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Covenant Partners’s Salesforce CRM Stock Holding History

Covenant 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
-2,001
Closed -$530K – 31
2025
Q4 		$530K Hold
2,001
– – 0.16% 67
2025
Q3 		$474K Hold
2,001
– – 0.13% 71
2025
Q2 		$546K Hold
2,001
– – 0.16% 67
2025
Q1 		$537K Sell
2,001
-92
-4% -$28.6K 0.17% 65
2024
Q4 		$700K Sell
2,093
-165
-7% -$52.7K 0.22% 57
2024
Q3 		$618K Buy
2,258
+257
+13% +$65.8K 0.18% 76
2024
Q2 		$514K Hold
2,001
– – 0.16% 90
2024
Q1 		$603K Sell
2,001
-574
-22% -$166K 0.18% 83
2023
Q4 		$678K Hold
2,575
– – 0.21% 76
2023
Q3 		$522K Sell
2,575
-510
-17% -$110K 0.19% 92
2023
Q2 		$652K Hold
3,085
– – 0.24% 69
2023
Q1 		$616K Buy
+3,085
New +$521K 0.24% 71
2022
Q4 		– Sell
-3,477
Closed -$500K – 178
2022
Q3 		$500K Sell
3,477
-1,256
-27% -$213K 0.24% 81
2022
Q2 		$781K Buy
4,733
+826
+21% +$146K 0.36% 56
2022
Q1 		$830K Sell
3,907
-21
-0.5% -$4.52K 0.33% 60
2021
Q4 		$998K Hold
3,928
– – 0.37% 54
2021
Q3 		$1.06M Hold
3,928
– – 0.42% 48
2021
Q2 		$959K Sell
3,928
-236
-6% -$54.4K 0.36% 54
2021
Q1 		$882K Buy
4,164
+379
+10% +$84.4K 0.35% 57
2020
Q4 		$842K Sell
3,785
-203
-5% -$49.4K 0.36% 64
2020
Q3 		$1M Buy
3,988
+59
+2% +$12.9K 0.48% 40
2020
Q2 		$736K Buy
3,929
+899
+30% +$151K 0.34% 70
2020
Q1 		$436K Buy
3,030
+1,652
+120% +$283K 0.23% 98
2019
Q4 		$224K Buy
+1,378
New +$216K 0.1% 183

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

Covenant Partners's CRM Position: Q1 2026 in Review

Covenant Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 2,001 shares — an estimated $530K sold.

Covenant Partners first reported a position in CRM in Q4 2019 and held it in 24 quarters. The position peaked at $1.06M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Covenant Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Covenant Partners sold 2,001 Salesforce shares in Q1 2026, an estimated $530K.
  • Covenant Partners first reported a position in Salesforce in Q4 2019 and held it in 24 quarters.
  • Covenant Partners's Salesforce position peaked at $1.06M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Covenant Partners's 13F filing for Q1 2026.