Prelude Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $942K | Buy |
5,049
+1,090
| +28% | +$226K | 0.07% | 328 |
|
|
2025
Q4 | $1.05M | Sell |
3,959
-1,901
| -32% | -$472K | 0.08% | 289 |
|
|
2025
Q3 | $1.39M | Buy |
+5,860
| New | +$1.48M | 0.11% | 236 |
|
|
2025
Q1 | – | Sell |
-4,606
| Closed | -$1.54M | – | 1249 |
|
|
2024
Q4 | $1.54M | Buy |
+4,606
| New | +$1.47M | 0.1% | 242 |
|
|
2024
Q3 | – | Sell |
-15,818
| Closed | -$4.07M | – | 1327 |
|
|
2024
Q2 | $4.07M | Buy |
15,818
+3,471
| +28% | +$929K | 0.28% | 85 |
|
|
2024
Q1 | $3.72M | Buy |
12,347
+7,943
| +180% | +$2.29M | 0.2% | 102 |
|
|
2023
Q4 | $1.16M | Buy |
+4,404
| New | +$997K | 0.08% | 267 |
|
|
2023
Q3 | – | Sell |
-2,902
| Closed | -$613K | – | 1169 |
|
|
2023
Q2 | $613K | Buy |
2,902
+918
| +46% | +$187K | 0.04% | 402 |
|
|
2023
Q1 | $396K | Sell |
1,984
-686
| -26% | -$116K | 0.02% | 540 |
|
|
2022
Q4 | $354K | Sell |
2,670
-11,994
| -82% | -$1.75M | 0.02% | 719 |
|
|
2022
Q3 | $2.11M | Buy |
14,664
+3,627
| +33% | +$615K | 0.08% | 216 |
|
|
2022
Q2 | $1.82M | Buy |
11,037
+2,827
| +34% | +$500K | 0.05% | 331 |
|
|
2022
Q1 | $1.74M | Buy |
8,210
+1,865
| +29% | +$401K | 0.05% | 391 |
|
|
2021
Q4 | $1.61M | Buy |
6,345
+52
| +0.8% | +$14.6K | 0.04% | 385 |
|
|
2021
Q3 | $1.71M | Buy |
6,293
+4,357
| +225% | +$1.11M | 0.04% | 363 |
|
|
2021
Q2 | $473K | Sell |
1,936
-20,645
| -91% | -$4.76M | 0.01% | 990 |
|
|
2021
Q1 | $4.78M | Buy |
+22,581
| New | +$5.03M | 0.12% | 107 |
|
|
2020
Q4 | – | Sell |
-5,241
| Closed | -$1.27M | – | 1394 |
|
|
2020
Q3 | $1.32M | Buy |
5,241
+3,057
| +140% | +$669K | 0.06% | 227 |
|
|
2020
Q2 | $409K | Sell |
2,184
-1,818
| -45% | -$306K | 0.02% | 526 |
|
|
2020
Q1 | $576K | Sell |
4,002
-2,931
| -42% | -$503K | 0.04% | 299 |
|
|
2019
Q4 | $1.13M | Sell |
6,933
-7,257
| -51% | -$1.14M | 0.04% | 353 |
|
|
2019
Q3 | $2.11M | Buy |
+14,190
| New | +$2.16M | 0.09% | 172 |
|
|
2019
Q2 | – | Sell |
-6,704
| Closed | -$1.06M | – | 1747 |
|
|
2019
Q1 | $1.06M | Sell |
6,704
-5,905
| -47% | -$915K | 0.06% | 316 |
|
|
2018
Q4 | $1.73M | Sell |
12,609
-3,920
| -24% | -$539K | 0.12% | 208 |
|
|
2018
Q3 | $2.63M | Sell |
16,529
-10,264
| -38% | -$1.52M | 0.15% | 129 |
|
|
2018
Q2 | $3.65M | Buy |
26,793
+23,235
| +653% | +$2.96M | 0.23% | 66 |
|
|
2018
Q1 | $414K | Sell |
3,558
-29,084
| -89% | -$3.34M | 0.03% | 488 |
|
|
2017
Q4 | $3.34M | Buy |
32,642
+5,639
| +21% | +$575K | 0.27% | 75 |
|
|
2017
Q3 | $2.52M | Sell |
27,003
-8,587
| -24% | -$790K | 0.23% | 96 |
|
|
2017
Q2 | $3.08M | Buy |
35,590
+7,160
| +25% | +$624K | 0.29% | 70 |
|
|
2017
Q1 | $2.35M | Sell |
28,430
-10,191
| -26% | -$814K | 0.22% | 105 |
|
|
2016
Q4 | $2.64M | Sell |
38,621
-7,536
| -16% | -$547K | 0.32% | 85 |
|
|
2016
Q3 | $3.29M | Buy |
46,157
+39,507
| +594% | +$3.08M | 0.35% | 47 |
|
|
2016
Q2 | $528K | Sell |
6,650
-7,852
| -54% | -$616K | 0.07% | 276 |
|
|
2016
Q1 | $1.07M | Buy |
+14,502
| New | +$999K | 0.15% | 157 |
|
|
2015
Q4 | – | Sell |
-19,982
| Closed | -$1.39M | – | 1486 |
|
|
2015
Q3 | $1.39M | Buy |
19,982
+8,948
| +81% | +$634K | 0.2% | 124 |
|
|
2015
Q2 | $768K | Sell |
11,034
-4,966
| -31% | -$354K | 0.11% | 220 |
|
|
2015
Q1 | $1.07M | Buy |
16,000
+9,500
| +146% | +$589K | 0.15% | 174 |
|
|
2014
Q4 | $386K | Sell |
6,500
-10,100
| -61% | -$596K | 0.06% | 387 |
|
|
2014
Q3 | $955K | Buy |
16,600
+5,800
| +54% | +$327K | 0.13% | 187 |
|
|
2014
Q2 | $627K | Buy |
10,800
+300
| +3% | +$16.2K | 0.08% | 305 |
|
|
2014
Q1 | $599K | Buy |
10,500
+2,000
| +24% | +$120K | 0.08% | 333 |
|
|
2013
Q4 | $469K | Sell |
8,500
-3,800
| -31% | -$203K | 0.08% | 368 |
|
|
2013
Q3 | $638K | Sell |
12,300
-1,246
| -9% | -$56.6K | 0.1% | 235 |
|
|
2013
Q2 | $517K | Buy |
+13,546
| New | +$559K | 0.11% | 245 |
|
Other funds holding CRM
VCM
VPM
Prelude Capital Management's CRM Position: Q1 2026 in Review
Prelude Capital Management increased its Salesforce (CRM) stake by 28% in Q1 2026, buying an estimated $226K and bringing the position to 5,049 shares worth $942K. The position accounts for 0.07% of the portfolio, ranked #328.
Prelude Capital Management first reported a position in CRM in Q2 2013 and has held it in 45 quarters since. The position peaked at $4.78M in Q1 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Prelude Capital Management held 5,049 shares of Salesforce worth $942K as of Q1 2026.
- Prelude Capital Management bought 1,090 Salesforce shares in Q1 2026, an estimated $226K.
- Salesforce made up 0.07% of Prelude Capital Management's portfolio in Q1 2026, its #328 holding.
- Prelude Capital Management first reported a position in Salesforce in Q2 2013 and has held it in 45 quarters since.
- Prelude Capital Management's Salesforce position peaked at $4.78M in Q1 2021.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.