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Stokes Family Office’s Salesforce CRM Stock Holding History

Stokes Family Office’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 		$286K Sell
1,532
-317
-17% -$65.7K 0.03% 237
2025
Q4 		$490K Buy
1,849
+171
+10% +$42.5K 0.04% 196
2025
Q3 		$398K Sell
1,678
-13
-0.8% -$3.28K 0.04% 200
2025
Q2 		$461K Buy
1,691
+1
+0.1% +$267 0.05% 172
2025
Q1 		$453K Buy
1,690
+30
+2% +$9.33K 0.05% 168
2024
Q4 		$555K Sell
1,660
-76
-4% -$24.3K 0.06% 149
2024
Q3 		$475K Hold
1,736
– – 0.05% 157
2024
Q2 		$446K Buy
1,736
+394
+29% +$105K 0.05% 158
2024
Q1 		$404K Hold
1,342
– – 0.05% 163
2023
Q4 		$353K Sell
1,342
-761
-36% -$172K 0.05% 161
2023
Q3 		$426K Sell
2,103
-56
-3% -$12.1K 0.05% 199
2023
Q2 		$456K Sell
2,159
-78
-3% -$15.9K 0.05% 190
2023
Q1 		$447K Sell
2,237
-606
-21% -$102K 0.06% 181
2022
Q4 		$377K Sell
2,843
-1,913
-40% -$279K 0.05% 191
2022
Q3 		$684K Sell
4,756
-607
-11% -$103K 0.1% 129
2022
Q2 		$885K Buy
5,363
+62
+1% +$11K 0.12% 117
2022
Q1 		$1.13M Buy
5,301
+558
+12% +$120K 0.15% 92
2021
Q4 		$1.21M Sell
4,743
-16
-0.3% -$4.5K 0.15% 88
2021
Q3 		$1.29M Buy
4,759
+124
+3% +$31.5K 0.18% 87
2021
Q2 		$1.13M Buy
4,635
+2,147
+86% +$495K 0.16% 86
2021
Q1 		$567K Buy
+2,488
New +$554K 0.09% 124

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

Stokes Family Office's CRM Position: Q1 2026 in Review

Stokes Family Office reduced its Salesforce (CRM) stake by 17% in Q1 2026, selling an estimated $65.7K and leaving 1,532 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #237.

Stokes Family Office first reported a position in CRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.29M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Stokes Family Office held 1,532 shares of Salesforce worth $286K as of Q1 2026.
  • Stokes Family Office sold 317 Salesforce shares in Q1 2026, an estimated $65.7K.
  • Salesforce made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #237 holding.
  • Stokes Family Office first reported a position in Salesforce in Q1 2021 and has held it in 21 quarters since.
  • Stokes Family Office's Salesforce position peaked at $1.29M in Q3 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.