Marathon Trading Investment Management’s Salesforce CRM Stock Holding History

Marathon Trading Investment 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
2025 Q2	–	Sell	-3,700	Closed	-$993K	–	303
2025 Q1	$993K	Sell	3,700 -16,300	-82%	-$5.07M	0.13%	91
2024 Q4	$6.69M	Buy	+20,000	New	+$6.38M	0.37%	51
2024 Q1	–	Sell	-141,300	Closed	-$37.2M	–	383
2023 Q4	$37.2M	Buy	141,300 +140,400	+15,600%	+$31.8M	1.86%	15
2023 Q3	$183K	Sell	900 -2,400	-73%	-$519K	0.02%	225
2023 Q2	$697K	Sell	3,300 -900	-21%	-$184K	0.06%	113
2023 Q1	$839K	Buy	+4,200	New	+$709K	0.06%	113
2021 Q4	–	Sell	-1,800	Closed	-$488K	–	324
2021 Q3	$488K	Buy	+1,800	New	+$457K	0.04%	216
2021 Q2	–	Sell	-10,900	Closed	-$2.31M	–	317
2021 Q1	$2.31M	Buy	10,900 +2,900	+36%	+$646K	0.21%	75
2020 Q4	$1.78M	Sell	8,000 -7,500	-48%	-$1.82M	0.09%	112
2020 Q3	$3.9M	Buy	+15,500	New	+$3.39M	0.3%	47
2014 Q3	–	Sell	-7,500	Closed	-$435K	–	306
2014 Q2	$435K	Buy	7,500 +2,500	+50%	+$135K	0.01%	229
2014 Q1	$285K	Buy	+5,000	New	+$299K	0.01%	221
2013 Q3	–	Sell	-12,600	Closed	-$481K	–	147
2013 Q2	$481K	Buy	+12,600	New	+$520K	0.03%	96

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

Marathon Trading Investment Management's CRM Position: Q1 2026 in Review

Marathon Trading Investment Management opened a new position in Salesforce (CRM) in Q1 2026: 2,250 shares worth $420K. The stake represents 0.01% of the portfolio and ranks #137 among its holdings. This is a return to the name: Marathon Trading Investment Management previously reported a position in CRM as recently as Q1 2025.

Marathon Trading Investment Management first reported a position in CRM in Q4 2014 and has held it in 12 quarters since. The position peaked at $36.5M in Q4 2023. 2,673 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Marathon Trading Investment Management held 2,250 shares of Salesforce worth $420K as of Q1 2026.
Salesforce was a new Marathon Trading Investment Management position in Q1 2026.
Salesforce made up 0.01% of Marathon Trading Investment Management's portfolio in Q1 2026, its #137 holding.
Marathon Trading Investment Management first reported a position in Salesforce in Q4 2014 and has held it in 12 quarters since.
Marathon Trading Investment Management's Salesforce position peaked at $36.5M in Q4 2023.
2,673 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Marathon Trading Investment Management's 13F filing for Q1 2026, filed 14 May 2026.