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Ted Buchan & Co’s Salesforce CRM Stock Holding History

Ted Buchan & Co’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
-5,031
Closed -$1.33M – 91
2025
Q4 		$1.33M Buy
5,031
+179
+4% +$44.5K 0.49% 45
2025
Q3 		$1.15M Buy
4,852
+26
+0.5% +$6.56K 0.45% 50
2025
Q2 		$1.32M Buy
4,826
+827
+21% +$221K 0.52% 39
2025
Q1 		$1.07M Buy
3,999
+3
+0.1% +$933 0.51% 40
2024
Q4 		$1.34M Buy
3,996
+153
+4% +$48.8K 0.63% 34
2024
Q3 		$1.05M Buy
3,843
+455
+13% +$117K 0.5% 41
2024
Q2 		$871K Buy
3,388
+2,251
+198% +$602K 0.47% 40
2024
Q1 		$342K Buy
+1,137
New +$328K 0.21% 68

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

Ted Buchan & Co's CRM Position: Q1 2026 in Review

Ted Buchan & Co sold out of Salesforce (CRM) in Q1 2026, closing a stake of 5,031 shares — an estimated $1.33M sold.

Ted Buchan & Co first reported a position in CRM in Q1 2024 and held it in 8 quarters. The position peaked at $1.34M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Ted Buchan & Co reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Ted Buchan & Co sold 5,031 Salesforce shares in Q1 2026, an estimated $1.33M.
  • Ted Buchan & Co first reported a position in Salesforce in Q1 2024 and held it in 8 quarters.
  • Ted Buchan & Co's Salesforce position peaked at $1.34M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.