Bosun Asset Management’s Salesforce CRM Stock Holding History

Bosun Asset 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	$1.11M	Buy	5,970 +1,370	+30%	+$284K	0.6%	24
2025 Q4	$1.22M	Hold	4,600	–	–	0.59%	22
2025 Q3	$1.09M	Sell	4,600 -137	-3%	-$34.6K	0.56%	20
2025 Q2	$1.29M	Sell	4,737 -18	-0.4%	-$4.81K	0.38%	57
2025 Q1	$1.28M	Sell	4,755 -45	-0.9%	-$14K	0.55%	47
2024 Q4	$1.6M	Sell	4,800 -301	-6%	-$96.1K	0.7%	42
2024 Q3	$1.4M	Buy	5,101 +40	+0.8%	+$10.2K	0.66%	35
2024 Q2	$1.3M	Buy	5,061 +3	+0.1%	+$803	0.77%	38
2024 Q1	$1.52M	Hold	5,058	–	–	0.87%	24
2023 Q4	$1.33M	Sell	5,058 -653	-11%	-$148K	1.32%	17
2023 Q3	$1.16M	Sell	5,711 -156	-3%	-$33.7K	1.25%	16
2023 Q2	$1.24M	Buy	5,867 +86	+1%	+$17.6K	1.22%	13
2023 Q1	$1.15M	Sell	5,781 -200	-3%	-$33.8K	1.32%	13
2022 Q4	$793K	Buy	5,981 +71	+1%	+$10.4K	1.12%	17
2022 Q3	$850K	Sell	5,910 -414	-7%	-$70.2K	1.31%	13
2022 Q2	$1.04M	Sell	6,324 -1	-0%	-$177	1.44%	12
2022 Q1	$1.34M	Sell	6,325 -6	-0.1%	-$1.29K	1.41%	12
2021 Q4	$1.61M	Buy	+6,331	New	+$1.78M	1.46%	12

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bosun Asset Management's CRM Position: Q1 2026 in Review

Bosun Asset Management increased its Salesforce (CRM) stake by 30% in Q1 2026, buying an estimated $284K and bringing the position to 5,970 shares worth $1.11M. The position accounts for 0.6% of the portfolio, ranked #24.

Bosun Asset Management first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.61M in Q4 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Bosun Asset Management held 5,970 shares of Salesforce worth $1.11M as of Q1 2026.
Bosun Asset Management bought 1,370 Salesforce shares in Q1 2026, an estimated $284K.
Salesforce made up 0.6% of Bosun Asset Management's portfolio in Q1 2026, its #24 holding.
Bosun Asset Management first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
Bosun Asset Management's Salesforce position peaked at $1.61M in Q4 2021.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bosun Asset Management's 13F filing for Q1 2026, filed 11 May 2026.