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Caption Management’s Salesforce CRM Stock Holding History

Caption Management’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 		– Sell
-500
Closed -$87.9K – 1733
2026
Q1 		$93.3K Buy
+500
New +$104K ﹤0.01% 1396
2025
Q2 		– Sell
-7,200
Closed -$1.93M – 1528
2025
Q1 		$1.93M Sell
7,200
-3,000
-29% -$933K 0.02% 695
2024
Q4 		$3.41M Buy
+10,200
New +$3.26M 0.03% 509
2023
Q1 		– Sell
-200
Closed -$33.8K – 1170
2022
Q4 		$26.5K Buy
+200
New +$29.2K ﹤0.01% 1197
2022
Q2 		– Sell
-18,000
Closed -$3.18M – 1505
2022
Q1 		$3.82M Buy
+18,000
New +$3.87M 0.05% 532
2021
Q2 		– Sell
-14,400
Closed -$3.32M – 1346
2021
Q1 		$3.05M Sell
14,400
-31,980
-69% -$7.12M 0.07% 385
2020
Q4 		$10.3M Sell
46,380
-44,320
-49% -$10.8M 0.24% 115
2020
Q3 		$22.8M Buy
90,700
+90,400
+30,133% +$19.8M 0.53% 26
2020
Q2 		$56K Hold
300
– – ﹤0.01% 864
2020
Q1 		$43K Buy
+300
New +$51.4K ﹤0.01% 798
2018
Q4 		– Sell
-6,000
Closed -$954K – 487
2018
Q3 		$954K Buy
+6,000
New +$890K 0.05% 348

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

Caption Management's CRM Position: Q2 2026 in Review

Caption Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 500 shares — an estimated $87.9K sold.

Caption Management first reported a position in CRM in Q3 2018 and held it in 11 quarters. The position peaked at $22.8M in Q3 2020. 2,484 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Caption Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Caption Management sold 500 Salesforce shares in Q2 2026, an estimated $87.9K.
  • Caption Management first reported a position in Salesforce in Q3 2018 and held it in 11 quarters.
  • Caption Management's Salesforce position peaked at $22.8M in Q3 2020.
  • 2,484 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.