YDMI
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Y.D. More Investments’s Salesforce CRM Stock Holding History

Y.D. More Investments’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 		$809K Sell
4,333
-4,522
-51% -$937K 0.03% 120
2025
Q4 		$2.35M Sell
8,855
-3,372
-28% -$838K 0.11% 77
2025
Q3 		$2.9M Buy
12,227
+133
+1% +$33.5K 0.16% 68
2025
Q2 		$3.3M Sell
12,094
-2,589
-18% -$692K 0.23% 62
2025
Q1 		$3.94M Sell
14,683
-4,300
-23% -$1.34M 0.34% 46
2024
Q4 		$6.35M Buy
18,983
+850
+5% +$271K 0.57% 33
2024
Q3 		$4.96M Sell
18,133
-2,272
-11% -$582K 0.52% 40
2024
Q2 		$5.25M Sell
20,405
-4,546
-18% -$1.22M 0.54% 39
2024
Q1 		$7.51M Sell
24,951
-1,238
-5% -$357K 1.33% 18
2023
Q4 		$6.89M Sell
26,189
-1,026
-4% -$232K 1.32% 20
2023
Q3 		$5.52M Buy
27,215
+7,370
+37% +$1.59M 1.06% 25
2023
Q2 		$4.19M Buy
19,845
+4,538
+30% +$926K 0.97% 24
2023
Q1 		$3.06M Buy
15,307
+1,570
+11% +$265K 0.69% 26
2022
Q4 		$1.82M Buy
+13,737
New +$2M 0.44% 39

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

Y.D. More Investments's CRM Position: Q1 2026 in Review

Y.D. More Investments reduced its Salesforce (CRM) stake by 51% in Q1 2026, selling an estimated $937K and leaving 4,333 shares worth $809K. The position accounts for 0.03% of the portfolio, ranked #120.

Y.D. More Investments first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.51M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Y.D. More Investments held 4,333 shares of Salesforce worth $809K as of Q1 2026.
  • Y.D. More Investments sold 4,522 Salesforce shares in Q1 2026, an estimated $937K.
  • Salesforce made up 0.03% of Y.D. More Investments's portfolio in Q1 2026, its #120 holding.
  • Y.D. More Investments first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Y.D. More Investments's Salesforce position peaked at $7.51M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.