PCM
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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
Q2 		$288K Sell
1,840
-32
-2% -$5.63K 0.07% 125
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
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

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

Princeton Capital Management reduced its Salesforce (CRM) stake by 1.7% in Q2 2026, selling an estimated $5.63K and leaving 1,840 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #125.

Princeton Capital Management first reported a position in CRM in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.54M in Q2 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Princeton Capital Management held 1,840 shares of Salesforce worth $288K as of Q2 2026.
  • Princeton Capital Management sold 32 Salesforce shares in Q2 2026, an estimated $5.63K.
  • Salesforce made up 0.07% of Princeton Capital Management's portfolio in Q2 2026, its #125 holding.
  • Princeton Capital Management first reported a position in Salesforce in Q4 2018 and has held it in 27 quarters since.
  • Princeton Capital Management's Salesforce position peaked at $1.54M in Q2 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.