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Smith Thornton Advisors’s Salesforce CRM Stock Holding History

Smith Thornton Advisors’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
-1,686
Closed -$447K – 132
2025
Q4 		$447K Buy
1,686
+15
+0.9% +$3.73K 0.23% 91
2025
Q3 		$396K Sell
1,671
-43
-3% -$10.8K 0.21% 94
2025
Q2 		$467K Buy
1,714
+159
+10% +$42.5K 0.27% 79
2025
Q1 		$417K Buy
1,555
+93
+6% +$28.9K 0.26% 83
2024
Q4 		$489K Hold
1,462
– – 0.31% 81
2024
Q3 		$400K Sell
1,462
-41
-3% -$10.5K 0.26% 93
2024
Q2 		$386K Buy
+1,503
New +$402K 0.28% 89

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 Thornton Advisors's CRM Position: Q1 2026 in Review

Smith Thornton Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,686 shares — an estimated $447K sold.

Smith Thornton Advisors first reported a position in CRM in Q2 2024 and held it in 7 quarters. The position peaked at $489K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Smith Thornton Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Smith Thornton Advisors sold 1,686 Salesforce shares in Q1 2026, an estimated $447K.
  • Smith Thornton Advisors first reported a position in Salesforce in Q2 2024 and held it in 7 quarters.
  • Smith Thornton Advisors's Salesforce position peaked at $489K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Smith Thornton Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.