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Steward Partners Investment Advisory’s Salesforce CRM Stock Holding History

Steward Partners Investment Advisory’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 		$35.7M Buy
191,446
+37,656
+24% +$7.8M 0.18% 106
2025
Q4 		$40.7M Buy
153,790
+8,009
+5% +$1.99M 0.22% 89
2025
Q3 		$34.6M Buy
145,781
+13,431
+10% +$3.39M 0.2% 95
2025
Q2 		$36.1M Buy
132,350
+1,828
+1% +$489K 0.28% 66
2025
Q1 		$35M Buy
130,522
+4,952
+4% +$1.54M 0.31% 63
2024
Q4 		$42M Buy
125,570
+4,023
+3% +$1.28M 0.37% 50
2024
Q3 		$33.3M Buy
121,547
+2,319
+2% +$594K 0.31% 65
2024
Q2 		$30.7M Sell
119,228
-4,346
-4% -$1.16M 0.32% 58
2024
Q1 		$37.2M Buy
123,574
+17,349
+16% +$5.01M 0.41% 53
2023
Q4 		$28M Buy
106,225
+1,639
+2% +$371K 0.38% 56
2023
Q3 		$21.2M Buy
104,586
+3,654
+4% +$789K 0.33% 65
2023
Q2 		$21.3M Buy
100,932
+3,973
+4% +$811K 0.32% 65
2023
Q1 		$19.4M Buy
96,959
+8,263
+9% +$1.4M 0.31% 73
2022
Q4 		$11.8M Sell
88,696
-9,618
-10% -$1.4M 0.2% 127
2022
Q3 		$14.1M Sell
98,314
-567
-0.6% -$96.1K 0.26% 86
2022
Q2 		$16.3M Sell
98,881
-29,026
-23% -$5.13M 0.3% 77
2022
Q1 		$27.2M Buy
127,907
+2,520
+2% +$542K 0.42% 45
2021
Q4 		$31.9M Buy
125,387
+10,647
+9% +$2.99M 0.48% 36
2021
Q3 		$31.1M Buy
114,740
+14,459
+14% +$3.67M 0.53% 32
2021
Q2 		$24.5M Sell
100,281
-1,719
-2% -$396K 0.41% 40
2021
Q1 		$21.6M Sell
102,000
-16,095
-14% -$3.58M 0.38% 57
2020
Q4 		$26.3M Buy
118,095
+3,568
+3% +$868K 0.57% 32
2020
Q3 		$28.8M Sell
114,527
-1,459
-1% -$319K 0.73% 20
2020
Q2 		$21.7M Buy
115,986
+24,773
+27% +$4.17M 0.62% 28
2020
Q1 		$13.1M Buy
91,213
+21,106
+30% +$3.62M 0.48% 45
2019
Q4 		$11.4M Buy
70,107
+5,410
+8% +$848K 0.34% 68
2019
Q3 		$9.6M Sell
64,697
-14,813
-19% -$2.25M 0.32% 72
2019
Q2 		$12.1M Buy
79,510
+7,600
+11% +$1.19M 0.44% 53
2019
Q1 		$11.4M Buy
71,910
+4,505
+7% +$698K 0.48% 49
2018
Q4 		$9.23M Buy
67,405
+29,384
+77% +$4.04M 0.45% 54
2018
Q3 		$6.05M Buy
38,021
+13,587
+56% +$2.02M 0.29% 85
2018
Q2 		$3.33M Buy
24,434
+1,478
+6% +$189K 0.2% 118
2018
Q1 		$2.67M Buy
22,956
+1,322
+6% +$152K 0.18% 127
2017
Q4 		$2.21M Buy
21,634
+12,821
+145% +$1.31M 0.17% 139
2017
Q3 		$823K Buy
8,813
+2,201
+33% +$202K 0.08% 212
2017
Q2 		$572K Buy
6,612
+1,211
+22% +$105K 0.06% 250
2017
Q1 		$445K Buy
5,401
+2,513
+87% +$201K 0.07% 206
2016
Q4 		$197K Buy
+2,888
New +$210K 0.09% 185

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

Steward Partners Investment Advisory's CRM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Salesforce (CRM) stake by 24% in Q1 2026, buying an estimated $7.8M and bringing the position to 191,446 shares worth $35.7M. The position accounts for 0.18% of the portfolio, ranked #106.

Steward Partners Investment Advisory first reported a position in CRM in Q4 2016 and has held it in 38 quarters since. The position peaked at $42M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Steward Partners Investment Advisory held 191,446 shares of Salesforce worth $35.7M as of Q1 2026.
  • Steward Partners Investment Advisory bought 37,656 Salesforce shares in Q1 2026, an estimated $7.8M.
  • Salesforce made up 0.18% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #106 holding.
  • Steward Partners Investment Advisory first reported a position in Salesforce in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Salesforce position peaked at $42M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.