Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Salesforce CRM Stock Holding History

Capital Fund Management (CFM)’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 		$24.7M Sell
132,300
-6,300
-5% -$1.31M 0.11% 243
2025
Q4 		$36.7M Sell
138,600
-87,100
-39% -$21.6M 0.1% 278
2025
Q3 		$53.5M Sell
225,700
-110,100
-33% -$27.8M 0.14% 174
2025
Q2 		$91.6M Sell
335,800
-3,600
-1% -$962K 0.25% 74
2025
Q1 		$91.1M Buy
339,400
+92,300
+37% +$28.7M 0.26% 86
2024
Q4 		$82.6M Buy
247,100
+57,500
+30% +$18.4M 0.21% 127
2024
Q3 		$51.9M Sell
189,600
-54,000
-22% -$13.8M 0.14% 197
2024
Q2 		$62.6M Sell
243,600
-3,700
-1% -$990K 0.18% 149
2024
Q1 		$74.5M Sell
247,300
-86,800
-26% -$25M 0.22% 117
2023
Q4 		$87.9M Sell
334,100
-124,200
-27% -$28.1M 0.24% 88
2023
Q3 		$92.9M Buy
458,300
+49,500
+12% +$10.7M 0.32% 61
2023
Q2 		$86.4M Buy
408,800
+329,700
+417% +$67.3M 0.35% 50
2023
Q1 		$15.8M Sell
79,100
-75,600
-49% -$12.8M 0.08% 352
2022
Q4 		$20.5M Buy
154,700
+18,900
+14% +$2.76M 0.14% 189
2022
Q3 		$19.5M Buy
135,800
+57,800
+74% +$9.8M 0.15% 167
2022
Q2 		$12.9M Sell
78,000
-8,100
-9% -$1.43M 0.12% 234
2022
Q1 		$18.3M Buy
86,100
+37,800
+78% +$8.14M 0.15% 191
2021
Q4 		$12.3M Buy
+48,300
New +$13.6M 0.09% 309
2021
Q3 		– Sell
-30,400
Closed -$7.43M – 1551
2021
Q2 		$7.43M Buy
30,400
+6,200
+26% +$1.43M 0.06% 420
2021
Q1 		$5.13M Sell
24,200
-27,600
-53% -$6.14M 0.06% 416
2020
Q4 		$11.5M Sell
51,800
-12,300
-19% -$2.99M 0.11% 226
2020
Q3 		$16.1M Buy
+64,100
New +$14M 0.2% 139
2020
Q2 		– Sell
-7,000
Closed -$1.01M – 1125
2020
Q1 		$1.01M Buy
+7,000
New +$1.2M 0.02% 784
2019
Q2 		– Sell
-6,500
Closed -$1.03M – 1649
2019
Q1 		$1.03M Sell
6,500
-157,100
-96% -$24.3M 0.01% 1026
2018
Q4 		$22.4M Sell
163,600
-393,500
-71% -$54.1M 0.2% 120
2018
Q3 		$88.6M Buy
557,100
+313,600
+129% +$46.5M 0.48% 21
2018
Q2 		$33.2M Buy
243,500
+218,400
+870% +$27.9M 0.17% 170
2018
Q1 		$2.92M Sell
25,100
-84,200
-77% -$9.67M 0.02% 873
2017
Q4 		$11.2M Sell
109,300
-42,100
-28% -$4.29M 0.06% 373
2017
Q3 		$14.1M Buy
151,400
+70,100
+86% +$6.45M 0.1% 243
2017
Q2 		$7.04M Buy
+81,300
New +$7.08M 0.06% 383
2015
Q1 		– Sell
-5,800
Closed -$344K – 1489
2014
Q4 		$344K Sell
5,800
-40,200
-87% -$2.37M ﹤0.01% 1288
2014
Q3 		$2.65M Sell
46,000
-115,800
-72% -$6.52M 0.03% 593
2014
Q2 		$9.4M Buy
161,800
+152,600
+1,659% +$8.24M 0.1% 253
2014
Q1 		$525K Sell
9,200
-4,400
-32% -$263K 0.01% 1223
2013
Q4 		$751K Sell
13,600
-3,900
-22% -$209K 0.01% 1095
2013
Q3 		$908K Buy
17,500
+10,600
+154% +$481K 0.01% 916
2013
Q2 		$263K Buy
+6,900
New +$285K ﹤0.01% 1177

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

Capital Fund Management (CFM)'s CRM Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Salesforce (CRM) stake by 29% in Q1 2026, selling an estimated $16M and leaving 190,141 shares worth $35.5M. The position accounts for 0.16% of the portfolio, ranked #138.

Capital Fund Management (CFM) first reported a position in CRM in Q2 2013 and has held it in 28 quarters since. The position peaked at $82.9M in Q3 2016. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Capital Fund Management (CFM) held 190,141 shares of Salesforce worth $35.5M as of Q1 2026.
  • Capital Fund Management (CFM) sold 77,311 Salesforce shares in Q1 2026, an estimated $16M.
  • Salesforce made up 0.16% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #138 holding.
  • Capital Fund Management (CFM) first reported a position in Salesforce in Q2 2013 and has held it in 28 quarters since.
  • Capital Fund Management (CFM)'s Salesforce position peaked at $82.9M in Q3 2016.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.