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AlphaStar Capital Management’s Salesforce CRM Stock Holding History

AlphaStar Capital 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
-2,304
Closed -$610K – 256
2025
Q4 		$610K Sell
2,304
-17,957
-89% -$4.46M 0.04% 137
2025
Q3 		$4.8M Buy
20,261
+19,330
+2,076% +$4.88M 0.41% 38
2025
Q2 		$254K Sell
931
-6,295
-87% -$1.68M 0.02% 319
2025
Q1 		$1.94M Buy
7,226
+6,402
+777% +$1.99M 0.2% 63
2024
Q4 		$276K Buy
+824
New +$263K 0.03% 167
2024
Q2 		– Sell
-2,341
Closed -$705K – 312
2024
Q1 		$705K Buy
+2,341
New +$675K 0.07% 151
2023
Q3 		– Sell
-2,315
Closed -$489K – 248
2023
Q2 		$489K Buy
+2,315
New +$473K 0.06% 188
2023
Q1 		– Sell
-5,198
Closed -$551K – 286
2022
Q4 		$551K Sell
5,198
-130
-2% -$19K 0.06% 197
2022
Q3 		$766K Buy
5,328
+409
+8% +$69.4K 0.08% 147
2022
Q2 		$812K Buy
4,919
+433
+10% +$76.5K 0.08% 172
2022
Q1 		$952K Buy
4,486
+24
+0.5% +$5.17K 0.08% 174
2021
Q4 		$1.03M Buy
4,462
+1,037
+30% +$291K 0.08% 173
2021
Q3 		$993K Buy
+3,425
New +$870K 0.07% 200

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

AlphaStar Capital Management's CRM Position: Q1 2026 in Review

AlphaStar Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 2,304 shares — an estimated $610K sold.

AlphaStar Capital Management first reported a position in CRM in Q3 2021 and held it in 13 quarters. The position peaked at $4.8M in Q3 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • AlphaStar Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • AlphaStar Capital Management sold 2,304 Salesforce shares in Q1 2026, an estimated $610K.
  • AlphaStar Capital Management first reported a position in Salesforce in Q3 2021 and held it in 13 quarters.
  • AlphaStar Capital Management's Salesforce position peaked at $4.8M in Q3 2025.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.