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Perbak Capital Partners’s Salesforce CRM Stock Holding History

Perbak 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 		$212K Buy
+1,134
New +$235K 0.05% 286
2025
Q4 		– Sell
-3,030
Closed -$718K – 243
2025
Q3 		$718K Buy
3,030
+2,002
+195% +$505K 0.13% 180
2025
Q2 		$280K Buy
+1,028
New +$275K 0.06% 247

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

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

Perbak Capital Partners opened a new position in Salesforce (CRM) in Q1 2026: 1,134 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #286 among its holdings. This is a return to the name: Perbak Capital Partners previously reported a position in CRM as recently as Q3 2025.

Perbak Capital Partners first reported a position in CRM in Q2 2025 and has held it in 3 quarters since. The position peaked at $718K in Q3 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Perbak Capital Partners held 1,134 shares of Salesforce worth $212K as of Q1 2026.
  • Salesforce was a new Perbak Capital Partners position in Q1 2026.
  • Salesforce made up 0.05% of Perbak Capital Partners's portfolio in Q1 2026, its #286 holding.
  • Perbak Capital Partners first reported a position in Salesforce in Q2 2025 and has held it in 3 quarters since.
  • Perbak Capital Partners's Salesforce position peaked at $718K in Q3 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.