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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
Q2 		$1,000K Buy
+6,383
New +$1.12M 0.58% 56
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capstone Triton Financial Group's CRM Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Salesforce (CRM) in Q2 2026: 6,383 shares worth $1,000K. The stake represents 0.58% of the portfolio and ranks #56 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in CRM as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in CRM in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.92M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Capstone Triton Financial Group held 6,383 shares of Salesforce worth $1,000K as of Q2 2026.
  • Salesforce was a new Capstone Triton Financial Group position in Q2 2026.
  • Salesforce made up 0.58% of Capstone Triton Financial Group's portfolio in Q2 2026, its #56 holding.
  • Capstone Triton Financial Group first reported a position in Salesforce in Q1 2022 and has held it in 16 quarters since.
  • Capstone Triton Financial Group's Salesforce position peaked at $1.92M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.