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Novare Capital Management’s Salesforce CRM Stock Holding History

Novare 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
-35,245
Closed -$9.34M – 200
2025
Q4 		$9.34M Buy
35,245
+623
+2% +$155K 0.7% 52
2025
Q3 		$8.21M Buy
34,622
+4
+0% +$1.01K 0.62% 59
2025
Q2 		$9.44M Buy
34,618
+916
+3% +$245K 0.77% 50
2025
Q1 		$9.04M Buy
33,702
+423
+1% +$132K 0.79% 50
2024
Q4 		$11.1M Sell
33,279
-321
-1% -$102K 0.94% 39
2024
Q3 		$9.2M Buy
33,600
+285
+0.9% +$73K 0.78% 56
2024
Q2 		$8.57M Sell
33,315
-771
-2% -$206K 0.77% 50
2024
Q1 		$10.3M Buy
34,086
+385
+1% +$111K 0.93% 44
2023
Q4 		$8.87M Buy
33,701
+2,047
+6% +$463K 0.9% 51
2023
Q3 		$6.42M Buy
31,654
+71
+0.2% +$15.3K 0.72% 58
2023
Q2 		$6.67M Sell
31,583
-1,437
-4% -$293K 0.72% 60
2023
Q1 		$6.6M Buy
33,020
+3,493
+12% +$590K 0.75% 59
2022
Q4 		$3.91M Buy
29,527
+999
+4% +$146K 0.46% 69
2022
Q3 		$4.1M Sell
28,528
-8,326
-23% -$1.41M 0.53% 70
2022
Q2 		$6.08M Buy
36,854
+279
+0.8% +$49.3K 0.75% 63
2022
Q1 		$7.77M Buy
36,575
+77
+0.2% +$16.6K 0.83% 51
2021
Q4 		$9.28M Buy
36,498
+689
+2% +$194K 0.94% 43
2021
Q3 		$9.71M Buy
35,809
+571
+2% +$145K 1.08% 36
2021
Q2 		$8.61M Buy
35,238
+2,591
+8% +$597K 0.96% 44
2021
Q1 		$6.92M Buy
32,647
+9,399
+40% +$2.09M 0.83% 57
2020
Q4 		$5.17M Buy
+23,248
New +$5.65M 0.67% 68

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Novare Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 35,245 shares — an estimated $9.34M sold.

Novare Capital Management first reported a position in CRM in Q4 2020 and held it in 21 quarters. The position peaked at $11.1M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Novare Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Novare Capital Management sold 35,245 Salesforce shares in Q1 2026, an estimated $9.34M.
  • Novare Capital Management first reported a position in Salesforce in Q4 2020 and held it in 21 quarters.
  • Novare Capital Management's Salesforce position peaked at $11.1M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.