PCM
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Pointe Capital Management’s Salesforce CRM Stock Holding History

Pointe 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 		$588K Sell
3,149
-192
-6% -$39.8K 0.29% 75
2025
Q4 		$885K Sell
3,341
-151
-4% -$37.5K 0.44% 50
2025
Q3 		$828K Buy
3,492
+465
+15% +$117K 0.4% 57
2025
Q2 		$825K Buy
3,027
+63
+2% +$16.8K 0.43% 58
2025
Q1 		$795K Buy
2,964
+54
+2% +$16.8K 0.47% 56
2024
Q4 		$973K Buy
2,910
+24
+0.8% +$7.66K 0.56% 44
2024
Q3 		$790K Buy
2,886
+897
+45% +$230K 0.46% 60
2024
Q2 		$511K Buy
1,989
+4
+0.2% +$1.07K 0.32% 83
2024
Q1 		$598K Buy
1,985
+230
+13% +$66.4K 0.37% 75
2023
Q4 		$462K Buy
1,755
+16
+0.9% +$3.62K 0.32% 85
2023
Q3 		$353K Buy
1,739
+188
+12% +$40.6K 0.26% 95
2023
Q2 		$328K Buy
1,551
+1,221
+370% +$249K 0.25% 104
2023
Q1 		$65.9K Buy
+330
New +$55.7K 0.05% 213

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

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

Pointe Capital Management reduced its Salesforce (CRM) stake by 5.7% in Q1 2026, selling an estimated $39.8K and leaving 3,149 shares worth $588K. The position accounts for 0.29% of the portfolio, ranked #75.

Pointe Capital Management first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $973K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Pointe Capital Management held 3,149 shares of Salesforce worth $588K as of Q1 2026.
  • Pointe Capital Management sold 192 Salesforce shares in Q1 2026, an estimated $39.8K.
  • Salesforce made up 0.29% of Pointe Capital Management's portfolio in Q1 2026, its #75 holding.
  • Pointe Capital Management first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
  • Pointe Capital Management's Salesforce position peaked at $973K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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