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Caldwell Sutter Capital’s Salesforce CRM Stock Holding History

Caldwell Sutter 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
Q2 		$111K Buy
709
+81
+13% +$14.2K 0.04% 291
2026
Q1 		$117K Buy
628
+269
+75% +$55.7K 0.05% 271
2025
Q4 		$95.1K Buy
359
+20
+6% +$4.97K 0.04% 285
2025
Q3 		$80.3K Sell
339
-130
-28% -$32.8K 0.03% 308
2025
Q2 		$128K Hold
469
– – 0.06% 254
2025
Q1 		$126K Buy
469
+211
+82% +$65.6K 0.06% 250
2024
Q4 		$86.3K Sell
258
-30
-10% -$9.57K 0.04% 289
2024
Q3 		$78.8K Sell
288
-178
-38% -$45.6K 0.04% 306
2024
Q2 		$120K Buy
466
+281
+152% +$75.2K 0.06% 251
2024
Q1 		$55.7K Sell
185
-8
-4% -$2.31K 0.03% 336
2023
Q4 		$50.8K Buy
193
+10
+5% +$2.26K 0.03% 330
2023
Q3 		$37.1K Sell
183
-12
-6% -$2.59K 0.02% 360
2023
Q2 		$41.2K Buy
195
+5
+3% +$1.02K 0.02% 347
2023
Q1 		$38K Buy
+190
New +$32.1K 0.03% 270

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Caldwell Sutter Capital's CRM Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Salesforce (CRM) stake by 13% in Q2 2026, buying an estimated $14.2K and bringing the position to 709 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #291.

Caldwell Sutter Capital first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $128K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Caldwell Sutter Capital held 709 shares of Salesforce worth $111K as of Q2 2026.
  • Caldwell Sutter Capital bought 81 Salesforce shares in Q2 2026, an estimated $14.2K.
  • Salesforce made up 0.04% of Caldwell Sutter Capital's portfolio in Q2 2026, its #291 holding.
  • Caldwell Sutter Capital first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Salesforce position peaked at $128K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.