in Review

SFE Investment Counsel reduced its Salesforce (CRM) stake by 16% in Q1 2026, selling an estimated $580K and leaving 14,593 shares worth $2.72M. The position accounts for 0.43% of the portfolio, ranked #72.

SFE Investment Counsel first reported a position in CRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.61M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • SFE Investment Counsel held 14,593 shares of Salesforce worth $2.72M as of Q1 2026.
  • SFE Investment Counsel sold 2,801 Salesforce shares in Q1 2026, an estimated $580K.
  • Salesforce made up 0.43% of SFE Investment Counsel's portfolio in Q1 2026, its #72 holding.
  • SFE Investment Counsel first reported a position in Salesforce in Q3 2025 and has held it in 3 quarters since.
  • SFE Investment Counsel's Salesforce position peaked at $4.61M in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.