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Bearing Point Capital’s Salesforce CRM Stock Holding History

Bearing Point Capital’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
-794
Closed -$210K – 170
2025
Q4 		$210K Buy
+794
New +$197K 0.03% 179
2025
Q3 		– Sell
-809
Closed -$221K – 165
2025
Q2 		$221K Buy
+809
New +$216K 0.04% 162
2025
Q1 		– Sell
-710
Closed -$237K – 162
2024
Q4 		$237K Buy
+710
New +$227K 0.05% 148

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

Bearing Point Capital's CRM Position: Q1 2026 in Review

Bearing Point Capital sold out of Salesforce (CRM) in Q1 2026, closing a stake of 794 shares — an estimated $210K sold.

Bearing Point Capital first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $237K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bearing Point Capital reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Bearing Point Capital sold 794 Salesforce shares in Q1 2026, an estimated $210K.
  • Bearing Point Capital first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
  • Bearing Point Capital's Salesforce position peaked at $237K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.