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Wright Investors Service’s Salesforce CRM Stock Holding History

Wright Investors Service’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 		$2.27M Buy
12,136
+5,950
+96% +$1.23M 0.71% 36
2025
Q4 		$1.64M Buy
6,186
+47
+0.8% +$11.7K 0.49% 54
2025
Q3 		$1.45M Buy
6,139
+1,848
+43% +$466K 0.42% 63
2025
Q2 		$1.17M Sell
4,291
-10,499
-71% -$2.81M 0.35% 71
2025
Q1 		$3.97M Buy
14,790
+4,461
+43% +$1.39M 1.31% 23
2024
Q4 		$3.45M Sell
10,329
-1,367
-12% -$436K 1.12% 25
2024
Q3 		$3.2M Buy
11,696
+343
+3% +$87.9K 0.84% 33
2024
Q2 		$2.92M Buy
11,353
+5,139
+83% +$1.38M 0.77% 39
2024
Q1 		$1.87M Buy
+6,214
New +$1.79M 0.47% 66
2023
Q4 		– Sell
-1,270
Closed -$258K – 146
2023
Q3 		$258K Sell
1,270
-3,120
-71% -$674K 0.07% 141
2023
Q2 		$927K Sell
4,390
-284
-6% -$58K 0.26% 99
2023
Q1 		$934K Buy
+4,674
New +$789K 0.27% 97

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

Wright Investors Service's CRM Position: Q1 2026 in Review

Wright Investors Service increased its Salesforce (CRM) stake by 96% in Q1 2026, buying an estimated $1.23M and bringing the position to 12,136 shares worth $2.27M. The position accounts for 0.71% of the portfolio, ranked #36.

Wright Investors Service first reported a position in CRM in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.97M in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Wright Investors Service held 12,136 shares of Salesforce worth $2.27M as of Q1 2026.
  • Wright Investors Service bought 5,950 Salesforce shares in Q1 2026, an estimated $1.23M.
  • Salesforce made up 0.71% of Wright Investors Service's portfolio in Q1 2026, its #36 holding.
  • Wright Investors Service first reported a position in Salesforce in Q1 2023 and has held it in 12 quarters since.
  • Wright Investors Service's Salesforce position peaked at $3.97M in Q1 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.