CRI
CRM icon

Colonial River Investments’s Salesforce CRM Stock Holding History

Colonial River Investments’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
-910
Closed -$241K – 233
2025
Q4 		$241K Sell
910
-1,268
-58% -$315K 0.09% 210
2025
Q3 		$516K Sell
2,178
-330
-13% -$83.2K 0.19% 120
2025
Q2 		$662K Buy
2,508
+988
+65% +$264K 0.29% 76
2025
Q1 		$408K Sell
1,520
-991
-39% -$308K 0.22% 103
2024
Q4 		$840K Sell
2,511
-574
-19% -$183K 0.41% 60
2024
Q3 		$844K Sell
3,085
-4,916
-61% -$1.26M 0.42% 58
2024
Q2 		$2.06M Buy
8,001
+6,845
+592% +$1.83M 1.11% 24
2024
Q1 		$348K Sell
1,156
-576
-33% -$166K 0.2% 104
2023
Q4 		$456K Buy
1,732
+17
+1% +$3.85K 0.27% 106
2023
Q3 		$348K Sell
1,715
-84
-5% -$18.1K 0.23% 110
2023
Q2 		$380K Sell
1,799
-80
-4% -$16.3K 0.25% 110
2023
Q1 		$375K Sell
1,879
-44
-2% -$7.43K 0.22% 115
2022
Q4 		$255K Sell
1,923
-225
-10% -$32.8K 0.16% 150
2022
Q3 		$309K Sell
2,148
-54
-2% -$9.16K 0.22% 117
2022
Q2 		$363K Sell
2,202
-937
-30% -$166K 0.24% 112
2022
Q1 		$666K Sell
3,139
-560
-15% -$121K 0.38% 80
2021
Q4 		$940K Sell
3,699
-4,077
-52% -$1.15M 0.51% 57
2021
Q3 		$2.27M Buy
7,776
+4,090
+111% +$1.04M 1.6% 16
2021
Q2 		$900K Buy
3,686
+65
+2% +$15K 0.64% 43
2021
Q1 		$767K Sell
3,621
-366
-9% -$81.5K 0.62% 47
2020
Q4 		$943 Buy
+3,987
New +$970K 0.43% 38

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

Colonial River Investments's CRM Position: Q1 2026 in Review

Colonial River Investments sold out of Salesforce (CRM) in Q1 2026, closing a stake of 910 shares — an estimated $241K sold.

Colonial River Investments first reported a position in CRM in Q4 2020 and held it in 21 quarters. The position peaked at $2.27M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Colonial River Investments reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Colonial River Investments sold 910 Salesforce shares in Q1 2026, an estimated $241K.
  • Colonial River Investments first reported a position in Salesforce in Q4 2020 and held it in 21 quarters.
  • Colonial River Investments's Salesforce position peaked at $2.27M in Q3 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Colonial River Investments's 13F filing for Q1 2026, filed 27 Apr 2026.