Next Capital Management’s Salesforce CRM Stock Holding History

Next 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	$2.12M	Buy	+11,350	New	+$2.35M	0.64%	33
2025 Q3	–	Sell	-943	Closed	-$257K	–	141
2025 Q2	$257K	Buy	+943	New	+$252K	0.1%	116
2025 Q1	–	Sell	-1,480	Closed	-$495K	–	129
2024 Q4	$495K	Buy	1,480 +443	+43%	+$141K	0.2%	82
2024 Q3	$284K	Sell	1,037 -1,364	-57%	-$349K	0.12%	104
2024 Q2	$617K	Buy	2,401 +1,109	+86%	+$297K	0.26%	70
2024 Q1	$389K	Buy	+1,292	New	+$373K	0.16%	97
2019 Q4	–	Sell	-80	Closed	-$12K	–	116
2019 Q3	$12K	Sell	80 -324	-80%	-$49.2K	0.01%	224
2019 Q2	$61K	Buy	404 +324	+405%	+$50.8K	0.04%	146
2019 Q1	$13K	Hold	80	–	–	0.01%	212
2018 Q4	$11K	Buy	+80	New	+$11K	0.01%	198

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

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

Next Capital Management opened a new position in Salesforce (CRM) in Q1 2026: 11,350 shares worth $2.12M. The stake represents 0.64% of the portfolio and ranks #33 among its holdings. This is a return to the name: Next Capital Management previously reported a position in CRM as recently as Q2 2025.

Next Capital Management first reported a position in CRM in Q4 2018 and has held it in 10 quarters since. 2,670 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Next Capital Management held 11,350 shares of Salesforce worth $2.12M as of Q1 2026.
Salesforce was a new Next Capital Management position in Q1 2026.
Salesforce made up 0.64% of Next Capital Management's portfolio in Q1 2026, its #33 holding.
Next Capital Management first reported a position in Salesforce in Q4 2018 and has held it in 10 quarters since.
2,670 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.