Prelude Capital Management’s Salesforce CRM Stock Holding History

Prelude 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
2023 Q1	–	Sell	-3,900	Closed	-$517K	–	1232
2022 Q4	$517K	Buy	+3,900	New	+$569K	0.03%	554
2022 Q3	–	Sell	-8,100	Closed	-$1.34M	–	1627
2022 Q2	$1.34M	Hold	8,100	–	–	0.04%	420
2022 Q1	$1.72M	Buy	8,100 +1,400	+21%	+$301K	0.05%	398
2021 Q4	$1.7M	Buy	6,700 +5,300	+379%	+$1.49M	0.04%	372
2021 Q3	$380K	Buy	+1,400	New	+$356K	0.01%	1028
2020 Q3	–	Sell	-34,200	Closed	-$6.41M	–	1905
2020 Q2	$6.41M	Buy	+34,200	New	+$5.76M	0.35%	41
2019 Q4	–	Sell	-700	Closed	-$104K	–	1963
2019 Q3	$104K	Buy	+700	New	+$106K	﹤0.01%	941
2019 Q1	–	Sell	-200	Closed	-$27K	–	1805
2018 Q4	$27K	Buy	+200	New	+$27.5K	﹤0.01%	1206
2016 Q4	–	Sell	-5,000	Closed	-$357K	–	1582
2016 Q3	$357K	Buy	+5,000	New	+$390K	0.04%	380

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

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.