CJ
CRM icon

Caitlin John’s Salesforce CRM Stock Holding History

Caitlin John’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 		$8.45K Sell
45
-21
-32% -$4.35K 0.01% 543
2025
Q4 		$17.5K Sell
66
-1
-1% -$249 0.01% 458
2025
Q3 		$15.9K Buy
+67
New +$16.9K 0.01% 433
2025
Q1 		– Sell
-67
Closed -$22.4K – 262
2024
Q4 		$22.4K Hold
67
– – 0.01% 364
2024
Q3 		$22.9K Sell
67
-86
-56% -$22K 0.01% 365
2024
Q2 		$39.3K Sell
153
-2
-1% -$535 0.03% 276
2024
Q1 		$46.7K Sell
155
-7
-4% -$2.02K 0.03% 247
2023
Q4 		$42.6K Buy
+162
New +$36.7K 0.03% 239

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

Caitlin John's CRM Position: Q1 2026 in Review

Caitlin John reduced its Salesforce (CRM) stake by 32% in Q1 2026, selling an estimated $4.35K and leaving 45 shares worth $8.45K. The position accounts for 0.01% of the portfolio, ranked #543.

Caitlin John first reported a position in CRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $46.7K in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Caitlin John held 45 shares of Salesforce worth $8.45K as of Q1 2026.
  • Caitlin John sold 21 Salesforce shares in Q1 2026, an estimated $4.35K.
  • Salesforce made up 0.01% of Caitlin John's portfolio in Q1 2026, its #543 holding.
  • Caitlin John first reported a position in Salesforce in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Salesforce position peaked at $46.7K in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.