Signet Financial Management’s Salesforce CRM Stock Holding History

Signet Financial 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	$1.11M	Sell	5,933 -1,791	-23%	-$371K	0.12%	154
2025 Q4	$2.05M	Sell	7,724 -133	-2%	-$33.1K	0.23%	118
2025 Q3	$1.86M	Sell	7,857 -45	-0.6%	-$11.3K	0.22%	125
2025 Q2	$2.15M	Buy	7,902 +28	+0.4%	+$7.49K	0.27%	116
2025 Q1	$2.11M	Sell	7,874 -126	-2%	-$39.2K	0.29%	115
2024 Q4	$2.67M	Sell	8,000 -61	-0.8%	-$19.5K	0.34%	92
2024 Q3	$2.21M	Buy	8,061 +2,197	+37%	+$563K	0.28%	111
2024 Q2	$1.51M	Sell	5,864 -26	-0.4%	-$6.96K	0.2%	128
2024 Q1	$1.77M	Buy	5,890 +229	+4%	+$66.1K	0.24%	124
2023 Q4	$1.49M	Buy	+5,661	New	+$1.28M	0.22%	129
2022 Q1	–	Sell	-657	Closed	-$167K	–	460
2021 Q4	$167K	Buy	+657	New	+$185K	0.03%	268
2018 Q4	–	Sell	-17	Closed	-$3K	–	352
2018 Q3	$3K	Hold	17	–	–	﹤0.01%	862
2018 Q2	$2K	Hold	17	–	–	﹤0.01%	808
2018 Q1	$2K	Buy	+17	New	+$1.95K	﹤0.01%	742

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Signet Financial Management's CRM Position: Q1 2026 in Review

Signet Financial Management reduced its Salesforce (CRM) stake by 23% in Q1 2026, selling an estimated $371K and leaving 5,933 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #154.

Signet Financial Management first reported a position in CRM in Q1 2018 and has held it in 14 quarters since. The position peaked at $2.67M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Signet Financial Management held 5,933 shares of Salesforce worth $1.11M as of Q1 2026.
Signet Financial Management sold 1,791 Salesforce shares in Q1 2026, an estimated $371K.
Salesforce made up 0.12% of Signet Financial Management's portfolio in Q1 2026, its #154 holding.
Signet Financial Management first reported a position in Salesforce in Q1 2018 and has held it in 14 quarters since.
Signet Financial Management's Salesforce position peaked at $2.67M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.