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Heron Bay Capital Management’s Salesforce CRM Stock Holding History

Heron Bay 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 		$19.7M Buy
105,389
+70,662
+203% +$14.6M 1.81% 19
2025
Q4 		$9.2M Sell
34,727
-1,147
-3% -$285K 1.75% 21
2025
Q3 		$8.5M Buy
35,874
+16,792
+88% +$4.24M 1.59% 20
2025
Q2 		$5.2M Buy
19,082
+1,135
+6% +$303K 1.02% 31
2025
Q1 		$4.82M Buy
+17,947
New +$5.58M 1.01% 34

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

Heron Bay Capital Management's CRM Position: Q1 2026 in Review

Heron Bay Capital Management increased its Salesforce (CRM) stake by 203% in Q1 2026, buying an estimated $14.6M and bringing the position to 105,389 shares worth $19.7M. The position accounts for 1.81% of the portfolio, ranked #19.

Heron Bay Capital Management first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Heron Bay Capital Management held 105,389 shares of Salesforce worth $19.7M as of Q1 2026.
  • Heron Bay Capital Management bought 70,662 Salesforce shares in Q1 2026, an estimated $14.6M.
  • Salesforce made up 1.81% of Heron Bay Capital Management's portfolio in Q1 2026, its #19 holding.
  • Heron Bay Capital Management first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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