Islay Capital Management’s Salesforce CRM Stock Holding History

Islay Capital 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	–	Sell	-60	Closed	-$15.9K	–	211
2025 Q4	$15.9K	Hold	60	–	–	0.01%	156
2025 Q3	$14.2K	Hold	60	–	–	0.01%	162
2025 Q2	$16.4K	Sell	60 -25	-29%	-$6.68K	0.01%	146
2025 Q1	$22.8K	Hold	85	–	–	0.02%	134
2024 Q4	$28.4K	Hold	85	–	–	0.02%	142
2024 Q3	$23.3K	Hold	85	–	–	0.02%	146
2024 Q2	$21.9K	Buy	+85	New	+$22.7K	0.02%	153
2022 Q2	–	Sell	-88	Closed	-$19K	–	284
2022 Q1	$19K	Sell	88 -328	-79%	-$70.6K	0.02%	222
2021 Q4	$106K	Sell	416 -1,133	-73%	-$318K	0.08%	154
2021 Q3	$420K	Buy	1,549 +115	+8%	+$29.2K	0.32%	54
2021 Q2	$350K	Sell	1,434 -413	-22%	-$95.2K	0.28%	59
2021 Q1	$391K	Buy	1,847 +1,759	+1,999%	+$392K	0.32%	54
2020 Q4	$20K	Hold	88	–	–	0.02%	213
2020 Q3	$22K	Buy	+88	New	+$19.3K	0.02%	208

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

Islay Capital Management's CRM Position: Q1 2026 in Review

Islay Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 60 shares — an estimated $15.9K sold.

Islay Capital Management first reported a position in CRM in Q3 2020 and held it in 14 quarters. The position peaked at $420K in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Islay Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Islay Capital Management sold 60 Salesforce shares in Q1 2026, an estimated $15.9K.
Islay Capital Management first reported a position in Salesforce in Q3 2020 and held it in 14 quarters.
Islay Capital Management's Salesforce position peaked at $420K in Q3 2021.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.