SMC
CRM icon

Smith, Moore & Co’s Salesforce CRM Stock Holding History

Smith, Moore & Co’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
-1,190
Closed -$315K – 564
2025
Q4 		$315K Sell
1,190
-401
-25% -$99.7K 0.02% 403
2025
Q3 		$377K Sell
1,591
-50
-3% -$12.6K 0.03% 357
2025
Q2 		$447K Sell
1,641
-267
-14% -$71.4K 0.04% 318
2025
Q1 		$512K Buy
1,908
+281
+17% +$87.4K 0.05% 289
2024
Q4 		$544K Buy
1,627
+159
+11% +$50.7K 0.05% 277
2024
Q3 		$402K Sell
1,468
-691
-32% -$177K 0.04% 308
2024
Q2 		$555K Buy
2,159
+270
+14% +$72.2K 0.06% 254
2024
Q1 		$569K Sell
1,889
-158
-8% -$45.6K 0.06% 248
2023
Q4 		$539K Buy
2,047
+460
+29% +$104K 0.06% 244
2023
Q3 		$322K Sell
1,587
-50
-3% -$10.8K 0.04% 302
2023
Q2 		$346K Buy
1,637
+138
+9% +$28.2K 0.04% 296
2023
Q1 		$299K Buy
+1,499
New +$253K 0.04% 306
2022
Q2 		– Sell
-1,234
Closed -$262K – 398
2022
Q1 		$262K Buy
1,234
+98
+9% +$21.1K 0.04% 339
2021
Q4 		$289K Buy
1,136
+150
+15% +$42.1K 0.04% 335
2021
Q3 		$267K Sell
986
-95
-9% -$24.1K 0.04% 331
2021
Q2 		$264K Sell
1,081
-50
-4% -$11.5K 0.04% 330
2021
Q1 		$240K Buy
+1,131
New +$252K 0.04% 326
2020
Q3 		– Sell
-1,391
Closed -$261K – 328
2020
Q2 		$261K Buy
+1,391
New +$234K 0.06% 260

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

Smith, Moore & Co's CRM Position: Q1 2026 in Review

Smith, Moore & Co sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,190 shares — an estimated $315K sold.

Smith, Moore & Co first reported a position in CRM in Q2 2020 and held it in 18 quarters. The position peaked at $569K in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Smith, Moore & Co reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Smith, Moore & Co sold 1,190 Salesforce shares in Q1 2026, an estimated $315K.
  • Smith, Moore & Co first reported a position in Salesforce in Q2 2020 and held it in 18 quarters.
  • Smith, Moore & Co's Salesforce position peaked at $569K in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.