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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
2018
Q4 		– Sell
-3,000
Closed -$4K – 351
2018
Q3 		$4K Buy
+3,000
New +$445K ﹤0.01% 807

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

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.