Mitchell Sinkler & Starr’s Salesforce CRM Stock Holding History

Mitchell Sinkler & Starr’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	-765	Closed	-$203K	–	144
2025 Q4	$203K	Buy	+765	New	+$190K	0.09%	138
2025 Q3	–	Sell	-765	Closed	-$209K	–	144
2025 Q2	$209K	Hold	765	–	–	0.1%	140
2025 Q1	$205K	Hold	765	–	–	0.06%	149
2024 Q4	$256K	Hold	765	–	–	0.07%	146
2024 Q3	$209K	Buy	+765	New	+$196K	0.05%	153
2024 Q2	–	Sell	-765	Closed	-$230K	–	190
2024 Q1	$230K	Buy	+765	New	+$221K	0.06%	151

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

Mitchell Sinkler & Starr's CRM Position: Q1 2026 in Review

Mitchell Sinkler & Starr sold out of Salesforce (CRM) in Q1 2026, closing a stake of 765 shares — an estimated $203K sold.

Mitchell Sinkler & Starr first reported a position in CRM in Q1 2024 and held it in 6 quarters. The position peaked at $256K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Mitchell Sinkler & Starr reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Mitchell Sinkler & Starr sold 765 Salesforce shares in Q1 2026, an estimated $203K.
Mitchell Sinkler & Starr first reported a position in Salesforce in Q1 2024 and held it in 6 quarters.
Mitchell Sinkler & Starr's Salesforce position peaked at $256K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2026, filed 13 Apr 2026.