Princeton Capital Management’s Salesforce CRM Stock Holding History

Princeton 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	$349K	Sell	1,872 -2,123	-53%	-$440K	0.1%	102
2025 Q4	$1.06M	Sell	3,995 -1,544	-28%	-$384K	0.27%	47
2025 Q3	$1.31M	Sell	5,539 -104	-2%	-$26.2K	0.35%	42
2025 Q2	$1.54M	Buy	5,643 +224	+4%	+$59.9K	0.46%	38
2025 Q1	$1.45M	Buy	+5,419	New	+$1.69M	0.51%	35
2024 Q4	–	Sell	-999	Closed	-$273K	–	124
2024 Q3	$273K	Buy	999 +26	+3%	+$6.66K	0.09%	80
2024 Q2	$250K	Sell	973 -225	-19%	-$60.2K	0.08%	85
2024 Q1	$361K	Hold	1,198	–	–	0.13%	74
2023 Q4	$315K	Hold	1,198	–	–	0.13%	75
2023 Q3	$243K	Hold	1,198	–	–	0.11%	77
2023 Q2	$253K	Buy	1,198 +25	+2%	+$5.1K	0.11%	76
2023 Q1	$234K	Buy	+1,173	New	+$198K	0.1%	84
2022 Q3	–	Sell	-1,257	Closed	-$207K	–	94
2022 Q2	$207K	Buy	1,257 +3	+0.2%	+$530	0.08%	89
2022 Q1	$266K	Buy	1,254 +50	+4%	+$10.8K	0.08%	90
2021 Q4	$306K	Hold	1,204	–	–	0.09%	90
2021 Q3	$327K	Hold	1,204	–	–	0.1%	84
2021 Q2	$294K	Sell	1,204 -1,425	-54%	-$328K	0.09%	90
2021 Q1	$557K	Buy	2,629 +79	+3%	+$17.6K	0.19%	64
2020 Q4	$567K	Buy	2,550 +36	+1%	+$8.76K	0.2%	62
2020 Q3	$632K	Buy	2,514 +94	+4%	+$20.6K	0.25%	55
2020 Q2	$453K	Buy	2,420 +779	+47%	+$131K	0.2%	62
2020 Q1	$269K	Buy	+1,641	New	+$281K	0.14%	73
2019 Q4	–	Sell	-215	Closed	-$32K	–	121
2019 Q3	$32K	Buy	215 +165	+330%	+$25.1K	0.02%	171
2019 Q2	$8K	Hold	50	–	–	﹤0.01%	212
2019 Q1	$8K	Hold	50	–	–	﹤0.01%	205
2018 Q4	$7K	Buy	+50	New	+$6.88K	﹤0.01%	219

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

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

Princeton Capital Management reduced its Salesforce (CRM) stake by 53% in Q1 2026, selling an estimated $440K and leaving 1,872 shares worth $349K. The position accounts for 0.1% of the portfolio, ranked #102.

Princeton Capital Management first reported a position in CRM in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.54M in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Princeton Capital Management held 1,872 shares of Salesforce worth $349K as of Q1 2026.
Princeton Capital Management sold 2,123 Salesforce shares in Q1 2026, an estimated $440K.
Salesforce made up 0.1% of Princeton Capital Management's portfolio in Q1 2026, its #102 holding.
Princeton Capital Management first reported a position in Salesforce in Q4 2018 and has held it in 26 quarters since.
Princeton Capital Management's Salesforce position peaked at $1.54M in Q2 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Princeton Capital Management's 13F filing for Q1 2026, filed 8 May 2026.