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 | $33.3M | Buy |
178,500
+133,100
| +293% | +$27.6M | 0.06% | 124 |
|
|
2025
Q4 | $12M | Sell |
45,400
-133,800
| -75% | -$33.3M | 0.02% | 241 |
|
|
2025
Q3 | $42.5M | Buy |
179,200
+55,300
| +45% | +$13.9M | 0.08% | 118 |
|
|
2025
Q2 | $33.8M | Sell |
123,900
-34,500
| -22% | -$9.22M | 0.08% | 97 |
|
|
2025
Q1 | $42.5M | Sell |
158,400
-282,700
| -64% | -$87.9M | 0.11% | 91 |
|
|
2024
Q4 | $147M | Buy |
441,100
+102,300
| +30% | +$32.6M | 0.36% | 37 |
|
|
2024
Q3 | $92.7M | Sell |
338,800
-41,800
| -11% | -$10.7M | 0.28% | 44 |
|
|
2024
Q2 | $97.9M | Buy |
380,600
+18,300
| +5% | +$4.9M | 0.31% | 43 |
|
|
2024
Q1 | $109M | Sell |
362,300
-260,300
| -42% | -$75.1M | 0.39% | 35 |
|
|
2023
Q4 | $164M | Buy |
622,600
+202,700
| +48% | +$45.9M | 0.49% | 27 |
|
|
2023
Q3 | $85.1M | Buy |
419,900
+153,600
| +58% | +$33.2M | 0.38% | 25 |
|
|
2023
Q2 | $56.3M | Sell |
266,300
-12,100
| -4% | -$2.47M | 0.28% | 46 |
|
|
2023
Q1 | $55.6M | Buy |
278,400
+231,900
| +499% | +$39.2M | 0.28% | 37 |
|
|
2022
Q4 | $6.17M | Buy |
46,500
+2,200
| +5% | +$321K | 0.04% | 328 |
|
|
2022
Q3 | $6.37M | Sell |
44,300
-172,500
| -80% | -$29.3M | 0.04% | 347 |
|
|
2022
Q2 | $35.8M | Sell |
216,800
-171,900
| -44% | -$30.4M | 0.17% | 75 |
|
|
2022
Q1 | $82.5M | Sell |
388,700
-585,500
| -60% | -$126M | 0.23% | 52 |
|
|
2021
Q4 | $248M | Buy |
974,200
+26,100
| +3% | +$7.33M | 0.41% | 42 |
|
|
2021
Q3 | $257M | Buy |
948,100
+132,900
| +16% | +$33.8M | 0.51% | 28 |
|
|
2021
Q2 | $199M | Buy |
815,200
+226,000
| +38% | +$52.1M | 0.45% | 36 |
|
|
2021
Q1 | $125M | Buy |
589,200
+58,900
| +11% | +$13.1M | 0.37% | 52 |
|
|
2020
Q4 | $118M | Buy |
530,300
+152,500
| +40% | +$37.1M | 0.4% | 41 |
|
|
2020
Q3 | $94.9M | Buy |
377,800
+118,200
| +46% | +$25.9M | 0.49% | 28 |
|
|
2020
Q2 | $48.6M | Buy |
259,600
+190,400
| +275% | +$32.1M | 0.32% | 44 |
|
|
2020
Q1 | $9.96M | Sell |
69,200
-247,300
| -78% | -$42.4M | 0.16% | 128 |
|
|
2019
Q4 | $51.5M | Buy |
316,500
+47,700
| +18% | +$7.48M | 0.28% | 74 |
|
|
2019
Q3 | $39.9M | Buy |
268,800
+32,200
| +14% | +$4.89M | 0.27% | 75 |
|
|
2019
Q2 | $35.9M | Buy |
236,600
+63,700
| +37% | +$9.98M | 0.26% | 87 |
|
|
2019
Q1 | $27.4M | Buy |
172,900
+87,800
| +103% | +$13.6M | 0.25% | 88 |
|
|
2018
Q4 | $11.7M | Buy |
85,100
+20,500
| +32% | +$2.82M | 0.14% | 117 |
|
|
2018
Q3 | $10.3M | Buy |
64,600
+43,400
| +205% | +$6.44M | 0.12% | 140 |
|
|
2018
Q2 | $2.89M | Buy |
+21,200
| New | +$2.7M | 0.04% | 228 |
|
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.