PKO Investment Management Joint-Stock’s Salesforce CRM Stock Holding History

PKO Investment Management Joint-Stock’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	-7,000	Closed	-$1.85M	–	225
2025 Q4	$1.85M	Sell	7,000 -7,000	-50%	-$1.74M	0.15%	119
2025 Q3	$3.32M	Sell	14,000 -8,000	-36%	-$2.02M	0.28%	76
2025 Q2	$6M	Buy	22,000 +7,000	+47%	+$1.87M	0.64%	40
2025 Q1	$4.03M	Buy	+15,000	New	+$4.67M	0.46%	51
2024 Q4	–	Sell	-7,000	Closed	-$1.92M	–	158
2024 Q3	$1.92M	Sell	7,000 -5,590	-44%	-$1.43M	0.24%	71
2024 Q2	$3.24M	Buy	12,590 +3,000	+31%	+$803K	0.4%	45
2024 Q1	$2.9M	Buy	9,590 +3,590	+60%	+$1.04M	0.35%	52
2023 Q4	$1.58M	Hold	6,000	–	–	0.2%	85
2023 Q3	$1.22M	Hold	6,000	–	–	0.16%	87
2023 Q2	$1.27M	Sell	6,000 -4,000	-40%	-$817K	0.16%	96
2023 Q1	$2M	Sell	10,000 -30,000	-75%	-$5.07M	0.26%	73
2022 Q4	$5.3M	Hold	40,000	–	–	0.77%	29
2022 Q3	$5.75M	Buy	40,000 +22,000	+122%	+$3.73M	0.98%	25
2022 Q2	$2.97M	Sell	18,000 -5,000	-22%	-$883K	0.43%	53
2022 Q1	$4.88M	Sell	23,000 -17,000	-43%	-$3.66M	0.59%	43
2021 Q4	$10.2M	Buy	+40,000	New	+$11.2M	1.15%	22

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

PKO Investment Management Joint-Stock's CRM Position: Q1 2026 in Review

PKO Investment Management Joint-Stock sold out of Salesforce (CRM) in Q1 2026, closing a stake of 7,000 shares — an estimated $1.85M sold.

PKO Investment Management Joint-Stock first reported a position in CRM in Q4 2021 and held it in 16 quarters. The position peaked at $10.2M in Q4 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

PKO Investment Management Joint-Stock reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
PKO Investment Management Joint-Stock sold 7,000 Salesforce shares in Q1 2026, an estimated $1.85M.
PKO Investment Management Joint-Stock first reported a position in Salesforce in Q4 2021 and held it in 16 quarters.
PKO Investment Management Joint-Stock's Salesforce position peaked at $10.2M in Q4 2021.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q1 2026, filed 17 Apr 2026.