VA
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Verdad Advisers’s Salesforce CRM Stock Holding History

Verdad Advisers’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
-1,514
Closed -$401K – 197
2025
Q4 		$401K Buy
+1,514
New +$376K 0.46% 66
2024
Q3 		$449K Buy
+1,642
New +$421K 0.6% 68
2024
Q2 		– Sell
-5,125
Closed -$1.54M – 122
2024
Q1 		$1.54M Buy
+5,125
New +$1.48M 1.68% 10

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

Verdad Advisers's CRM Position: Q1 2026 in Review

Verdad Advisers sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,514 shares — an estimated $401K sold.

Verdad Advisers first reported a position in CRM in Q1 2024 and held it in 3 quarters. The position peaked at $1.54M in Q1 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Verdad Advisers reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Verdad Advisers sold 1,514 Salesforce shares in Q1 2026, an estimated $401K.
  • Verdad Advisers first reported a position in Salesforce in Q1 2024 and held it in 3 quarters.
  • Verdad Advisers's Salesforce position peaked at $1.54M in Q1 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Verdad Advisers's 13F filing for Q1 2026, filed 15 May 2026.