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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
2018
Q2 		– Sell
-500,000
Closed -$58.1M – 212
2018
Q1 		$58.1M Buy
+500,000
New +$57.4M 4.68% 4

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

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.