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HeadInvest LLC’s Salesforce CRM Stock Holding History

HeadInvest LLC’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
-1,187
Closed -$314K – 226
2025
Q4 		$314K Sell
1,187
-612
-34% -$152K 0.06% 179
2025
Q3 		$426K Sell
1,799
-55
-3% -$13.9K 0.09% 154
2025
Q2 		$506K Sell
1,854
-250
-12% -$66.8K 0.11% 139
2025
Q1 		$565K Buy
2,104
+8
+0.4% +$2.49K 0.11% 137
2024
Q4 		$701K Sell
2,096
-98
-4% -$31.3K 0.13% 121
2024
Q3 		$601K Sell
2,194
-15
-0.7% -$3.84K 0.11% 136
2024
Q2 		$568K Sell
2,209
-220
-9% -$58.9K 0.11% 130
2024
Q1 		$732K Sell
2,429
-21
-0.9% -$6.06K 0.14% 107
2023
Q4 		$645K Sell
2,450
-57
-2% -$12.9K 0.13% 114
2023
Q3 		$511K Sell
2,507
-22
-0.9% -$4.75K 0.11% 125
2023
Q2 		$528K Buy
2,529
+1
+0% +$204 0.11% 127
2023
Q1 		$505K Sell
2,528
-2,432
-49% -$411K 0.11% 135
2022
Q4 		$658K Sell
4,960
-426
-8% -$62.2K 0.15% 107
2022
Q3 		$775K Buy
5,386
+172
+3% +$29.2K 0.19% 92
2022
Q2 		$861K Buy
5,214
+261
+5% +$46.1K 0.19% 91
2022
Q1 		$1.05M Buy
4,953
+188
+4% +$40.5K 0.2% 87
2021
Q4 		$1.21M Buy
4,765
+168
+4% +$47.2K 0.21% 84
2021
Q3 		$1.25M Sell
4,597
-167
-4% -$42.4K 0.24% 79
2021
Q2 		$1.16M Buy
4,764
+210
+5% +$48.4K 0.22% 80
2021
Q1 		$964K Buy
4,554
+1,582
+53% +$352K 0.2% 83
2020
Q4 		$661K Buy
2,972
+1,250
+73% +$304K 0.14% 110
2020
Q3 		$433K Buy
1,722
+20
+1% +$4.38K 0.13% 118
2020
Q2 		$319K Buy
1,702
+164
+11% +$27.6K 0.1% 128
2020
Q1 		$221K Buy
1,538
+60
+4% +$10.3K 0.08% 143
2019
Q4 		$240K Buy
+1,478
New +$232K 0.07% 177

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HeadInvest LLC's CRM Position: Q1 2026 in Review

HeadInvest LLC sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,187 shares — an estimated $314K sold.

HeadInvest LLC first reported a position in CRM in Q4 2019 and held it in 25 quarters. The position peaked at $1.25M in Q3 2021. 2,693 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • HeadInvest LLC reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • HeadInvest LLC sold 1,187 Salesforce shares in Q1 2026, an estimated $314K.
  • HeadInvest LLC first reported a position in Salesforce in Q4 2019 and held it in 25 quarters.
  • HeadInvest LLC's Salesforce position peaked at $1.25M in Q3 2021.
  • 2,693 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on HeadInvest LLC's 13F filing for Q1 2026, filed 15 May 2026.