Flynn Zito Capital Management’s Salesforce CRM Stock Holding History

Flynn Zito 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	-771	Closed	-$204K	–	159
2025 Q4	$204K	Buy	+771	New	+$192K	0.07%	135
2025 Q3	–	Sell	-1,782	Closed	-$486K	–	134
2025 Q2	$486K	Sell	1,782 -549	-24%	-$147K	0.2%	69
2025 Q1	$625K	Sell	2,331 -1,125	-33%	-$350K	0.29%	53
2024 Q4	$1.16M	Sell	3,456 -22	-0.6%	-$7.02K	0.54%	32
2024 Q3	$952K	Sell	3,478 -1,826	-34%	-$468K	0.46%	33
2024 Q2	$1.36M	Sell	5,304 -3,668	-41%	-$981K	0.7%	22
2024 Q1	$2.7M	Buy	+8,972	New	+$2.59M	1.4%	16

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

Flynn Zito Capital Management's CRM Position: Q1 2026 in Review

Flynn Zito Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 771 shares — an estimated $204K sold.

Flynn Zito Capital Management first reported a position in CRM in Q1 2024 and held it in 7 quarters. The position peaked at $2.7M in Q1 2024. 2,670 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Flynn Zito Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Flynn Zito Capital Management sold 771 Salesforce shares in Q1 2026, an estimated $204K.
Flynn Zito Capital Management first reported a position in Salesforce in Q1 2024 and held it in 7 quarters.
Flynn Zito Capital Management's Salesforce position peaked at $2.7M in Q1 2024.
2,670 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Flynn Zito Capital Management's 13F filing for Q1 2026, filed 4 May 2026.