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Shepherd Financial Partners’s Salesforce CRM Stock Holding History

Shepherd Financial Partners’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 		$1.18M Sell
6,299
-1,475
-19% -$306K 0.11% 104
2025
Q4 		$2.06M Sell
7,774
-152
-2% -$37.8K 0.19% 78
2025
Q3 		$1.88M Sell
7,926
-56
-0.7% -$14.1K 0.18% 86
2025
Q2 		$2.18M Sell
7,982
-410
-5% -$110K 0.23% 73
2025
Q1 		$2.25M Buy
8,392
+62
+0.7% +$19.3K 0.26% 68
2024
Q4 		$2.78M Buy
8,330
+280
+3% +$89.4K 0.33% 51
2024
Q3 		$2.2M Buy
8,050
+127
+2% +$32.5K 0.27% 62
2024
Q2 		$2.04M Buy
7,923
+19
+0.2% +$5.08K 0.26% 62
2024
Q1 		$2.38M Sell
7,904
-4
-0.1% -$1.15K 0.31% 54
2023
Q4 		$2.08M Sell
7,908
-50
-0.6% -$11.3K 0.3% 56
2023
Q3 		$1.61M Buy
7,958
+70
+0.9% +$15.1K 0.25% 65
2023
Q2 		$1.67M Hold
7,888
– – 0.26% 63
2023
Q1 		$1.58M Buy
7,888
+1,875
+31% +$317K 0.26% 65
2022
Q4 		$797K Sell
6,013
-3,409
-36% -$497K 0.14% 92
2022
Q3 		$1.35M Buy
9,422
+200
+2% +$33.9K 0.26% 65
2022
Q2 		$1.52M Buy
9,222
+743
+9% +$131K 0.3% 60
2022
Q1 		$1.8M Sell
8,479
-6
-0.1% -$1.29K 0.32% 59
2021
Q4 		$2.15M Buy
8,485
+192
+2% +$53.9K 0.37% 51
2021
Q3 		$2.25M Buy
8,293
+21
+0.3% +$5.33K 0.43% 42
2021
Q2 		$2.02M Buy
8,272
+13
+0.2% +$3K 0.38% 48
2021
Q1 		$1.75M Sell
8,259
-24
-0.3% -$5.34K 0.39% 56
2020
Q4 		$1.84M Buy
8,283
+44
+0.5% +$10.7K 0.42% 51
2020
Q3 		$2.07M Buy
8,239
+63
+0.8% +$13.8K 0.49% 36
2020
Q2 		$1.53M Buy
8,176
+269
+3% +$45.3K 0.42% 42
2020
Q1 		$1.14M Buy
7,907
+59
+0.8% +$10.1K 0.39% 43
2019
Q4 		$1.28M Buy
7,848
+233
+3% +$36.5K 0.3% 58
2019
Q3 		$1.13M Buy
7,615
+1,929
+34% +$293K 0.28% 57
2019
Q2 		$863K Buy
+5,686
New +$891K 0.16% 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

Shepherd Financial Partners's CRM Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Salesforce (CRM) stake by 19% in Q1 2026, selling an estimated $306K and leaving 6,299 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #104.

Shepherd Financial Partners first reported a position in CRM in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.78M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Shepherd Financial Partners held 6,299 shares of Salesforce worth $1.18M as of Q1 2026.
  • Shepherd Financial Partners sold 1,475 Salesforce shares in Q1 2026, an estimated $306K.
  • Salesforce made up 0.11% of Shepherd Financial Partners's portfolio in Q1 2026, its #104 holding.
  • Shepherd Financial Partners first reported a position in Salesforce in Q2 2019 and has held it in 28 quarters since.
  • Shepherd Financial Partners's Salesforce position peaked at $2.78M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.