Caprock Group’s Salesforce CRM Stock Holding History

Caprock Group’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	$5.35M	Sell	28,668 -3,678	-11%	-$762K	0.13%	131
2025 Q4	$8.58M	Sell	32,346 -10,630	-25%	-$2.64M	0.18%	89
2025 Q3	$11M	Buy	+42,976	New	+$10.8M	0.27%	64
2025 Q1	$11.3M	Buy	41,985 +4,639	+12%	+$1.44M	0.34%	51
2024 Q4	$12.5M	Buy	37,346 +4,204	+13%	+$1.34M	0.41%	40
2024 Q3	$9.08M	Sell	33,142 -429	-1%	-$110K	0.33%	54
2024 Q2	$8.63M	Buy	33,571 +14,891	+80%	+$3.98M	0.35%	49
2024 Q1	$5.63M	Buy	18,680 +531	+3%	+$153K	0.32%	50
2023 Q4	$4.78M	Buy	18,149 +1,327	+8%	+$300K	0.31%	52
2023 Q3	$3.41M	Buy	16,822 +1,321	+9%	+$285K	0.26%	58
2023 Q2	$3.27M	Sell	15,501 -447	-3%	-$91.2K	0.24%	64
2023 Q1	$3.19M	Buy	15,948 +3,440	+28%	+$581K	0.25%	65
2022 Q4	$1.66M	Sell	12,508 -2,946	-19%	-$430K	0.15%	104
2022 Q3	$2.22M	Sell	15,454 -300	-2%	-$50.9K	0.21%	73
2022 Q2	$2.6M	Buy	15,754 +737	+5%	+$130K	0.26%	58
2022 Q1	$3.19M	Buy	15,017 +303	+2%	+$65.2K	0.3%	57
2021 Q4	$3.74M	Buy	14,714 +82	+0.6%	+$23K	0.31%	48
2021 Q3	$3.97M	Buy	14,632 +1,429	+11%	+$363K	0.35%	45
2021 Q2	$3.23M	Sell	13,203 -270	-2%	-$62.2K	0.29%	54
2021 Q1	$2.85M	Sell	13,473 -1,984	-13%	-$442K	0.31%	52
2020 Q4	$3.44M	Buy	15,457 +271	+2%	+$65.9K	0.39%	42
2020 Q3	$3.82M	Buy	15,186 +2,989	+25%	+$654K	0.52%	37
2020 Q2	$2.29M	Buy	12,197 +1,515	+14%	+$255K	0.34%	55
2020 Q1	$1.54M	Buy	10,682 +276	+3%	+$47.3K	0.29%	69
2019 Q4	$1.69M	Buy	10,406 +292	+3%	+$45.8K	0.3%	62
2019 Q3	$1.5M	Sell	10,114 -64	-0.6%	-$9.73K	0.29%	61
2019 Q2	$1.54M	Buy	10,178 +25	+0.2%	+$3.92K	0.3%	63
2019 Q1	$1.61M	Buy	10,153 +440	+5%	+$68.2K	0.31%	62
2018 Q4	$1.33M	Sell	9,713 -425	-4%	-$58.5K	0.31%	64
2018 Q3	$1.61M	Sell	10,138 -2	-0%	-$297	0.33%	55
2018 Q2	$1.38M	Buy	10,140 +413	+4%	+$52.7K	0.29%	61
2018 Q1	$1.13M	Hold	9,727	–	–	0.24%	76
2017 Q4	$1.07M	Sell	9,727 -291	-3%	-$29.7K	0.21%	97
2017 Q3	$936K	Buy	10,018 +802	+9%	+$73.8K	0.2%	104
2017 Q2	$798K	Buy	9,216 +789	+9%	+$68.7K	0.18%	121
2017 Q1	$695K	Buy	8,427 +724	+9%	+$57.8K	0.16%	123
2016 Q4	$527K	Buy	7,703 +9	+0.1%	+$653	0.13%	149
2016 Q3	$549K	Buy	7,694 +500	+7%	+$39K	0.12%	151
2016 Q2	$571K	Buy	7,194 +103	+1%	+$8.08K	0.14%	148
2016 Q1	$524K	Buy	7,091 +1,441	+26%	+$99.2K	0.12%	154
2015 Q4	$443K	Hold	5,650	–	–	0.25%	53
2015 Q3	$392K	Buy	5,650 +1,000	+22%	+$70.9K	0.28%	52
2015 Q2	$324K	Hold	4,650	–	–	0.3%	56
2015 Q1	$311K	Hold	4,650	–	–	0.32%	58
2014 Q4	$276K	Buy	+4,650	New	+$274K	0.3%	70

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Caprock Group's CRM Position: Q1 2026 in Review

Caprock Group reduced its Salesforce (CRM) stake by 11% in Q1 2026, selling an estimated $762K and leaving 28,668 shares worth $5.35M. The position accounts for 0.13% of the portfolio, ranked #131.

Caprock Group first reported a position in CRM in Q4 2014 and has held it in 45 quarters since. The position peaked at $12.5M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Caprock Group held 28,668 shares of Salesforce worth $5.35M as of Q1 2026.
Caprock Group sold 3,678 Salesforce shares in Q1 2026, an estimated $762K.
Salesforce made up 0.13% of Caprock Group's portfolio in Q1 2026, its #131 holding.
Caprock Group first reported a position in Salesforce in Q4 2014 and has held it in 45 quarters since.
Caprock Group's Salesforce position peaked at $12.5M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.