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Capital Group Investment Management’s Salesforce CRM Stock Holding History

Capital Group Investment 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 		$3.04M Sell
16,291
-11,075
-40% -$2.29M 0.52% 52
2025
Q4 		$7.25M Buy
27,366
+7,361
+37% +$1.83M 1.18% 20
2025
Q3 		$4.74M Buy
20,005
+6,215
+45% +$1.57M 0.79% 36
2025
Q2 		$3.76M Buy
13,790
+816
+6% +$218K 0.67% 48
2025
Q1 		$3.48M Buy
12,974
+356
+3% +$111K 0.71% 45
2024
Q4 		$4.22M Sell
12,618
-1,075
-8% -$343K 0.8% 33
2024
Q3 		$3.75M Buy
13,693
+1,468
+12% +$376K 0.75% 41
2024
Q2 		$3.14M Sell
12,225
-12,831
-51% -$3.43M 0.68% 45
2024
Q1 		$7.55M Sell
25,056
-29,959
-54% -$8.64M 1.35% 15
2023
Q4 		$14.5M Sell
55,015
-17,822
-24% -$4.03M 1.52% 10
2023
Q3 		$14.8M Sell
72,837
-18,912
-21% -$4.09M 0.96% 36
2023
Q2 		$19.4M Buy
91,749
+78,336
+584% +$16M 0.96% 37
2023
Q1 		$2.68M Buy
+13,413
New +$2.27M 0.14% 112

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 Group Investment Management's CRM Position: Q1 2026 in Review

Capital Group Investment Management reduced its Salesforce (CRM) stake by 40% in Q1 2026, selling an estimated $2.29M and leaving 16,291 shares worth $3.04M. The position accounts for 0.52% of the portfolio, ranked #52.

Capital Group Investment Management first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.4M in Q2 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Capital Group Investment Management held 16,291 shares of Salesforce worth $3.04M as of Q1 2026.
  • Capital Group Investment Management sold 11,075 Salesforce shares in Q1 2026, an estimated $2.29M.
  • Salesforce made up 0.52% of Capital Group Investment Management's portfolio in Q1 2026, its #52 holding.
  • Capital Group Investment Management first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
  • Capital Group Investment Management's Salesforce position peaked at $19.4M in Q2 2023.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Capital Group Investment Management's 13F filing for Q1 2026, filed 13 May 2026.