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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
2025
Q1 		– Sell
-5,000
Closed -$1.67M – 1250
2024
Q4 		$1.67M Buy
+5,000
New +$1.6M 0.1% 222
2022
Q3 		– Sell
-1,400
Closed -$231K – 1628
2022
Q2 		$231K Sell
1,400
-4,200
-75% -$742K 0.01% 1215
2022
Q1 		$1.19M Sell
5,600
-5,100
-48% -$1.1M 0.03% 525
2021
Q4 		$2.72M Buy
10,700
+1,900
+22% +$534K 0.07% 231
2021
Q3 		$2.39M Buy
8,800
+7,600
+633% +$1.93M 0.06% 252
2021
Q2 		$293K Sell
1,200
-42,500
-97% -$9.8M 0.01% 1205
2021
Q1 		$9.26M Buy
43,700
+38,200
+695% +$8.5M 0.24% 45
2020
Q4 		$1.22M Sell
5,500
-15,000
-73% -$3.65M 0.03% 415
2020
Q3 		$5.15M Buy
20,500
+10,500
+105% +$2.3M 0.25% 56
2020
Q2 		$1.87M Hold
10,000
– – 0.1% 174
2020
Q1 		$1.44M Sell
10,000
-14,300
-59% -$2.45M 0.1% 148
2019
Q4 		$3.95M Buy
+24,300
New +$3.81M 0.15% 91
2019
Q2 		– Sell
-6,100
Closed -$966K – 1748
2019
Q1 		$966K Sell
6,100
-1,100
-15% -$170K 0.05% 337
2018
Q4 		$986K Buy
+7,200
New +$990K 0.07% 322
2015
Q1 		– Sell
-4,000
Closed -$237K – 1969
2014
Q4 		$237K Hold
4,000
– – 0.03% 581
2014
Q3 		$230K Hold
4,000
– – 0.03% 660
2014
Q2 		$232K Hold
4,000
– – 0.03% 683
2014
Q1 		$228K Sell
4,000
-4,000
-50% -$239K 0.03% 685
2013
Q4 		$442K Sell
8,000
-3,700
-32% -$198K 0.07% 388
2013
Q3 		$607K Buy
11,700
+3,700
+46% +$168K 0.1% 242
2013
Q2 		$305K Buy
+8,000
New +$330K 0.07% 361

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Prelude Capital Management's CRM Position: Q2 2026 in Review

Prelude Capital Management increased its Salesforce (CRM) stake by 32% in Q2 2026, buying an estimated $287K and bringing the position to 6,681 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #292.

Prelude Capital Management first reported a position in CRM in Q2 2013 and has held it in 46 quarters since. The position peaked at $4.78M in Q1 2021. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Prelude Capital Management held 6,681 shares of Salesforce worth $1.05M as of Q2 2026.
  • Prelude Capital Management bought 1,632 Salesforce shares in Q2 2026, an estimated $287K.
  • Salesforce made up 0.08% of Prelude Capital Management's portfolio in Q2 2026, its #292 holding.
  • Prelude Capital Management first reported a position in Salesforce in Q2 2013 and has held it in 46 quarters since.
  • Prelude Capital Management's Salesforce position peaked at $4.78M in Q1 2021.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.