Smartleaf Asset Management’s Salesforce CRM Stock Holding History

Smartleaf Asset 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	$3M	Sell	16,232 -565	-3%	-$117K	0.11%	168
2025 Q4	$4.47M	Buy	16,797 +7,252	+76%	+$1.8M	0.17%	106
2025 Q3	$2.34M	Buy	9,545 +1,877	+24%	+$473K	0.14%	150
2025 Q2	$2.1M	Sell	7,668 -1,430	-16%	-$382K	0.18%	111
2025 Q1	$2.46M	Buy	9,098 +352	+4%	+$109K	0.24%	89
2024 Q4	$2.94M	Buy	8,746 +1,753	+25%	+$559K	0.3%	65
2024 Q3	$1.93M	Buy	6,993 +1,743	+33%	+$446K	0.23%	95
2024 Q2	$1.33M	Buy	5,250 +876	+20%	+$234K	0.22%	105
2024 Q1	$1.32M	Buy	4,374 +1,319	+43%	+$381K	0.26%	92
2023 Q4	$806K	Buy	+3,055	New	+$691K	0.22%	103

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

Smartleaf Asset Management's CRM Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Salesforce (CRM) stake by 3.4% in Q1 2026, selling an estimated $117K and leaving 16,232 shares worth $3M. The position accounts for 0.11% of the portfolio, ranked #168.

Smartleaf Asset Management first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.47M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Smartleaf Asset Management held 16,232 shares of Salesforce worth $3M as of Q1 2026.
Smartleaf Asset Management sold 565 Salesforce shares in Q1 2026, an estimated $117K.
Salesforce made up 0.11% of Smartleaf Asset Management's portfolio in Q1 2026, its #168 holding.
Smartleaf Asset Management first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Salesforce position peaked at $4.47M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.