South Shore Capital Advisors’s Salesforce CRM Stock Holding History

South Shore Capital 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	$216K	Sell	1,157 -456	-28%	-$94.5K	0.16%	133
2025 Q4	$427K	Buy	+1,613	New	+$401K	0.31%	71
2022 Q1	–	Sell	-815	Closed	-$207K	–	107
2021 Q4	$207K	Buy	+815	New	+$229K	0.34%	92
2021 Q2	–	Sell	-3,468	Closed	-$735K	–	104
2021 Q1	$735K	Buy	3,468 +133	+4%	+$29.6K	0.73%	31
2020 Q4	$742K	Buy	+3,335	New	+$811K	0.73%	36

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

South Shore Capital Advisors's CRM Position: Q1 2026 in Review

South Shore Capital Advisors reduced its Salesforce (CRM) stake by 28% in Q1 2026, selling an estimated $94.5K and leaving 1,157 shares worth $216K. The position accounts for 0.16% of the portfolio, ranked #133.

South Shore Capital Advisors first reported a position in CRM in Q4 2020 and has held it in 5 quarters since. The position peaked at $742K in Q4 2020. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

South Shore Capital Advisors held 1,157 shares of Salesforce worth $216K as of Q1 2026.
South Shore Capital Advisors sold 456 Salesforce shares in Q1 2026, an estimated $94.5K.
Salesforce made up 0.16% of South Shore Capital Advisors's portfolio in Q1 2026, its #133 holding.
South Shore Capital Advisors first reported a position in Salesforce in Q4 2020 and has held it in 5 quarters since.
South Shore Capital Advisors's Salesforce position peaked at $742K in Q4 2020.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.