Steinberg Asset Management’s Salesforce CRM Stock Holding History

Steinberg 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	$1.56M	Hold	8,348	–	–	1.01%	17
2025 Q4	$2.21M	Hold	8,348	–	–	1.65%	13
2025 Q3	$1.98M	Hold	8,348	–	–	1.42%	17
2025 Q2	$2.28M	Buy	8,348 +505	+6%	+$135K	1.7%	13
2025 Q1	$2.1M	Buy	7,843 +1,523	+24%	+$474K	1.71%	12
2024 Q4	$2.11M	Sell	6,320 -139	-2%	-$44.4K	1.56%	11
2024 Q3	$1.77M	Sell	6,459 -107	-2%	-$27.4K	1.35%	14
2024 Q2	$1.69M	Sell	6,566 -411	-6%	-$110K	1.32%	12
2024 Q1	$2.1M	Sell	6,977 -47	-0.7%	-$13.6K	1.78%	11
2023 Q4	$1.85M	Sell	7,024 -472	-6%	-$107K	1.63%	14
2023 Q3	$1.52M	Hold	7,496	–	–	1.35%	18
2023 Q2	$1.58M	Sell	7,496 -99	-1%	-$20.2K	1.52%	18
2023 Q1	$1.52M	Sell	7,595 -68	-0.9%	-$11.5K	1.54%	15
2022 Q4	$1.02M	Buy	7,663 +151	+2%	+$22K	1.1%	21
2022 Q3	$1.08M	Buy	+7,512	New	+$1.27M	1.15%	21

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

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

Steinberg Asset Management held its Salesforce (CRM) position steady in Q1 2026 at 8,348 shares worth $1.56M. The position accounts for 1.01% of the portfolio, ranked #17.

Steinberg Asset Management first reported a position in CRM in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.28M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Steinberg Asset Management held 8,348 shares of Salesforce worth $1.56M as of Q1 2026.
Steinberg Asset Management left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 1.01% of Steinberg Asset Management's portfolio in Q1 2026, its #17 holding.
Steinberg Asset Management first reported a position in Salesforce in Q3 2022 and has held it in 15 quarters since.
Steinberg Asset Management's Salesforce position peaked at $2.28M in Q2 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Steinberg Asset Management's 13F filing for Q1 2026, filed 11 May 2026.