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Verum Partners’s Salesforce CRM Stock Holding History

Verum Partners’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
-757
Closed -$201K – 177
2025
Q4 		$201K Buy
+757
New +$188K 0.04% 162
2025
Q1 		– Sell
-695
Closed -$232K – 162
2024
Q4 		$232K Buy
+695
New +$222K 0.07% 147
2023
Q3 		– Sell
-995
Closed -$210K – 138
2023
Q2 		$210K Buy
+995
New +$203K 0.19% 100

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

Verum Partners's CRM Position: Q1 2026 in Review

Verum Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 757 shares — an estimated $201K sold.

Verum Partners first reported a position in CRM in Q2 2023 and held it in 3 quarters. The position peaked at $232K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Verum Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Verum Partners sold 757 Salesforce shares in Q1 2026, an estimated $201K.
  • Verum Partners first reported a position in Salesforce in Q2 2023 and held it in 3 quarters.
  • Verum Partners's Salesforce position peaked at $232K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.