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Red Tortoise LLC’s Salesforce CRM Stock Holding History

Red Tortoise LLC’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 		$57.9K Sell
310
-14
-4% -$2.9K 0.02% 132
2025
Q4 		$85.9K Buy
324
+14
+5% +$3.48K 0.04% 114
2025
Q3 		$73.4K Sell
310
-12
-4% -$3.03K 0.03% 118
2025
Q2 		$87.7K Buy
322
+213
+195% +$56.9K 0.04% 100
2025
Q1 		$29.1K Buy
109
+1
+0.9% +$311 0.02% 131
2024
Q4 		$36.3K Hold
108
– – 0.02% 129
2024
Q3 		$29.6K Hold
108
– – 0.01% 138
2024
Q2 		$27.8K Hold
108
– – 0.02% 137
2024
Q1 		$32.5K Buy
+108
New +$31.2K 0.02% 123
2023
Q3 		– Sell
-15
Closed -$3.17K – 564
2023
Q2 		$3.17K Buy
15
+7
+88% +$1.43K ﹤0.01% 367
2023
Q1 		$1.6K Hold
8
– – ﹤0.01% 478
2022
Q4 		$1.06K Buy
+8
New +$1.17K ﹤0.01% 554
2021
Q4 		– Sell
-8
Closed -$1K – 162
2021
Q3 		$1K Buy
+8
New +$2.03K ﹤0.01% 493

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Red Tortoise LLC's CRM Position: Q1 2026 in Review

Red Tortoise LLC reduced its Salesforce (CRM) stake by 4.3% in Q1 2026, selling an estimated $2.9K and leaving 310 shares worth $57.9K. The position accounts for 0.02% of the portfolio, ranked #132.

Red Tortoise LLC first reported a position in CRM in Q3 2021 and has held it in 13 quarters since. The position peaked at $87.7K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Red Tortoise LLC held 310 shares of Salesforce worth $57.9K as of Q1 2026.
  • Red Tortoise LLC sold 14 Salesforce shares in Q1 2026, an estimated $2.9K.
  • Salesforce made up 0.02% of Red Tortoise LLC's portfolio in Q1 2026, its #132 holding.
  • Red Tortoise LLC first reported a position in Salesforce in Q3 2021 and has held it in 13 quarters since.
  • Red Tortoise LLC's Salesforce position peaked at $87.7K in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.