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IQ EQ Fund Management’s Salesforce CRM Stock Holding History

IQ EQ Fund Management’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 		$1.13M Sell
6,062
-423
-7% -$87.6K 0.09% 199
2025
Q4 		$1.72M Sell
6,485
-558
-8% -$139K 0.12% 151
2025
Q3 		$1.67M Buy
7,043
+4,037
+134% +$1.02M 0.11% 161
2025
Q2 		$820K Buy
3,006
+1,100
+58% +$294K 0.07% 235
2025
Q1 		$511K Buy
+1,906
New +$593K 0.06% 242

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

IQ EQ Fund Management's CRM Position: Q1 2026 in Review

IQ EQ Fund Management reduced its Salesforce (CRM) stake by 6.5% in Q1 2026, selling an estimated $87.6K and leaving 6,062 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #199.

IQ EQ Fund Management first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.72M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • IQ EQ Fund Management held 6,062 shares of Salesforce worth $1.13M as of Q1 2026.
  • IQ EQ Fund Management sold 423 Salesforce shares in Q1 2026, an estimated $87.6K.
  • Salesforce made up 0.09% of IQ EQ Fund Management's portfolio in Q1 2026, its #199 holding.
  • IQ EQ Fund Management first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • IQ EQ Fund Management's Salesforce position peaked at $1.72M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.