William Blair & Company
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William Blair & Company’s Salesforce CRM Stock Holding History

William Blair & Company’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
2017
Q2 		– Sell
-1,500
Closed -$124K – 1633
2017
Q1 		$124K Buy
1,500
+1,100
+275% +$87.9K ﹤0.01% 1278
2016
Q4 		$27K Buy
+400
New +$29K ﹤0.01% 1291

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

William Blair & Company's CRM Position: Q1 2026 in Review

William Blair & Company reduced its Salesforce (CRM) stake by 30% in Q1 2026, selling an estimated $33.8M and leaving 389,008 shares worth $72.6M. The position accounts for 0.21% of the portfolio, ranked #108.

William Blair & Company first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $299M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • William Blair & Company held 389,008 shares of Salesforce worth $72.6M as of Q1 2026.
  • William Blair & Company sold 163,078 Salesforce shares in Q1 2026, an estimated $33.8M.
  • Salesforce made up 0.21% of William Blair & Company's portfolio in Q1 2026, its #108 holding.
  • William Blair & Company first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's Salesforce position peaked at $299M in Q3 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.