PCM
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Parsons Capital Management’s Salesforce CRM Stock Holding History

Parsons 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 		$2.23M Sell
11,952
-4,409
-27% -$913K 0.1% 178
2025
Q4 		$4.33M Sell
16,361
-339
-2% -$84.2K 0.24% 92
2025
Q3 		$3.96M Buy
16,700
+451
+3% +$114K 0.22% 103
2025
Q2 		$4.43M Sell
16,249
-75
-0.5% -$20.1K 0.27% 83
2025
Q1 		$4.38M Sell
16,324
-349
-2% -$109K 0.24% 87
2024
Q4 		$5.57M Sell
16,673
-121
-0.7% -$38.6K 0.3% 71
2024
Q3 		$4.6M Sell
16,794
-70
-0.4% -$17.9K 0.29% 76
2024
Q2 		$4.34M Sell
16,864
-1,724
-9% -$461K 0.3% 70
2024
Q1 		$5.6M Sell
18,588
-506
-3% -$146K 0.38% 60
2023
Q4 		$5.02M Sell
19,094
-300
-2% -$67.9K 0.36% 64
2023
Q3 		$3.93M Sell
19,394
-638
-3% -$138K 0.31% 77
2023
Q2 		$4.23M Hold
20,032
– – 0.32% 73
2023
Q1 		$4M Sell
20,032
-150
-0.7% -$25.3K 0.32% 75
2022
Q4 		$2.68M Sell
20,182
-11,135
-36% -$1.62M 0.22% 101
2022
Q3 		$4.5M Sell
31,317
-3,792
-11% -$643K 0.4% 56
2022
Q2 		$5.79M Sell
35,109
-2,214
-6% -$391K 0.52% 40
2022
Q1 		$7.92M Sell
37,323
-2,123
-5% -$457K 0.6% 35
2021
Q4 		$10M Buy
39,446
+478
+1% +$134K 0.72% 27
2021
Q3 		$10.6M Buy
38,968
+741
+2% +$188K 0.83% 23
2021
Q2 		$9.34M Sell
38,227
-623
-2% -$144K 0.71% 25
2021
Q1 		$8.23M Sell
38,850
-215
-0.6% -$47.9K 0.67% 29
2020
Q4 		$8.69M Sell
39,065
-229
-0.6% -$55.7K 0.75% 25
2020
Q3 		$9.88M Sell
39,294
-78
-0.2% -$17.1K 0.96% 20
2020
Q2 		$7.38M Buy
39,372
+96
+0.2% +$16.2K 0.79% 27
2020
Q1 		$5.66M Buy
39,276
+1,576
+4% +$270K 0.73% 31
2019
Q4 		$6.13M Sell
37,700
-155
-0.4% -$24.3K 0.62% 40
2019
Q3 		$5.62M Buy
37,855
+2,410
+7% +$366K 0.61% 39
2019
Q2 		$5.38M Buy
35,445
+3,150
+10% +$494K 0.59% 41
2019
Q1 		$5.12M Sell
32,295
-529
-2% -$82K 0.56% 42
2018
Q4 		$4.5M Buy
32,824
+94
+0.3% +$12.9K 0.55% 42
2018
Q3 		$5.21M Sell
32,730
-38
-0.1% -$5.64K 0.55% 41
2018
Q2 		$4.47M Buy
32,768
+9,588
+41% +$1.22M 0.51% 44
2018
Q1 		$2.7M Sell
23,180
-600
-3% -$68.9K 0.31% 84
2017
Q4 		$2.43M Hold
23,780
– – 0.27% 97
2017
Q3 		$2.22M Sell
23,780
-30
-0.1% -$2.76K 0.26% 98
2017
Q2 		$2.06M Hold
23,810
– – 0.25% 104
2017
Q1 		$1.96M Sell
23,810
-400
-2% -$32K 0.25% 107
2016
Q4 		$1.66M Buy
24,210
+4,230
+21% +$307K 0.22% 115
2016
Q3 		$1.43M Buy
19,980
+500
+3% +$39K 0.19% 125
2016
Q2 		$1.55M Hold
19,480
– – 0.21% 123
2016
Q1 		$1.44M Buy
19,480
+800
+4% +$55.1K 0.2% 129
2015
Q4 		$1.47M Buy
18,680
+850
+5% +$66.4K 0.21% 123
2015
Q3 		$1.24M Buy
17,830
+775
+5% +$54.9K 0.18% 144
2015
Q2 		$1.19M Buy
17,055
+600
+4% +$42.7K 0.16% 156
2015
Q1 		$1.1M Buy
16,455
+6,075
+59% +$377K 0.15% 146
2014
Q4 		$615K Buy
10,380
+6,075
+141% +$358K 0.08% 204
2014
Q3 		$248K Hold
4,305
– – 0.03% 301
2014
Q2 		$250K Buy
4,305
+50
+1% +$2.7K 0.03% 303
2014
Q1 		$244K Buy
+4,255
New +$254K 0.03% 299

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

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

Parsons Capital Management reduced its Salesforce (CRM) stake by 27% in Q1 2026, selling an estimated $913K and leaving 11,952 shares worth $2.23M. The position accounts for 0.1% of the portfolio, ranked #178.

Parsons Capital Management first reported a position in CRM in Q1 2014 and has held it in 49 quarters since. The position peaked at $10.6M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Parsons Capital Management held 11,952 shares of Salesforce worth $2.23M as of Q1 2026.
  • Parsons Capital Management sold 4,409 Salesforce shares in Q1 2026, an estimated $913K.
  • Salesforce made up 0.1% of Parsons Capital Management's portfolio in Q1 2026, its #178 holding.
  • Parsons Capital Management first reported a position in Salesforce in Q1 2014 and has held it in 49 quarters since.
  • Parsons Capital Management's Salesforce position peaked at $10.6M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.