VAM
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Verity Asset Management’s Salesforce CRM Stock Holding History

Verity 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 		$268K Buy
1,436
+422
+42% +$87.4K 0.11% 186
2025
Q4 		$269K Buy
+1,014
New +$252K 0.12% 198

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

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

Verity Asset Management increased its Salesforce (CRM) stake by 42% in Q1 2026, buying an estimated $87.4K and bringing the position to 1,436 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #186.

Verity Asset Management first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $269K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Verity Asset Management held 1,436 shares of Salesforce worth $268K as of Q1 2026.
  • Verity Asset Management bought 422 Salesforce shares in Q1 2026, an estimated $87.4K.
  • Salesforce made up 0.11% of Verity Asset Management's portfolio in Q1 2026, its #186 holding.
  • Verity Asset Management first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • Verity Asset Management's Salesforce position peaked at $269K in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.