Maxi Investments CY’s Salesforce CRM Stock Holding History

Maxi Investments CY’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	$6.11M	Sell	32,710 -14,300	-30%	-$2.96M	1.33%	14
2025 Q4	$12.5M	Buy	47,010 +1,800	+4%	+$447K	2.26%	9
2025 Q3	$10.7M	Buy	45,210 +12,900	+40%	+$3.25M	2.23%	8
2025 Q2	$8.81M	Sell	32,310 -1,862	-5%	-$498K	1.46%	17
2025 Q1	$9.17M	Buy	34,172 +28,316	+484%	+$8.81M	1.83%	15
2024 Q4	$1.96M	Sell	5,856 -34,118	-85%	-$10.9M	0.38%	43
2024 Q3	$10.9M	Sell	39,974 -4,953	-11%	-$1.27M	2.92%	8
2024 Q2	$11.6M	Buy	44,927 +12,438	+38%	+$3.33M	2.59%	7
2024 Q1	$9.79M	Hold	32,489	–	–	2.62%	7
2023 Q4	$8.55M	Buy	32,489 +19,519	+150%	+$4.42M	2.4%	9
2023 Q3	$2.63M	Hold	12,970	–	–	1.22%	11
2023 Q2	$2.74M	Hold	12,970	–	–	1.96%	16
2023 Q1	$2.59M	Hold	12,970	–	–	1.85%	15
2022 Q4	$1.72M	Hold	12,970	–	–	1.63%	23
2022 Q3	$1.87M	Hold	12,970	–	–	1.41%	26
2022 Q2	$2.14M	Buy	12,970 +2,400	+23%	+$424K	1.53%	25
2022 Q1	$2.24M	Buy	10,570 +8,600	+437%	+$1.85M	1.32%	28
2021 Q4	$501K	Buy	+1,970	New	+$554K	0.27%	47

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

Maxi Investments CY's CRM Position: Q1 2026 in Review

Maxi Investments CY reduced its Salesforce (CRM) stake by 30% in Q1 2026, selling an estimated $2.96M and leaving 32,710 shares worth $6.11M. The position accounts for 1.33% of the portfolio, ranked #14.

Maxi Investments CY first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.5M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Maxi Investments CY held 32,710 shares of Salesforce worth $6.11M as of Q1 2026.
Maxi Investments CY sold 14,300 Salesforce shares in Q1 2026, an estimated $2.96M.
Salesforce made up 1.33% of Maxi Investments CY's portfolio in Q1 2026, its #14 holding.
Maxi Investments CY first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
Maxi Investments CY's Salesforce position peaked at $12.5M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Maxi Investments CY's 13F filing for Q1 2026, filed 14 May 2026.