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STALEY CAPITAL ADVISERS’s Salesforce CRM Stock Holding History

STALEY CAPITAL ADVISERS’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
-3,512
Closed -$930K – 189
2025
Q4 		$930K Sell
3,512
-18
-0.5% -$4.47K 0.04% 115
2025
Q3 		$837K Buy
3,530
+87
+3% +$21.9K 0.03% 120
2025
Q2 		$939K Buy
3,443
+100
+3% +$26.7K 0.04% 117
2025
Q1 		$897K Buy
3,343
+38
+1% +$11.8K 0.04% 113
2024
Q4 		$1.1M Hold
3,305
– – 0.05% 102
2024
Q3 		$905K Hold
3,305
– – 0.04% 115
2024
Q2 		$850K Sell
3,305
-160
-5% -$42.8K 0.04% 112
2024
Q1 		$1.04M Sell
3,465
-100
-3% -$28.9K 0.05% 105
2023
Q4 		$938K Buy
3,565
+250
+8% +$56.6K 0.05% 105
2023
Q3 		$672K Buy
3,315
+18
+0.5% +$3.89K 0.04% 116
2023
Q2 		$697K Buy
3,297
+10
+0.3% +$2.04K 0.04% 116
2023
Q1 		$657K Buy
3,287
+337
+11% +$56.9K 0.04% 115
2022
Q4 		$391K Buy
2,950
+1,000
+51% +$146K 0.02% 124
2022
Q3 		$280K Hold
1,950
– – 0.02% 140
2022
Q2 		$322K Buy
+1,950
New +$345K 0.02% 136

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

STALEY CAPITAL ADVISERS's CRM Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS sold out of Salesforce (CRM) in Q1 2026, closing a stake of 3,512 shares — an estimated $930K sold.

STALEY CAPITAL ADVISERS first reported a position in CRM in Q2 2022 and held it in 15 quarters. The position peaked at $1.1M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • STALEY CAPITAL ADVISERS reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • STALEY CAPITAL ADVISERS sold 3,512 Salesforce shares in Q1 2026, an estimated $930K.
  • STALEY CAPITAL ADVISERS first reported a position in Salesforce in Q2 2022 and held it in 15 quarters.
  • STALEY CAPITAL ADVISERS's Salesforce position peaked at $1.1M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.