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Strategic Blueprint’s Salesforce CRM Stock Holding History

Strategic Blueprint’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 		$412K Buy
2,206
+320
+17% +$66.3K 0.02% 451
2025
Q4 		$500K Sell
1,886
-3,680
-66% -$915K 0.03% 404
2025
Q3 		$1.32M Sell
5,566
-19,262
-78% -$4.86M 0.06% 285
2025
Q2 		$6.77M Buy
24,828
+1,000
+4% +$267K 0.33% 80
2025
Q1 		$6.39M Buy
23,828
+3,437
+17% +$1.07M 0.35% 73
2024
Q4 		$6.82M Buy
20,391
+1,949
+11% +$622K 0.41% 59
2024
Q3 		$5.05M Sell
18,442
-4,225
-19% -$1.08M 0.31% 79
2024
Q2 		$5.83M Buy
22,667
+312
+1% +$83.5K 0.4% 60
2024
Q1 		$6.73M Sell
22,355
-352
-2% -$102K 0.48% 52
2023
Q4 		$5.98M Buy
22,707
+478
+2% +$108K 0.49% 46
2023
Q3 		$4.51M Buy
22,229
+6,017
+37% +$1.3M 0.42% 55
2023
Q2 		$3.42M Buy
16,212
+10,910
+206% +$2.23M 0.33% 70
2023
Q1 		$1.06M Buy
5,302
+34
+0.6% +$5.74K 0.11% 178
2022
Q4 		$698K Buy
5,268
+874
+20% +$128K 0.08% 238
2022
Q3 		$632K Sell
4,394
-235
-5% -$39.8K 0.08% 246
2022
Q2 		$764K Sell
4,629
-570
-11% -$101K 0.09% 209
2022
Q1 		$1.1M Buy
5,199
+267
+5% +$57.5K 0.13% 166
2021
Q4 		$1.25M Buy
4,932
+1,028
+26% +$289K 0.16% 146
2021
Q3 		$1.06M Buy
3,904
+722
+23% +$183K 0.16% 135
2021
Q2 		$777K Buy
3,182
+2,128
+202% +$490K 0.12% 167
2021
Q1 		$223K Buy
+1,054
New +$235K 0.05% 276
2020
Q4 		– Sell
-1,794
Closed -$451K – 241
2020
Q3 		$451K Buy
+1,794
New +$393K 0.14% 128
2019
Q4 		– Sell
-202
Closed -$30K – 158
2019
Q3 		$30K Buy
+202
New +$30.7K 0.02% 189

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

Strategic Blueprint's CRM Position: Q1 2026 in Review

Strategic Blueprint increased its Salesforce (CRM) stake by 17% in Q1 2026, buying an estimated $66.3K and bringing the position to 2,206 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #451.

Strategic Blueprint first reported a position in CRM in Q3 2019 and has held it in 23 quarters since. The position peaked at $6.82M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Strategic Blueprint held 2,206 shares of Salesforce worth $412K as of Q1 2026.
  • Strategic Blueprint bought 320 Salesforce shares in Q1 2026, an estimated $66.3K.
  • Salesforce made up 0.02% of Strategic Blueprint's portfolio in Q1 2026, its #451 holding.
  • Strategic Blueprint first reported a position in Salesforce in Q3 2019 and has held it in 23 quarters since.
  • Strategic Blueprint's Salesforce position peaked at $6.82M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.