SSI Investment Management’s Salesforce CRM Stock Holding History

SSI Investment 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	–	Sell	-974	Closed	-$258K	–	243
2025 Q4	$258K	Hold	974	–	–	0.02%	237
2025 Q3	$231K	Hold	974	–	–	0.02%	242
2025 Q2	$266K	Sell	974 -538	-36%	-$144K	0.02%	232
2025 Q1	$406K	Sell	1,512 -1	-0.1%	-$311	0.03%	214
2024 Q4	$506K	Hold	1,513	–	–	0.04%	206
2024 Q3	$414K	Sell	1,513 -1	-0.1%	-$256	0.03%	225
2024 Q2	$389K	Hold	1,514	–	–	0.03%	210
2024 Q1	$456K	Sell	1,514 -15	-1%	-$4.33K	0.03%	195
2023 Q4	$402K	Sell	1,529 -5	-0.3%	-$1.13K	0.03%	211
2023 Q3	$311K	Sell	1,534 -15	-1%	-$3.24K	0.03%	214
2023 Q2	$327K	Sell	1,549 -315	-17%	-$64.3K	0.02%	218
2023 Q1	$372K	Sell	1,864 -485	-21%	-$81.9K	0.03%	218
2022 Q4	$311K	Hold	2,349	–	–	0.02%	260
2022 Q3	$338K	Buy	2,349 +4	+0.2%	+$678	0.02%	240
2022 Q2	$388K	Hold	2,345	–	–	0.02%	241
2022 Q1	$499K	Buy	2,345 +789	+51%	+$170K	0.03%	232
2021 Q4	$396K	Sell	1,556 -5	-0.3%	-$1.41K	0.02%	245
2021 Q3	$422K	Hold	1,561	–	–	0.03%	241
2021 Q2	$382K	Sell	1,561 -7	-0.4%	-$1.61K	0.02%	251
2021 Q1	$332K	Sell	1,568 -1	-0.1%	-$223	0.02%	249
2020 Q4	$351K	Sell	1,569 -708	-31%	-$172K	0.03%	225
2020 Q3	$574K	Sell	2,277 -55	-2%	-$12K	0.05%	185
2020 Q2	$436K	Sell	2,332 -42	-2%	-$7.08K	0.04%	199
2020 Q1	$342K	Sell	2,374 -27	-1%	-$4.63K	0.03%	206
2019 Q4	$389K	Sell	2,401 -8	-0.3%	-$1.25K	0.03%	233
2019 Q3	$358K	Sell	2,409 -2	-0.1%	-$304	0.03%	236
2019 Q2	$365K	Sell	2,411 -11	-0.5%	-$1.72K	0.03%	240
2019 Q1	$386K	Buy	+2,422	New	+$375K	0.03%	228
2018 Q4	–	Sell	-1,415	Closed	-$226K	–	263
2018 Q3	$226K	Buy	+1,415	New	+$210K	0.02%	278
2018 Q2	–	Sell	-1,783	Closed	-$206K	–	293
2018 Q1	$206K	Buy	+1,783	New	+$205K	0.02%	300
2016 Q2	–	Sell	-3,316	Closed	-$243K	–	282
2016 Q1	$243K	Buy	3,316 +1	+0%	+$69	0.02%	242
2015 Q4	$260K	Hold	3,315	–	–	0.03%	241
2015 Q3	$229K	Hold	3,315	–	–	0.02%	251
2015 Q2	$229K	Sell	3,315 -713	-18%	-$50.8K	0.02%	270
2015 Q1	$270K	Buy	+4,028	New	+$250K	0.03%	253
2014 Q4	–	Sell	-87	Closed	-$5K	–	371
2014 Q3	$5K	Buy	+87	New	+$4.9K	﹤0.01%	389
2014 Q1	–	Sell	-7,687	Closed	-$424K	–	407
2013 Q4	$424K	Buy	7,687 +2,628	+52%	+$141K	0.04%	341
2013 Q3	$263K	Buy	+5,059	New	+$230K	0.02%	364

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SSI Investment Management's CRM Position: Q1 2026 in Review

SSI Investment Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 974 shares — an estimated $258K sold.

SSI Investment Management first reported a position in CRM in Q3 2013 and held it in 38 quarters. The position peaked at $574K in Q3 2020. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

SSI Investment Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
SSI Investment Management sold 974 Salesforce shares in Q1 2026, an estimated $258K.
SSI Investment Management first reported a position in Salesforce in Q3 2013 and held it in 38 quarters.
SSI Investment Management's Salesforce position peaked at $574K in Q3 2020.
2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.