GC
CRM icon

Guggenheim Capital’s Salesforce CRM Stock Holding History

Guggenheim Capital’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
2014
Q1 		– Sell
-40,000
Closed -$2.21M – 3284
2013
Q4 		$2.21M Sell
40,000
-47,500
-54% -$2.54M 0.01% 1702
2013
Q3 		$4.59M Buy
+87,500
New +$3.97M 0.02% 1143

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

Guggenheim Capital's CRM Position: Q1 2026 in Review

Guggenheim Capital increased its Salesforce (CRM) stake by 3.5% in Q1 2026, buying an estimated $900K and bringing the position to 128,300 shares worth $23.9M. The position accounts for 0.19% of the portfolio, ranked #108.

Guggenheim Capital first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $123M in Q1 2018. 2,673 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Guggenheim Capital held 128,300 shares of Salesforce worth $23.9M as of Q1 2026.
  • Guggenheim Capital bought 4,343 Salesforce shares in Q1 2026, an estimated $900K.
  • Salesforce made up 0.19% of Guggenheim Capital's portfolio in Q1 2026, its #108 holding.
  • Guggenheim Capital first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
  • Guggenheim Capital's Salesforce position peaked at $123M in Q1 2018.
  • 2,673 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.