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Capstone Triton Financial Group’s Salesforce CRM Stock Holding History

Capstone Triton Financial 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 		– Sell
-6,138
Closed -$1.63M – 79
2025
Q4 		$1.63M Buy
6,138
+493
+9% +$123K 1.08% 37
2025
Q3 		$1.34M Buy
5,645
+70
+1% +$17.7K 0.9% 44
2025
Q2 		$1.52M Buy
+5,575
New +$1.49M 1.1% 34
2024
Q4 		$1.92M Buy
5,736
+47
+0.8% +$15K 1.2% 25
2024
Q3 		$1.56M Buy
5,689
+41
+0.7% +$10.5K 1% 32
2024
Q2 		$1.45M Buy
5,648
+113
+2% +$30.2K 1.02% 32
2024
Q1 		$1.67M Buy
5,535
+23
+0.4% +$6.64K 1.18% 28
2023
Q4 		$1.45M Sell
5,512
-1,295
-19% -$293K 1.06% 31
2023
Q3 		$1.38M Buy
6,807
+191
+3% +$41.3K 1.01% 34
2023
Q2 		$1.4M Sell
6,616
-200
-3% -$40.8K 0.96% 34
2023
Q1 		$1.36M Sell
6,816
-273
-4% -$46.1K 1.02% 35
2022
Q4 		$940K Sell
7,089
-340
-5% -$49.6K 0.75% 49
2022
Q3 		$1.07M Buy
7,429
+241
+3% +$40.9K 0.91% 40
2022
Q2 		$1.33M Sell
7,188
-52
-0.7% -$9.19K 1.01% 34
2022
Q1 		$1.26M Buy
+7,240
New +$1.56M 0.88% 36

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

Capstone Triton Financial Group's CRM Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 6,138 shares — an estimated $1.63M sold.

Capstone Triton Financial Group first reported a position in CRM in Q1 2022 and held it in 15 quarters. The position peaked at $1.92M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Capstone Triton Financial Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 6,138 Salesforce shares in Q1 2026, an estimated $1.63M.
  • Capstone Triton Financial Group first reported a position in Salesforce in Q1 2022 and held it in 15 quarters.
  • Capstone Triton Financial Group's Salesforce position peaked at $1.92M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.