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Interchange Capital Partners’s Salesforce CRM Stock Holding History

Interchange Capital Partners’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 		$1.23M Sell
4,759
-416
-8% -$86.2K 0.39% 63
2025
Q4 		$1.37M Buy
5,175
+267
+5% +$66.4K 0.25% 81
2025
Q3 		$1.16M Buy
4,908
+305
+7% +$76.9K 0.23% 85
2025
Q2 		$1.26M Buy
4,603
+185
+4% +$49.5K 0.29% 70
2025
Q1 		$1.19M Buy
4,418
+352
+9% +$109K 0.33% 68
2024
Q4 		$1.36M Sell
4,066
-314
-7% -$100K 0.49% 59
2024
Q3 		$1.2M Sell
4,380
-617
-12% -$158K 0.42% 64
2024
Q2 		$1.28M Buy
4,997
+2,413
+93% +$646K 0.47% 57
2024
Q1 		$785K Sell
2,584
-255
-9% -$73.6K 0.53% 51
2023
Q4 		$746K Sell
2,839
-299
-10% -$67.7K 0.56% 46
2023
Q3 		$637K Buy
3,138
+579
+23% +$125K 0.51% 49
2023
Q2 		$540K Sell
2,559
-1,809
-41% -$369K 0.41% 65
2023
Q1 		$879K Buy
4,368
+2,146
+97% +$362K 0.48% 58
2022
Q4 		$295K Buy
2,222
+193
+10% +$28.2K 0.3% 79
2022
Q3 		$291K Buy
2,029
+20
+1% +$3.39K 0.32% 88
2022
Q2 		$331K Buy
2,009
+286
+17% +$50.5K 0.37% 85
2022
Q1 		$365K Buy
+1,723
New +$371K 0.38% 94
2021
Q4 		– Sell
-1,655
Closed -$448K – 158
2021
Q3 		$448K Sell
1,655
-73
-4% -$18.5K 0.75% 50
2021
Q2 		$422K Sell
1,728
-140
-7% -$32.3K 0.65% 56
2021
Q1 		$405K Sell
1,868
-116
-6% -$25.8K 0.22% 140
2020
Q4 		$441K Buy
+1,984
New +$482K 0.24% 112

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

Interchange Capital Partners's CRM Position: Q1 2026 in Review

Interchange Capital Partners reduced its Salesforce (CRM) stake by 8% in Q1 2026, selling an estimated $86.2K and leaving 4,759 shares worth $1.23M. The position accounts for 0.39% of the portfolio, ranked #63.

Interchange Capital Partners first reported a position in CRM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.37M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Interchange Capital Partners held 4,759 shares of Salesforce worth $1.23M as of Q1 2026.
  • Interchange Capital Partners sold 416 Salesforce shares in Q1 2026, an estimated $86.2K.
  • Salesforce made up 0.39% of Interchange Capital Partners's portfolio in Q1 2026, its #63 holding.
  • Interchange Capital Partners first reported a position in Salesforce in Q4 2020 and has held it in 21 quarters since.
  • Interchange Capital Partners's Salesforce position peaked at $1.37M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.