IC
CRM icon

IEQ Capital’s Salesforce CRM Stock Holding History

IEQ 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
2026
Q1 		$108M Buy
576,672
+25,951
+5% +$5.38M 0.5% 30
2025
Q4 		$146M Buy
550,721
+16,197
+3% +$4.03M 0.44% 23
2025
Q3 		$127M Buy
534,524
+170,563
+47% +$43M 0.38% 26
2025
Q2 		$99.2M Sell
363,961
-2,901
-0.8% -$776K 0.61% 24
2025
Q1 		$98.5M Buy
366,862
+46,003
+14% +$14.3M 0.78% 21
2024
Q4 		$107M Sell
320,859
-57,270
-15% -$18.3M 1.04% 17
2024
Q3 		$103M Sell
378,129
-852
-0.2% -$218K 1.27% 15
2024
Q2 		$97.4M Sell
378,981
-29,441
-7% -$7.88M 1.31% 17
2024
Q1 		$123M Buy
408,422
+4,304
+1% +$1.24M 1.77% 15
2023
Q4 		$106M Buy
404,118
+3,736
+0.9% +$846K 1.77% 13
2023
Q3 		$81.2M Buy
400,382
+8,703
+2% +$1.88M 1.65% 13
2023
Q2 		$82.7M Sell
391,679
-62,799
-14% -$12.8M 1.67% 13
2023
Q1 		$90.8M Sell
454,478
-45,407
-9% -$7.67M 2.11% 11
2022
Q4 		$66.3M Buy
499,885
+36,303
+8% +$5.3M 1.86% 11
2022
Q3 		$66.7M Sell
463,582
-96,471
-17% -$16.4M 1.83% 12
2022
Q2 		$92.4M Buy
560,053
+1,676
+0.3% +$296K 2.8% 8
2022
Q1 		$119M Buy
558,377
+12,249
+2% +$2.64M 2.82% 10
2021
Q4 		$139M Buy
546,128
+126,673
+30% +$35.6M 3.21% 7
2021
Q3 		$114M Buy
419,455
+284,360
+210% +$72.2M 3.02% 7
2021
Q2 		$33M Buy
135,095
+18,315
+16% +$4.22M 0.97% 21
2021
Q1 		$24.7M Buy
116,780
+16,853
+17% +$3.75M 1.02% 18
2020
Q4 		$22.2M Sell
99,927
-3,291
-3% -$800K 0.99% 21
2020
Q3 		$25.9M Buy
103,218
+1,764
+2% +$386K 1.39% 15
2020
Q2 		$19M Buy
101,454
+21,015
+26% +$3.54M 1.23% 15
2020
Q1 		$11.6M Buy
80,439
+44,664
+125% +$7.66M 0.93% 23
2019
Q4 		$5.82M Buy
+35,775
New +$5.61M 0.51% 30

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

IEQ Capital's CRM Position: Q1 2026 in Review

IEQ Capital increased its Salesforce (CRM) stake by 4.7% in Q1 2026, buying an estimated $5.38M and bringing the position to 576,672 shares worth $108M. The position accounts for 0.5% of the portfolio, ranked #30.

IEQ Capital first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $146M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • IEQ Capital held 576,672 shares of Salesforce worth $108M as of Q1 2026.
  • IEQ Capital bought 25,951 Salesforce shares in Q1 2026, an estimated $5.38M.
  • Salesforce made up 0.5% of IEQ Capital's portfolio in Q1 2026, its #30 holding.
  • IEQ Capital first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Salesforce position peaked at $146M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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