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Chaney Capital Management’s Salesforce CRM Stock Holding History

Chaney Capital 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
Q1 		– Sell
-1,055
Closed -$279K – 42
2025
Q4 		$279K Sell
1,055
-75
-7% -$18.6K 0.1% 33
2025
Q3 		$268K Hold
1,130
– – 0.1% 34
2025
Q2 		$308K Sell
1,130
-113
-9% -$30.2K 0.12% 29
2025
Q1 		$334K Sell
1,243
-146
-11% -$45.4K 0.15% 26
2024
Q4 		$464K Sell
1,389
-425
-23% -$136K 0.22% 24
2024
Q3 		$497K Buy
1,814
+3
+0.2% +$768 0.28% 22
2024
Q2 		$466K Buy
1,811
+18
+1% +$4.82K 0.31% 23
2024
Q1 		$540K Hold
1,793
– – 0.43% 19
2023
Q4 		$472K Buy
+1,793
New +$406K 0.42% 18

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

Chaney Capital Management's CRM Position: Q1 2026 in Review

Chaney Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,055 shares — an estimated $279K sold.

Chaney Capital Management first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $540K in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Chaney Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Chaney Capital Management sold 1,055 Salesforce shares in Q1 2026, an estimated $279K.
  • Chaney Capital Management first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Chaney Capital Management's Salesforce position peaked at $540K in Q1 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Chaney Capital Management's 13F filing for Q1 2026, filed 11 May 2026.