Regatta Capital Group’s Salesforce CRM Stock Holding History

Regatta Capital Group’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	$1.28M	Sell	6,852 -31	-0.5%	-$6.42K	0.19%	81
2025 Q4	$1.82M	Buy	6,883 +142	+2%	+$35.3K	0.28%	64
2025 Q3	$1.6M	Hold	6,741	–	–	0.25%	68
2025 Q2	$1.84M	Buy	6,741 +95	+1%	+$25.4K	0.32%	58
2025 Q1	$1.78M	Buy	6,646 +129	+2%	+$40.1K	0.35%	56
2024 Q4	$2.18M	Buy	6,517 +64	+1%	+$20.4K	0.42%	39
2024 Q3	$1.77M	Buy	6,453 +204	+3%	+$52.3K	0.34%	55
2024 Q2	$1.61M	Buy	6,249 +357	+6%	+$95.5K	0.35%	55
2024 Q1	$1.77M	Buy	5,892 +133	+2%	+$38.4K	0.4%	51
2023 Q4	$1.52M	Buy	5,759 +132	+2%	+$29.9K	0.4%	53
2023 Q3	$1.14M	Sell	5,627 -70	-1%	-$15.1K	0.36%	57
2023 Q2	$1.2M	Sell	5,697 -324	-5%	-$66.1K	0.38%	55
2023 Q1	$798K	Hold	6,021	–	–	0.28%	79
2022 Q4	$798K	Sell	6,021 -2,186	-27%	-$319K	0.28%	79
2022 Q3	$1.35M	Buy	8,207 +623	+8%	+$106K	0.55%	49
2022 Q2	$1.25M	Buy	7,584 +33	+0.4%	+$5.83K	0.6%	47
2022 Q1	$1.6M	Buy	7,551 +22	+0.3%	+$4.74K	0.55%	44
2021 Q4	$1.91M	Buy	+7,529	New	+$2.12M	0.67%	37

Other funds holding CRM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 $74.9B 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