Interchange Capital Partners
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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
Q3 		$864K Sell
3,762
-59
-2% -$12.2K 0.14% 135
2026
Q2 		$598K Sell
3,821
-938
-20% -$165K 0.11% 180
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Interchange Capital Partners's CRM Position: Q3 2026 in Review

Interchange Capital Partners reduced its Salesforce (CRM) stake by 1.5% in Q3 2026, selling an estimated $12.2K and leaving 3,762 shares worth $864K. The position accounts for 0.14% of the portfolio, ranked #135.

Interchange Capital Partners first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q4 2025. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Interchange Capital Partners held 3,762 shares of Salesforce worth $864K as of Q3 2026.
  • Interchange Capital Partners sold 59 Salesforce shares in Q3 2026, an estimated $12.2K.
  • Salesforce made up 0.14% of Interchange Capital Partners's portfolio in Q3 2026, its #135 holding.
  • Interchange Capital Partners first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Interchange Capital Partners's Salesforce position peaked at $1.37M in Q4 2025.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.