F8IS
CRM icon

Figure 8 Investment Strategies’s Salesforce CRM Stock Holding History

Figure 8 Investment Strategies’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
-837
Closed -$222K – 58
2025
Q4 		$222K Sell
837
-68
-8% -$16.9K 0.2% 59
2025
Q3 		$214K Sell
905
-40
-4% -$10.1K 0.19% 58
2025
Q2 		$258K Sell
945
-6
-0.6% -$1.6K 0.25% 54
2025
Q1 		$255K Sell
951
-250
-21% -$77.8K 0.27% 49
2024
Q4 		$402K Buy
+1,201
New +$383K 0.39% 46

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

Figure 8 Investment Strategies's CRM Position: Q1 2026 in Review

Figure 8 Investment Strategies sold out of Salesforce (CRM) in Q1 2026, closing a stake of 837 shares — an estimated $222K sold.

Figure 8 Investment Strategies first reported a position in CRM in Q4 2024 and held it in 5 quarters. The position peaked at $402K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Figure 8 Investment Strategies reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Figure 8 Investment Strategies sold 837 Salesforce shares in Q1 2026, an estimated $222K.
  • Figure 8 Investment Strategies first reported a position in Salesforce in Q4 2024 and held it in 5 quarters.
  • Figure 8 Investment Strategies's Salesforce position peaked at $402K in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Figure 8 Investment Strategies's 13F filing for Q1 2026, filed 23 Apr 2026.