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Sigma Investment Counselors’s Salesforce CRM Stock Holding History

Sigma Investment Counselors’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
-967
Closed -$256K – 199
2025
Q4 		$256K Sell
967
-69
-7% -$17.1K 0.01% 182
2025
Q3 		$245K Sell
1,036
-103
-9% -$26K 0.01% 186
2025
Q2 		$310K Buy
1,139
+70
+7% +$18.7K 0.02% 163
2025
Q1 		$287K Sell
1,069
-66
-6% -$20.5K 0.02% 161
2024
Q4 		$380K Buy
1,135
+4
+0.4% +$1.28K 0.02% 146
2024
Q3 		$310K Hold
1,131
– – 0.02% 158
2024
Q2 		$291K Buy
1,131
+25
+2% +$6.69K 0.02% 160
2024
Q1 		$333K Buy
1,106
+13
+1% +$3.75K 0.02% 154
2023
Q4 		$288K Sell
1,093
-130
-11% -$29.4K 0.02% 164
2023
Q3 		$248K Buy
1,223
+223
+22% +$48.2K 0.02% 168
2023
Q2 		$211K Sell
1,000
-38
-4% -$7.76K 0.02% 187
2023
Q1 		$207K Buy
+1,038
New +$175K 0.02% 187
2022
Q1 		– Sell
-868
Closed -$221K – 193
2021
Q4 		$221K Buy
868
+61
+8% +$17.1K 0.02% 184
2021
Q3 		$219K Buy
+807
New +$205K 0.02% 183

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

Sigma Investment Counselors's CRM Position: Q1 2026 in Review

Sigma Investment Counselors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 967 shares — an estimated $256K sold.

Sigma Investment Counselors first reported a position in CRM in Q3 2021 and held it in 14 quarters. The position peaked at $380K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sigma Investment Counselors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Sigma Investment Counselors sold 967 Salesforce shares in Q1 2026, an estimated $256K.
  • Sigma Investment Counselors first reported a position in Salesforce in Q3 2021 and held it in 14 quarters.
  • Sigma Investment Counselors's Salesforce position peaked at $380K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.