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Inscription Capital’s Salesforce CRM Stock Holding History

Inscription 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 		$466K Sell
2,495
-792
-24% -$164K 0.05% 384
2025
Q4 		$871K Buy
3,287
+867
+36% +$215K 0.09% 229
2025
Q3 		$573K Buy
2,420
+674
+39% +$170K 0.06% 315
2025
Q2 		$476K Sell
1,746
-807
-32% -$216K 0.07% 224
2025
Q1 		$769K Buy
+2,553
New +$794K 0.13% 126
2024
Q3 		$710K Buy
2,593
+14
+0.5% +$3.59K 0.11% 145
2024
Q2 		$663K Buy
2,579
+26
+1% +$6.96K 0.11% 143
2024
Q1 		$769K Buy
2,553
+320
+14% +$92.3K 0.13% 126
2023
Q4 		$588K Buy
2,233
+22
+1% +$4.98K 0.16% 102
2023
Q3 		$448K Sell
2,211
-635
-22% -$137K 0.15% 110
2023
Q2 		$601K Sell
2,846
-249
-8% -$50.8K 0.19% 89
2023
Q1 		$618K Buy
3,095
+1,142
+58% +$193K 0.16% 103
2022
Q4 		$259K Sell
1,953
-180
-8% -$26.3K 0.09% 171
2022
Q3 		$307K Sell
2,133
-844
-28% -$143K 0.09% 153
2022
Q2 		$491K Sell
2,977
-1,442
-33% -$255K 0.09% 155
2022
Q1 		$938K Sell
4,419
-1,289
-23% -$277K 0.27% 78
2021
Q4 		$1.45M Sell
5,708
-585
-9% -$164K 0.4% 61
2021
Q3 		$1.71M Buy
6,293
+2,400
+62% +$609K 0.54% 50
2021
Q2 		$951K Sell
3,893
-4,122
-51% -$950K 0.11% 137
2021
Q1 		$1.7M Sell
8,015
-662
-8% -$147K 0.58% 49
2020
Q4 		$1.93M Sell
8,677
-5
-0.1% -$1.22K 0.74% 38
2020
Q3 		$2.18M Buy
8,682
+572
+7% +$125K 0.97% 28
2020
Q2 		$1.52M Buy
+8,110
New +$1.37M 0.84% 35

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

Inscription Capital's CRM Position: Q1 2026 in Review

Inscription Capital reduced its Salesforce (CRM) stake by 24% in Q1 2026, selling an estimated $164K and leaving 2,495 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #384.

Inscription Capital first reported a position in CRM in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.18M in Q3 2020. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Inscription Capital held 2,495 shares of Salesforce worth $466K as of Q1 2026.
  • Inscription Capital sold 792 Salesforce shares in Q1 2026, an estimated $164K.
  • Salesforce made up 0.05% of Inscription Capital's portfolio in Q1 2026, its #384 holding.
  • Inscription Capital first reported a position in Salesforce in Q2 2020 and has held it in 23 quarters since.
  • Inscription Capital's Salesforce position peaked at $2.18M in Q3 2020.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.