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Vickerman Investment Advisors’s Salesforce CRM Stock Holding History

Vickerman Investment Advisors’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 		$3.37M Sell
18,032
-70
-0.4% -$14.5K 0.71% 39
2025
Q4 		$4.8M Sell
18,102
-109
-0.6% -$27.1K 0.96% 25
2025
Q3 		$4.32M Buy
18,211
+2,413
+15% +$609K 0.87% 32
2025
Q2 		$4.31M Buy
15,798
+778
+5% +$208K 0.93% 30
2025
Q1 		$4.03M Buy
15,020
+1,472
+11% +$458K 0.91% 26
2024
Q4 		$4.53M Sell
13,548
-2,284
-14% -$729K 1.23% 22
2024
Q3 		$4.33M Buy
15,832
+241
+2% +$61.7K 1.27% 23
2024
Q2 		$4.01M Buy
15,591
+211
+1% +$56.5K 1.29% 24
2024
Q1 		$4.63M Sell
15,380
-505
-3% -$146K 1.49% 16
2023
Q4 		$4.18M Sell
15,885
-1,326
-8% -$300K 1.43% 17
2023
Q3 		$3.49M Sell
17,211
-500
-3% -$108K 1.42% 20
2023
Q2 		$3.74M Sell
17,711
-178
-1% -$36.3K 1.46% 19
2023
Q1 		$3.57M Buy
17,889
+11
+0.1% +$1.86K 1.41% 19
2022
Q4 		$2.37M Buy
17,878
+3,782
+27% +$552K 1.08% 38
2022
Q3 		$2.03M Buy
14,096
+2,254
+19% +$382K 0.98% 40
2022
Q2 		$1.95M Buy
11,842
+4,743
+67% +$838K 0.92% 41
2022
Q1 		$1.21M Buy
+7,099
New +$1.53M 0.53% 49

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

Vickerman Investment Advisors's CRM Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its Salesforce (CRM) stake by 0.39% in Q1 2026, selling an estimated $14.5K and leaving 18,032 shares worth $3.37M. The position accounts for 0.71% of the portfolio, ranked #39.

Vickerman Investment Advisors first reported a position in CRM in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.8M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Vickerman Investment Advisors held 18,032 shares of Salesforce worth $3.37M as of Q1 2026.
  • Vickerman Investment Advisors sold 70 Salesforce shares in Q1 2026, an estimated $14.5K.
  • Salesforce made up 0.71% of Vickerman Investment Advisors's portfolio in Q1 2026, its #39 holding.
  • Vickerman Investment Advisors first reported a position in Salesforce in Q1 2022 and has held it in 17 quarters since.
  • Vickerman Investment Advisors's Salesforce position peaked at $4.8M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.