VA
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Vident Advisory’s Salesforce CRM Stock Holding History

Vident Advisory’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 		$27.6M Buy
147,685
+29,226
+25% +$6.06M 0.23% 81
2025
Q4 		$31.4M Buy
118,459
+18,408
+18% +$4.57M 0.29% 75
2025
Q3 		$23.7M Sell
100,051
-84,431
-46% -$21.3M 0.23% 97
2025
Q2 		$50.3M Buy
184,482
+16,383
+10% +$4.38M 0.56% 32
2025
Q1 		$45.1M Buy
168,099
+45,672
+37% +$14.2M 0.66% 28
2024
Q4 		$40.9M Buy
122,427
+5,535
+5% +$1.77M 0.72% 25
2024
Q3 		$32M Sell
116,892
-8,518
-7% -$2.18M 0.81% 20
2024
Q2 		$32.2M Buy
125,410
+54,123
+76% +$14.5M 0.89% 14
2024
Q1 		$21.5M Buy
71,287
+53,393
+298% +$15.4M 0.45% 45
2023
Q4 		$4.71M Buy
17,894
+6,033
+51% +$1.37M 0.12% 191
2023
Q3 		$2.41M Buy
+11,861
New +$2.56M 0.07% 278

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

Vident Advisory's CRM Position: Q1 2026 in Review

Vident Advisory increased its Salesforce (CRM) stake by 25% in Q1 2026, buying an estimated $6.06M and bringing the position to 147,685 shares worth $27.6M. The position accounts for 0.23% of the portfolio, ranked #81.

Vident Advisory first reported a position in CRM in Q3 2023 and has held it in 11 quarters since. The position peaked at $50.3M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Vident Advisory held 147,685 shares of Salesforce worth $27.6M as of Q1 2026.
  • Vident Advisory bought 29,226 Salesforce shares in Q1 2026, an estimated $6.06M.
  • Salesforce made up 0.23% of Vident Advisory's portfolio in Q1 2026, its #81 holding.
  • Vident Advisory first reported a position in Salesforce in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's Salesforce position peaked at $50.3M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.