Fire Capital Management’s Salesforce CRM Stock Holding History

Fire 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	$763K	Sell	4,088 -1,161	-22%	-$241K	0.36%	70
2025 Q4	$1.39M	Buy	5,249 +336	+7%	+$83.5K	0.69%	38
2025 Q3	$1.16M	Buy	4,913 +244	+5%	+$61.5K	0.67%	47
2025 Q2	$1.27M	Buy	4,669 +338	+8%	+$90.4K	0.81%	33
2025 Q1	$1.16M	Buy	4,331 +365	+9%	+$114K	0.85%	36
2024 Q4	$1.33M	Buy	+3,966	New	+$1.27M	0.99%	30

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

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

Fire Capital Management reduced its Salesforce (CRM) stake by 22% in Q1 2026, selling an estimated $241K and leaving 4,088 shares worth $763K. The position accounts for 0.36% of the portfolio, ranked #70.

Fire Capital Management first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Fire Capital Management held 4,088 shares of Salesforce worth $763K as of Q1 2026.
Fire Capital Management sold 1,161 Salesforce shares in Q1 2026, an estimated $241K.
Salesforce made up 0.36% of Fire Capital Management's portfolio in Q1 2026, its #70 holding.
Fire Capital Management first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
Fire Capital Management's Salesforce position peaked at $1.39M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Fire Capital Management's 13F filing for Q1 2026, filed 8 May 2026.