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Vanguard Personalized Indexing Management’s Salesforce CRM Stock Holding History

Vanguard Personalized Indexing 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 		$23.1M Buy
123,672
+6,892
+6% +$1.43M 0.23% 65
2025
Q4 		$30.9M Buy
116,780
+4,788
+4% +$1.19M 0.3% 50
2025
Q3 		$26.5M Sell
111,992
-8,050
-7% -$2.03M 0.27% 54
2025
Q2 		$32.7M Buy
120,042
+17,204
+17% +$4.6M 0.37% 34
2025
Q1 		$27.6M Buy
102,838
+4,529
+5% +$1.41M 0.41% 32
2024
Q4 		$32.9M Buy
98,309
+8,637
+10% +$2.76M 0.5% 24
2024
Q3 		$24.5M Buy
89,672
+11,958
+15% +$3.06M 0.4% 31
2024
Q2 		$19.5M Sell
77,714
-1,651
-2% -$442K 0.37% 33
2024
Q1 		$23.9M Buy
79,365
+8,332
+12% +$2.4M 0.51% 25
2023
Q4 		$18.7M Buy
71,033
+4,010
+6% +$908K 0.48% 24
2023
Q3 		$13.6M Buy
67,023
+2,742
+4% +$592K 0.41% 34
2023
Q2 		$13.6M Buy
64,281
+4,017
+7% +$820K 0.42% 35
2023
Q1 		$12M Buy
60,264
+22,786
+61% +$3.85M 0.42% 35
2022
Q4 		$4.97M Sell
37,478
-20,026
-35% -$2.92M 0.21% 90
2022
Q3 		$8.27M Buy
57,504
+1,645
+3% +$279K 0.37% 39
2022
Q2 		$9.22M Buy
55,859
+26,342
+89% +$4.65M 0.43% 34
2022
Q1 		$6.27M Buy
29,517
+1,401
+5% +$302K 0.3% 52
2021
Q4 		$7.14M Buy
28,116
+8,399
+43% +$2.36M 0.42% 34
2021
Q3 		$5.35M Buy
19,717
+3,163
+19% +$803K 0.48% 29
2021
Q2 		$4.04M Buy
16,554
+7,065
+74% +$1.63M 0.42% 31
2021
Q1 		$2.01M Buy
9,489
+769
+9% +$171K 0.3% 65
2020
Q4 		$1.94M Buy
8,720
+1,191
+16% +$290K 0.42% 44
2020
Q3 		$1.89M Buy
7,529
+2,663
+55% +$583K 0.53% 39
2020
Q2 		$912K Buy
4,866
+1,960
+67% +$330K 0.41% 51
2020
Q1 		$418K Buy
+2,906
New +$498K 0.24% 111

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

Vanguard Personalized Indexing Management's CRM Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Salesforce (CRM) stake by 5.9% in Q1 2026, buying an estimated $1.43M and bringing the position to 123,672 shares worth $23.1M. The position accounts for 0.23% of the portfolio, ranked #65.

Vanguard Personalized Indexing Management first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $32.9M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Vanguard Personalized Indexing Management held 123,672 shares of Salesforce worth $23.1M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 6,892 Salesforce shares in Q1 2026, an estimated $1.43M.
  • Salesforce made up 0.23% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #65 holding.
  • Vanguard Personalized Indexing Management first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • Vanguard Personalized Indexing Management's Salesforce position peaked at $32.9M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.