Weiss Asset Management’s Salesforce CRM Stock Holding History

Weiss 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	$235K	Buy	+1,260	New	+$261K	﹤0.01%	447
2025 Q4	–	Sell	-3,566	Closed	-$845K	–	650
2025 Q3	$845K	Sell	3,566 -124,167	-97%	-$31.3M	0.01%	375
2025 Q2	$34.8M	Buy	+127,733	New	+$34.1M	0.4%	41
2025 Q1	–	Sell	-10,457	Closed	-$3.5M	–	389
2024 Q4	$3.5M	Sell	10,457 -679	-6%	-$217K	0.07%	252
2024 Q3	$3.05M	Buy	+11,136	New	+$2.85M	0.07%	266
2024 Q1	–	Sell	-6,878	Closed	-$1.81M	–	354
2023 Q4	$1.81M	Buy	+6,878	New	+$1.56M	0.09%	118
2022 Q2	–	Sell	-4,372	Closed	-$928K	–	681
2022 Q1	$928K	Buy	+4,372	New	+$941K	0.02%	571
2020 Q1	–	Sell	-1,527	Closed	-$248K	–	234
2019 Q4	$248K	Sell	1,527 -238	-13%	-$37.3K	0.02%	201
2019 Q3	$262K	Buy	+1,765	New	+$268K	0.02%	227
2018 Q2	–	Sell	-720,248	Closed	-$83.8M	–	211
2018 Q1	$83.8M	Buy	720,248 +713,790	+11,053%	+$82M	6.74%	3
2017 Q4	$660K	Buy	+6,458	New	+$658K	0.06%	103

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Weiss Asset Management opened a new position in Salesforce (CRM) in Q1 2026: 1,260 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: Weiss Asset Management previously reported a position in CRM as recently as Q3 2025.

Weiss Asset Management first reported a position in CRM in Q4 2017 and has held it in 11 quarters since. The position peaked at $83.8M in Q1 2018. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Weiss Asset Management held 1,260 shares of Salesforce worth $235K as of Q1 2026.
Salesforce was a new Weiss Asset Management position in Q1 2026.
Salesforce made up ﹤0.01% of Weiss Asset Management's portfolio in Q1 2026, its #447 holding.
Weiss Asset Management first reported a position in Salesforce in Q4 2017 and has held it in 11 quarters since.
Weiss Asset Management's Salesforce position peaked at $83.8M in Q1 2018.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.