Tufton Capital Management’s Salesforce CRM Stock Holding History

Tufton Capital 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	-760	Closed	-$201K	–	126
2025 Q4	$201K	Buy	+760	New	+$189K	0.04%	120
2025 Q3	–	Sell	-760	Closed	-$207K	–	119
2025 Q2	$207K	Sell	760 -15	-2%	-$4.01K	0.04%	115
2025 Q1	$208K	Hold	775	–	–	0.04%	117
2024 Q4	$259K	Hold	775	–	–	0.05%	112
2024 Q3	$212K	Buy	+775	New	+$199K	0.04%	117
2024 Q2	–	Sell	-758	Closed	-$228K	–	120
2024 Q1	$228K	Buy	+758	New	+$219K	0.04%	116
2023 Q2	–	Sell	-1,450	Closed	-$290K	–	121
2023 Q1	$290K	Buy	+1,450	New	+$245K	0.06%	107
2022 Q2	–	Sell	-1,150	Closed	-$244K	–	114
2022 Q1	$244K	Hold	1,150	–	–	0.04%	117
2021 Q4	$292K	Sell	1,150 -100	-8%	-$28.1K	0.04%	118
2021 Q3	$339K	Buy	1,250 +125	+11%	+$31.7K	0.06%	107
2021 Q2	$274K	Buy	1,125 +65	+6%	+$15K	0.05%	111
2021 Q1	$224K	Buy	+1,060	New	+$236K	0.04%	119

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

Tufton Capital Management's CRM Position: Q1 2026 in Review

Tufton Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 760 shares — an estimated $201K sold.

Tufton Capital Management first reported a position in CRM in Q1 2021 and held it in 12 quarters. The position peaked at $339K in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Tufton Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Tufton Capital Management sold 760 Salesforce shares in Q1 2026, an estimated $201K.
Tufton Capital Management first reported a position in Salesforce in Q1 2021 and held it in 12 quarters.
Tufton Capital Management's Salesforce position peaked at $339K in Q3 2021.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Tufton Capital Management's 13F filing for Q1 2026, filed 12 May 2026.