Stanley-Laman Group’s Salesforce CRM Stock Holding History

Stanley-Laman Group’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	-2,429	Closed	-$643K	–	302
2025 Q4	$643K	Buy	+2,429	New	+$604K	0.08%	195
2021 Q4	–	Sell	-43,042	Closed	-$11.7M	–	264
2021 Q3	$11.7M	Buy	43,042 +31,667	+278%	+$8.04M	1.52%	15
2021 Q2	$2.78M	Buy	11,375 +1,974	+21%	+$455K	0.4%	60
2021 Q1	$1.99M	Buy	9,401 +228	+2%	+$50.8K	0.33%	88
2020 Q4	$2.04M	Sell	9,173 -77	-0.8%	-$18.7K	0.36%	69
2020 Q3	$2.33M	Buy	9,250 +619	+7%	+$136K	0.51%	48
2020 Q2	$1.62M	Buy	8,631 +984	+13%	+$166K	0.39%	65
2020 Q1	$1.1M	Buy	+7,647	New	+$1.31M	0.33%	83
2019 Q4	–	Sell	-1,761	Closed	-$261K	–	271
2019 Q3	$261K	Buy	+1,761	New	+$268K	0.06%	233
2017 Q1	–	Sell	-38,471	Closed	-$2.63M	–	243
2016 Q4	$2.63M	Buy	38,471 +23,885	+164%	+$1.73M	0.82%	27
2016 Q3	$1.04M	Buy	14,586 +1,992	+16%	+$155K	0.43%	80
2016 Q2	$1M	Buy	+12,594	New	+$988K	0.39%	84

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

Stanley-Laman Group's CRM Position: Q1 2026 in Review

Stanley-Laman Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 2,429 shares — an estimated $643K sold.

Stanley-Laman Group first reported a position in CRM in Q2 2016 and held it in 12 quarters. The position peaked at $11.7M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Stanley-Laman Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Stanley-Laman Group sold 2,429 Salesforce shares in Q1 2026, an estimated $643K.
Stanley-Laman Group first reported a position in Salesforce in Q2 2016 and held it in 12 quarters.
Stanley-Laman Group's Salesforce position peaked at $11.7M in Q3 2021.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Stanley-Laman Group's 13F filing for Q1 2026, filed 16 Apr 2026.