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Bouvel Investment Partners’s Salesforce CRM Stock Holding History

Bouvel Investment Partners’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
-19,905
Closed -$5.27M – 81
2025
Q4 		$5.27M Buy
19,905
+327
+2% +$81.3K 1.52% 26
2025
Q3 		$4.64M Sell
19,578
-118
-0.6% -$29.8K 1.42% 29
2025
Q2 		$5.37M Buy
19,696
+176
+0.9% +$47.1K 1.82% 20
2025
Q1 		$5.34M Sell
19,520
-213
-1% -$66.2K 2.01% 15
2024
Q4 		$6.6M Buy
19,733
+213
+1% +$68K 2.38% 11
2024
Q3 		$5.34M Buy
19,520
+94
+0.5% +$24.1K 2.01% 15
2024
Q2 		$4.99M Sell
19,426
-69
-0.4% -$18.5K 1.93% 16
2024
Q1 		$5.87M Sell
19,495
-89
-0.5% -$25.7K 2.54% 10
2023
Q4 		$5.15M Buy
19,584
+458
+2% +$104K 2.41% 12
2023
Q3 		$3.88M Buy
19,126
+222
+1% +$48K 2.1% 13
2023
Q2 		$3.99M Buy
18,904
+488
+3% +$99.6K 2.19% 14
2023
Q1 		$3.68M Sell
18,416
-48
-0.3% -$8.11K 2.15% 13
2022
Q4 		$2.45M Sell
18,464
-74
-0.4% -$10.8K 1.58% 25
2022
Q3 		$2.67M Buy
18,538
+446
+2% +$75.6K 1.78% 19
2022
Q2 		$2.99M Buy
18,092
+55
+0.3% +$9.72K 2.25% 12
2022
Q1 		$3.83M Buy
18,037
+652
+4% +$140K 2.33% 12
2021
Q4 		$4.42M Buy
17,385
+33
+0.2% +$9.27K 2.48% 10
2021
Q3 		$4.71M Buy
17,352
+466
+3% +$118K 2.66% 8
2021
Q2 		$4.13M Buy
16,886
+583
+4% +$134K 2.33% 11
2021
Q1 		$3.45M Buy
16,303
+870
+6% +$194K 2.22% 12
2020
Q4 		$3.43M Buy
+15,433
New +$3.75M 2.44% 10

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

Bouvel Investment Partners's CRM Position: Q1 2026 in Review

Bouvel Investment Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 19,905 shares — an estimated $5.27M sold.

Bouvel Investment Partners first reported a position in CRM in Q4 2020 and held it in 21 quarters. The position peaked at $6.6M in Q4 2024. 2,685 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bouvel Investment Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Bouvel Investment Partners sold 19,905 Salesforce shares in Q1 2026, an estimated $5.27M.
  • Bouvel Investment Partners first reported a position in Salesforce in Q4 2020 and held it in 21 quarters.
  • Bouvel Investment Partners's Salesforce position peaked at $6.6M in Q4 2024.
  • 2,685 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bouvel Investment Partners's 13F filing for Q1 2026, filed 10 Apr 2026.