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Stansberry Asset Management’s Salesforce CRM Stock Holding History

Stansberry 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 		$1.9M Sell
10,158
-3,261
-24% -$676K 0.19% 89
2025
Q4 		$3.55M Buy
13,419
+34
+0.3% +$8.45K 0.36% 70
2025
Q3 		$3.17M Buy
13,385
+9,553
+249% +$2.41M 0.33% 71
2025
Q2 		$1.04M Sell
3,832
-13,849
-78% -$3.7M 0.11% 98
2025
Q1 		$4.74M Buy
17,681
+13,176
+292% +$4.1M 0.57% 58
2024
Q4 		$1.51M Sell
4,505
-276
-6% -$88.1K 0.2% 82
2024
Q3 		$1.31M Sell
4,781
-366
-7% -$93.7K 0.16% 92
2024
Q2 		$1.32M Sell
5,147
-9,770
-65% -$2.61M 0.17% 92
2024
Q1 		$4.49M Buy
14,917
+1,072
+8% +$309K 0.61% 59
2023
Q4 		$3.64M Sell
13,845
-2,611
-16% -$591K 0.61% 56
2023
Q3 		$3.34M Buy
16,456
+2,558
+18% +$553K 0.58% 58
2023
Q2 		$2.94M Buy
13,898
+6,408
+86% +$1.31M 0.54% 61
2023
Q1 		$1.5M Sell
7,490
-451
-6% -$76.2K 0.29% 71
2022
Q4 		$1.05M Buy
7,941
+742
+10% +$108K 0.22% 77
2022
Q3 		$1.04M Sell
7,199
-183
-2% -$31K 0.22% 67
2022
Q2 		$1.22M Sell
7,382
-139
-2% -$24.6K 0.26% 61
2022
Q1 		$1.6M Buy
7,521
+445
+6% +$95.8K 0.26% 58
2021
Q4 		$1.8M Buy
7,076
+4,216
+147% +$1.18M 0.29% 50
2021
Q3 		$776K Buy
+2,860
New +$726K 0.16% 52

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

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

Stansberry Asset Management reduced its Salesforce (CRM) stake by 24% in Q1 2026, selling an estimated $676K and leaving 10,158 shares worth $1.9M. The position accounts for 0.19% of the portfolio, ranked #89.

Stansberry Asset Management first reported a position in CRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.74M in Q1 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Stansberry Asset Management held 10,158 shares of Salesforce worth $1.9M as of Q1 2026.
  • Stansberry Asset Management sold 3,261 Salesforce shares in Q1 2026, an estimated $676K.
  • Salesforce made up 0.19% of Stansberry Asset Management's portfolio in Q1 2026, its #89 holding.
  • Stansberry Asset Management first reported a position in Salesforce in Q3 2021 and has held it in 19 quarters since.
  • Stansberry Asset Management's Salesforce position peaked at $4.74M in Q1 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Stansberry Asset Management's 13F filing for Q1 2026, filed 15 May 2026.