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Panoramic Capital Partners’s Salesforce CRM Stock Holding History

Panoramic Capital Partners’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
-801
Closed -$212K – 64
2025
Q4 		$212K Buy
+801
New +$199K 0.13% 60
2025
Q3 		– Sell
-1,087
Closed -$296K – 61
2025
Q2 		$296K Sell
1,087
-25
-2% -$6.68K 0.21% 46
2025
Q1 		$271K Buy
1,112
+446
+67% +$139K 0.28% 40
2024
Q4 		$223K Buy
+666
New +$213K 0.2% 50

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

Panoramic Capital Partners's CRM Position: Q1 2026 in Review

Panoramic Capital Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 801 shares — an estimated $212K sold.

Panoramic Capital Partners first reported a position in CRM in Q4 2024 and held it in 4 quarters. The position peaked at $296K in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Panoramic Capital Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Panoramic Capital Partners sold 801 Salesforce shares in Q1 2026, an estimated $212K.
  • Panoramic Capital Partners first reported a position in Salesforce in Q4 2024 and held it in 4 quarters.
  • Panoramic Capital Partners's Salesforce position peaked at $296K in Q2 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Panoramic Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.