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Carmel Capital Partners’s Salesforce CRM Stock Holding History

Carmel Capital Partners’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
-9,919
Closed -$2.63M – 120
2025
Q4 		$2.63M Buy
9,919
+6,841
+222% +$1.7M 0.92% 33
2025
Q3 		$729K Sell
3,078
-2,536
-45% -$640K 0.31% 70
2025
Q2 		$1.53M Buy
5,614
+917
+20% +$245K 0.54% 55
2025
Q1 		$1.26M Buy
4,697
+262
+6% +$81.5K 0.5% 48
2024
Q4 		$1.48M Buy
4,435
+294
+7% +$93.8K 0.6% 37
2024
Q3 		$1.13M Buy
+4,141
New +$1.06M 0.44% 51
2023
Q4 		– Sell
-795
Closed -$161K – 261
2023
Q3 		$161K Buy
795
+395
+99% +$85.3K 0.07% 163
2023
Q2 		$84.5K Sell
400
-308
-44% -$62.9K 0.04% 175
2023
Q1 		$141K Buy
+708
New +$120K 0.08% 151
2022
Q3 		– Sell
-1,273
Closed -$210K – 119
2022
Q2 		$210K Buy
1,273
+60
+5% +$10.6K 0.2% 104
2022
Q1 		$258K Hold
1,213
– – 0.22% 95
2021
Q4 		$308K Buy
+1,213
New +$341K 0.23% 88

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

Carmel Capital Partners's CRM Position: Q1 2026 in Review

Carmel Capital Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 9,919 shares — an estimated $2.63M sold.

Carmel Capital Partners first reported a position in CRM in Q4 2021 and held it in 12 quarters. The position peaked at $2.63M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Carmel Capital Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Carmel Capital Partners sold 9,919 Salesforce shares in Q1 2026, an estimated $2.63M.
  • Carmel Capital Partners first reported a position in Salesforce in Q4 2021 and held it in 12 quarters.
  • Carmel Capital Partners's Salesforce position peaked at $2.63M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.