Capstone Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36M | Buy |
192,900
+175,100
| +984% | +$36.3M | 0.06% | 119 |
|
|
2025
Q4 | $4.72M | Sell |
17,800
-38,300
| -68% | -$9.52M | 0.01% | 388 |
|
|
2025
Q3 | $13.3M | Buy |
56,100
+38,400
| +217% | +$9.68M | 0.02% | 269 |
|
|
2025
Q2 | $4.83M | Sell |
17,700
-26,500
| -60% | -$7.08M | 0.01% | 400 |
|
|
2025
Q1 | $11.9M | Sell |
44,200
-69,500
| -61% | -$21.6M | 0.03% | 259 |
|
|
2024
Q4 | $38M | Buy |
113,700
+22,200
| +24% | +$7.08M | 0.09% | 130 |
|
|
2024
Q3 | $25M | Sell |
91,500
-8,800
| -9% | -$2.25M | 0.08% | 155 |
|
|
2024
Q2 | $25.8M | Buy |
100,300
+5,000
| +5% | +$1.34M | 0.08% | 156 |
|
|
2024
Q1 | $28.7M | Sell |
95,300
-84,600
| -47% | -$24.4M | 0.1% | 131 |
|
|
2023
Q4 | $47.3M | Buy |
179,900
+73,300
| +69% | +$16.6M | 0.14% | 104 |
|
|
2023
Q3 | $21.6M | Buy |
106,600
+15,600
| +17% | +$3.37M | 0.1% | 136 |
|
|
2023
Q2 | $19.2M | Sell |
91,000
-34,200
| -27% | -$6.98M | 0.1% | 141 |
|
|
2023
Q1 | $25M | Buy |
125,200
+72,200
| +136% | +$12.2M | 0.13% | 99 |
|
|
2022
Q4 | $7.03M | Buy |
53,000
+39,900
| +305% | +$5.82M | 0.05% | 302 |
|
|
2022
Q3 | $1.88M | Sell |
13,100
-105,800
| -89% | -$17.9M | 0.01% | 779 |
|
|
2022
Q2 | $19.6M | Buy |
118,900
+22,200
| +23% | +$3.92M | 0.1% | 126 |
|
|
2022
Q1 | $20.5M | Sell |
96,700
-84,300
| -47% | -$18.1M | 0.06% | 250 |
|
|
2021
Q4 | $46M | Buy |
181,000
+21,100
| +13% | +$5.93M | 0.08% | 224 |
|
|
2021
Q3 | $43.4M | Buy |
159,900
+6,500
| +4% | +$1.65M | 0.09% | 204 |
|
|
2021
Q2 | $37.5M | Buy |
153,400
+26,600
| +21% | +$6.13M | 0.08% | 206 |
|
|
2021
Q1 | $26.9M | Sell |
126,800
-11,900
| -9% | -$2.65M | 0.08% | 231 |
|
|
2020
Q4 | $30.9M | Buy |
138,700
+66,200
| +91% | +$16.1M | 0.1% | 164 |
|
|
2020
Q3 | $18.2M | Buy |
72,500
+30,300
| +72% | +$6.63M | 0.09% | 186 |
|
|
2020
Q2 | $7.91M | Buy |
42,200
+39,000
| +1,219% | +$6.57M | 0.05% | 314 |
|
|
2020
Q1 | $461K | Sell |
3,200
-125,500
| -98% | -$21.5M | 0.01% | 910 |
|
|
2019
Q4 | $20.9M | Buy |
128,700
+38,400
| +43% | +$6.02M | 0.11% | 193 |
|
|
2019
Q3 | $13.4M | Buy |
90,300
+31,900
| +55% | +$4.85M | 0.09% | 224 |
|
|
2019
Q2 | $8.86M | Buy |
58,400
+3,100
| +6% | +$486K | 0.06% | 324 |
|
|
2019
Q1 | $8.76M | Buy |
55,300
+25,600
| +86% | +$3.97M | 0.08% | 238 |
|
|
2018
Q4 | $4.07M | Buy |
29,700
+11,500
| +63% | +$1.58M | 0.05% | 287 |
|
|
2018
Q3 | $2.89M | Buy |
18,200
+16,200
| +810% | +$2.4M | 0.03% | 357 |
|
|
2018
Q2 | $273K | Buy |
+2,000
| New | +$255K | ﹤0.01% | 545 |
|
|
2017
Q1 | – | Sell |
-6,800
| Closed | -$464K | – | 923 |
|
|
2016
Q4 | $464K | Buy |
+6,800
| New | +$493K | 0.01% | 602 |
|
Other funds holding CRM
VCM
VPM
Capstone Investment Advisors's CRM Position: Q1 2026 in Review
Capstone Investment Advisors increased its Salesforce (CRM) stake by 81% in Q1 2026, buying an estimated $1.59M and bringing the position to 17,149 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #517.
Capstone Investment Advisors first reported a position in CRM in Q4 2015 and has held it in 33 quarters since. The position peaked at $23.9M in Q1 2021. 2,673 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Capstone Investment Advisors held 17,149 shares of Salesforce worth $3.2M as of Q1 2026.
- Capstone Investment Advisors bought 7,679 Salesforce shares in Q1 2026, an estimated $1.59M.
- Salesforce made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #517 holding.
- Capstone Investment Advisors first reported a position in Salesforce in Q4 2015 and has held it in 33 quarters since.
- Capstone Investment Advisors's Salesforce position peaked at $23.9M in Q1 2021.
- 2,673 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.