InceptionR’s Salesforce CRM Stock Holding History

InceptionR’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	$443K	Buy	2,375 +253	+12%	+$52.4K	0.11%	349
2025 Q4	$562K	Sell	2,122 -808	-28%	-$201K	0.16%	244
2025 Q3	$694K	Sell	2,930 -1,346	-31%	-$339K	0.17%	215
2025 Q2	$1.17M	Buy	4,276 +3,084	+259%	+$825K	0.27%	113
2025 Q1	$320K	Buy	+1,192	New	+$371K	0.1%	368
2024 Q2	–	Sell	-4,871	Closed	-$1.47M	–	635
2024 Q1	$1.47M	Buy	4,871 +2,790	+134%	+$805K	0.38%	54
2023 Q4	$548K	Sell	2,081 -1,787	-46%	-$404K	0.39%	87
2023 Q3	$784K	Buy	3,868 +1,386	+56%	+$299K	0.44%	46
2023 Q2	$524K	Buy	2,482 +720	+41%	+$147K	0.28%	134
2023 Q1	$352K	Buy	+1,762	New	+$298K	0.11%	324

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

InceptionR's CRM Position: Q1 2026 in Review

InceptionR increased its Salesforce (CRM) stake by 12% in Q1 2026, buying an estimated $52.4K and bringing the position to 2,375 shares worth $443K. The position accounts for 0.11% of the portfolio, ranked #349.

InceptionR first reported a position in CRM in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.47M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

InceptionR held 2,375 shares of Salesforce worth $443K as of Q1 2026.
InceptionR bought 253 Salesforce shares in Q1 2026, an estimated $52.4K.
Salesforce made up 0.11% of InceptionR's portfolio in Q1 2026, its #349 holding.
InceptionR first reported a position in Salesforce in Q1 2023 and has held it in 10 quarters since.
InceptionR's Salesforce position peaked at $1.47M in Q1 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.