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Boreal Capital Management’s Salesforce CRM Stock Holding History

Boreal 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 		$75.4K Sell
404
-51
-11% -$10.6K 0.06% 169
2025
Q4 		$121K Sell
455
-37
-8% -$9.2K 0.09% 150
2025
Q3 		$117K Sell
492
-392
-44% -$98.9K 0.09% 158
2025
Q2 		$241K Buy
+884
New +$236K 0.2% 120

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

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

Boreal Capital Management reduced its Salesforce (CRM) stake by 11% in Q1 2026, selling an estimated $10.6K and leaving 404 shares worth $75.4K. The position accounts for 0.06% of the portfolio, ranked #169.

Boreal Capital Management first reported a position in CRM in Q2 2025 and has held it in 4 quarters since. The position peaked at $241K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Boreal Capital Management held 404 shares of Salesforce worth $75.4K as of Q1 2026.
  • Boreal Capital Management sold 51 Salesforce shares in Q1 2026, an estimated $10.6K.
  • Salesforce made up 0.06% of Boreal Capital Management's portfolio in Q1 2026, its #169 holding.
  • Boreal Capital Management first reported a position in Salesforce in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Salesforce position peaked at $241K in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.