YIM
CRM icon

Yoffe Investment Management’s Salesforce CRM Stock Holding History

Yoffe Investment 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 		– Sell
-937
Closed -$248K – 113
2025
Q4 		$248K Hold
937
– – 0.32% 100
2025
Q3 		$222K Hold
937
– – 0.29% 105
2025
Q2 		$255K Buy
937
+1
+0.1% +$267 0.35% 99
2025
Q1 		$251K Sell
936
-1
-0.1% -$311 0.37% 93
2024
Q4 		$313K Buy
+937
New +$299K 0.47% 82

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Yoffe Investment Management's CRM Position: Q1 2026 in Review

Yoffe Investment Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 937 shares — an estimated $248K sold.

Yoffe Investment Management first reported a position in CRM in Q4 2024 and held it in 5 quarters. The position peaked at $313K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Yoffe Investment Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Yoffe Investment Management sold 937 Salesforce shares in Q1 2026, an estimated $248K.
  • Yoffe Investment Management first reported a position in Salesforce in Q4 2024 and held it in 5 quarters.
  • Yoffe Investment Management's Salesforce position peaked at $313K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Yoffe Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.