CCM
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Compass Capital Management’s Salesforce CRM Stock Holding History

Compass 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
-37,587
Closed -$9.96M – 88
2025
Q4 		$9.96M Sell
37,587
-5,172
-12% -$1.29M 0.55% 37
2025
Q3 		$10.1M Sell
42,759
-9,960
-19% -$2.51M 0.54% 39
2025
Q2 		$14.4M Buy
+52,719
New +$14.1M 0.77% 35
2021
Q2 		– Sell
-1,000
Closed -$212K – 35
2021
Q1 		$212K Hold
1,000
– – 0.02% 36
2020
Q4 		$223K Hold
1,000
– – 0.02% 37
2020
Q3 		$251K Buy
+1,000
New +$219K 0.02% 37

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

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

Compass Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 37,587 shares — an estimated $9.96M sold.

Compass Capital Management first reported a position in CRM in Q3 2020 and held it in 6 quarters. The position peaked at $14.4M in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Compass Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Compass Capital Management sold 37,587 Salesforce shares in Q1 2026, an estimated $9.96M.
  • Compass Capital Management first reported a position in Salesforce in Q3 2020 and held it in 6 quarters.
  • Compass Capital Management's Salesforce position peaked at $14.4M in Q2 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Compass Capital Management's 13F filing for Q1 2026, filed 21 May 2026.