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Summit Asset Management’s Salesforce CRM Stock Holding History

Summit 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 		– Sell
-1,211
Closed -$321K – 174
2025
Q4 		$321K Buy
1,211
+324
+37% +$80.5K 0.05% 137
2025
Q3 		$210K Hold
887
– – 0.03% 164
2025
Q2 		$242K Buy
887
+81
+10% +$21.7K 0.04% 148
2025
Q1 		$216K Buy
806
+20
+3% +$6.22K 0.04% 154
2024
Q4 		$263K Sell
786
-20
-2% -$6.38K 0.05% 141
2024
Q3 		$221K Buy
+806
New +$206K 0.04% 157
2024
Q2 		– Sell
-729
Closed -$220K – 157
2024
Q1 		$220K Buy
+729
New +$210K 0.05% 149

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Summit Asset Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,211 shares — an estimated $321K sold.

Summit Asset Management first reported a position in CRM in Q1 2024 and held it in 7 quarters. The position peaked at $321K in Q4 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Summit Asset Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Summit Asset Management sold 1,211 Salesforce shares in Q1 2026, an estimated $321K.
  • Summit Asset Management first reported a position in Salesforce in Q1 2024 and held it in 7 quarters.
  • Summit Asset Management's Salesforce position peaked at $321K in Q4 2025.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.