Stifel Financial’s Salesforce CRM Stock Holding History

Stifel Financial’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	$190M	Sell	1,019,541 -88,397	-8%	-$18.3M	0.18%	142
2025 Q4	$294M	Buy	1,107,938 +8,712	+0.8%	+$2.16M	0.26%	81
2025 Q3	$261M	Sell	1,099,226 -195,300	-15%	-$49.3M	0.24%	89
2025 Q2	$353M	Sell	1,294,526 -20,962	-2%	-$5.6M	0.34%	68
2025 Q1	$353M	Buy	1,315,488 +70,105	+6%	+$21.8M	0.38%	62
2024 Q4	$416M	Buy	1,245,383 +46,498	+4%	+$14.8M	0.43%	55
2024 Q3	$328M	Sell	1,198,885 -30,187	-2%	-$7.73M	0.34%	72
2024 Q2	$316M	Sell	1,229,072 -126,101	-9%	-$33.7M	0.36%	68
2024 Q1	$408M	Sell	1,355,173 -5,528	-0.4%	-$1.6M	0.47%	50
2023 Q4	$358M	Sell	1,360,701 -753	-0.1%	-$170K	0.45%	53
2023 Q3	$276M	Sell	1,361,454 -4,837	-0.4%	-$1.05M	0.39%	66
2023 Q2	$289M	Buy	1,366,291 +32,012	+2%	+$6.53M	0.4%	65
2023 Q1	$267M	Buy	1,334,279 +52,511	+4%	+$8.87M	0.38%	65
2022 Q4	$170M	Sell	1,281,768 -149,200	-10%	-$21.8M	0.26%	86
2022 Q3	$206M	Buy	1,430,968 +12,112	+0.9%	+$2.05M	0.34%	71
2022 Q2	$234M	Sell	1,418,856 -92,035	-6%	-$16.3M	0.37%	64
2022 Q1	$321M	Buy	1,510,891 +31,772	+2%	+$6.84M	0.44%	54
2021 Q4	$376M	Buy	1,479,119 +64,538	+5%	+$18.1M	0.5%	42
2021 Q3	$384M	Buy	1,414,581 +4,462	+0.3%	+$1.13M	0.56%	37
2021 Q2	$344M	Buy	1,410,119 +97,731	+7%	+$22.5M	0.52%	43
2021 Q1	$278M	Buy	1,312,388 +51,017	+4%	+$11.4M	0.46%	51
2020 Q4	$281M	Buy	1,261,371 +39,036	+3%	+$9.49M	0.5%	46
2020 Q3	$307M	Buy	1,222,335 +22,816	+2%	+$4.99M	0.63%	30
2020 Q2	$225M	Buy	1,199,519 +154,617	+15%	+$26.1M	0.52%	44
2020 Q1	$150M	Sell	1,044,902 -101,419	-9%	-$17.4M	0.42%	65
2019 Q4	$186M	Buy	1,146,321 +230,756	+25%	+$36.2M	0.39%	64
2019 Q3	$136M	Sell	915,565 -47,689	-5%	-$7.25M	0.35%	64
2019 Q2	$146M	Buy	963,254 +113,423	+13%	+$17.8M	0.38%	56
2019 Q1	$135M	Buy	849,831 +53,063	+7%	+$8.22M	0.38%	58
2018 Q4	$109M	Buy	796,768 +50,715	+7%	+$6.98M	0.35%	61
2018 Q3	$119M	Buy	746,053 +21,266	+3%	+$3.16M	0.34%	64
2018 Q2	$98.9M	Buy	724,787 +80,441	+12%	+$10.3M	0.3%	77
2018 Q1	$75M	Buy	644,346 +25,374	+4%	+$2.91M	0.24%	99
2017 Q4	$63.3M	Buy	618,972 +52,964	+9%	+$5.4M	0.2%	124
2017 Q3	$52.8M	Buy	566,008 +281,472	+99%	+$25.9M	0.18%	134
2017 Q2	$24.6M	Buy	284,536 +99,002	+53%	+$8.62M	0.09%	232
2017 Q1	$15.3M	Buy	185,534 +7,880	+4%	+$629K	0.06%	323
2016 Q4	$12.2M	Buy	177,654 +23,601	+15%	+$1.71M	0.05%	360
2016 Q3	$11M	Buy	154,053 +13,224	+9%	+$1.03M	0.05%	352
2016 Q2	$11.2M	Sell	140,829 -1,335	-0.9%	-$105K	0.05%	335
2016 Q1	$10.5M	Sell	142,164 -222,511	-61%	-$15.3M	0.06%	325
2015 Q4	$28.6M	Buy	364,675 +7,894	+2%	+$616K	0.15%	153
2015 Q3	$24.8M	Buy	356,781 +54,327	+18%	+$3.85M	0.14%	172
2015 Q2	$21.1M	Buy	302,454 +10,903	+4%	+$776K	0.11%	210
2015 Q1	$19.5M	Buy	291,551 +1,317	+0.5%	+$81.7K	0.11%	233
2014 Q4	$17.2M	Buy	290,234 +12,280	+4%	+$724K	0.1%	268
2014 Q3	$16M	Sell	277,954 -151	-0.1%	-$8.5K	0.14%	179
2014 Q2	$16.2M	Buy	278,105 +48,653	+21%	+$2.63M	0.15%	177
2014 Q1	$13.1M	Buy	+229,452	New	+$13.7M	0.13%	218

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

Stifel Financial's CRM Position: Q1 2026 in Review

Stifel Financial reduced its Salesforce (CRM) stake by 8% in Q1 2026, selling an estimated $18.3M and leaving 1,019,541 shares worth $190M. The position accounts for 0.18% of the portfolio, ranked #142.

Stifel Financial first reported a position in CRM in Q1 2014 and has held it in 49 quarters since. The position peaked at $416M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Stifel Financial held 1,019,541 shares of Salesforce worth $190M as of Q1 2026.
Stifel Financial sold 88,397 Salesforce shares in Q1 2026, an estimated $18.3M.
Salesforce made up 0.18% of Stifel Financial's portfolio in Q1 2026, its #142 holding.
Stifel Financial first reported a position in Salesforce in Q1 2014 and has held it in 49 quarters since.
Stifel Financial's Salesforce position peaked at $416M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.