Disciplina Capital Management’s Salesforce CRM Stock Holding History

Disciplina 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	$32.7K	Hold	175	–	–	﹤0.01%	58
2025 Q4	$46.3K	Hold	175	–	–	0.01%	53
2025 Q3	$41.4K	Buy	175 +1	+0.6%	+$252	0.01%	52
2025 Q2	$47.5K	Hold	174	–	–	0.01%	52
2025 Q1	$46.7K	Buy	174 +93	+115%	+$28.9K	0.01%	48
2024 Q4	$27.1K	Hold	81	–	–	﹤0.01%	53
2024 Q3	$22.2K	Buy	+81	New	+$20.7K	﹤0.01%	55
2022 Q2	–	Sell	-123	Closed	-$26.1K	–	51
2022 Q1	$26.1K	Buy	123 +9	+8%	+$1.94K	0.01%	51
2021 Q4	$29K	Buy	+114	New	+$32K	0.01%	51
2021 Q1	–	Sell	-17	Closed	-$3.78K	–	53
2020 Q4	$3.78K	Buy	+17	New	+$4.13K	﹤0.01%	47

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Disciplina Capital Management held its Salesforce (CRM) position steady in Q1 2026 at 175 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #58.

Disciplina Capital Management first reported a position in CRM in Q4 2020 and has held it in 10 quarters since. The position peaked at $47.5K in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Disciplina Capital Management held 175 shares of Salesforce worth $32.7K as of Q1 2026.
Disciplina Capital Management left its Salesforce share count unchanged in Q1 2026.
Salesforce made up ﹤0.01% of Disciplina Capital Management's portfolio in Q1 2026, its #58 holding.
Disciplina Capital Management first reported a position in Salesforce in Q4 2020 and has held it in 10 quarters since.
Disciplina Capital Management's Salesforce position peaked at $47.5K in Q2 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Disciplina Capital Management's 13F filing for Q1 2026, filed 7 May 2026.