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SP Asset Management’s Salesforce CRM Stock Holding History

SP 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 		$4.34M Sell
23,272
-553
-2% -$115K 0.38% 44
2025
Q4 		$6.31M Sell
23,825
-154
-0.6% -$38.3K 0.5% 37
2025
Q3 		$5.68M Sell
23,979
-896
-4% -$226K 0.45% 39
2025
Q2 		$6.78M Buy
24,875
+43
+0.2% +$11.5K 0.56% 35
2025
Q1 		$6.66M Sell
24,832
-33
-0.1% -$10.3K 0.59% 38
2024
Q4 		$8.31M Sell
24,865
-732
-3% -$234K 0.7% 31
2024
Q3 		$7.01M Buy
25,597
+40
+0.2% +$10.2K 0.58% 37
2024
Q2 		$6.57M Buy
25,557
+90
+0.4% +$24.1K 0.6% 37
2024
Q1 		$7.67M Buy
25,467
+59
+0.2% +$17K 0.71% 33
2023
Q4 		$6.69M Buy
25,408
+250
+1% +$56.6K 0.69% 34
2023
Q3 		$5.1M Hold
25,158
– – 0.57% 44
2023
Q2 		$5.31M Sell
25,158
-286
-1% -$58.4K 0.59% 42
2023
Q1 		$5.08M Hold
25,444
– – 0.62% 41
2022
Q4 		$3.37M Sell
25,444
-4,600
-15% -$671K 0.45% 50
2022
Q3 		$4.32M Hold
30,044
– – 0.59% 43
2022
Q2 		$4.96M Sell
30,044
-44
-0.1% -$7.77K 0.63% 42
2022
Q1 		$6.39M Buy
30,088
+25
+0.1% +$5.38K 0.69% 37
2021
Q4 		$6.98M Buy
30,063
+1,567
+5% +$440K 0.7% 36
2021
Q3 		$8.41M Hold
28,496
– – 0.88% 32
2021
Q2 		$6.94M Buy
28,496
+212
+0.7% +$48.9K 0.76% 31
2021
Q1 		$6.14M Buy
28,284
+166
+0.6% +$37K 0.76% 33
2020
Q4 		$6.72M Buy
28,118
+225
+0.8% +$54.7K 0.93% 28
2020
Q3 		$7.26M Sell
27,893
-7,770
-22% -$1.7M 1.11% 20
2020
Q2 		$6.68M Buy
+35,663
New +$6.01M 1.4% 18

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

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

SP Asset Management reduced its Salesforce (CRM) stake by 2.3% in Q1 2026, selling an estimated $115K and leaving 23,272 shares worth $4.34M. The position accounts for 0.38% of the portfolio, ranked #44.

SP Asset Management first reported a position in CRM in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.41M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • SP Asset Management held 23,272 shares of Salesforce worth $4.34M as of Q1 2026.
  • SP Asset Management sold 553 Salesforce shares in Q1 2026, an estimated $115K.
  • Salesforce made up 0.38% of SP Asset Management's portfolio in Q1 2026, its #44 holding.
  • SP Asset Management first reported a position in Salesforce in Q2 2020 and has held it in 24 quarters since.
  • SP Asset Management's Salesforce position peaked at $8.41M in Q3 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SP Asset Management's 13F filing for Q1 2026, filed 7 May 2026.