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Sage Rhino Capital’s Salesforce CRM Stock Holding History

Sage Rhino Capital’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 		$569K Sell
3,048
-18
-0.6% -$3.73K 0.11% 137
2025
Q4 		$812K Sell
3,066
-116
-4% -$28.8K 0.15% 112
2025
Q3 		$754K Buy
3,182
+6
+0.2% +$1.51K 0.15% 112
2025
Q2 		$866K Buy
3,176
+10
+0.3% +$2.67K 0.18% 96
2025
Q1 		$850K Buy
3,166
+12
+0.4% +$3.73K 0.2% 95
2024
Q4 		$1.05M Sell
3,154
-869
-22% -$277K 0.23% 82
2024
Q3 		$1.1M Buy
4,023
+28
+0.7% +$7.17K 0.24% 84
2024
Q2 		$1.03M Sell
3,995
-47
-1% -$12.6K 0.25% 81
2024
Q1 		$1.22M Sell
4,042
-77
-2% -$22.2K 0.29% 72
2023
Q4 		$1.08M Buy
4,119
+34
+0.8% +$7.7K 0.28% 74
2023
Q3 		$828K Buy
4,085
+1
+0% +$216 0.23% 83
2023
Q2 		$863K Buy
4,084
+34
+0.8% +$6.94K 0.24% 84
2023
Q1 		$809K Buy
4,050
+172
+4% +$29.1K 0.24% 82
2022
Q4 		$514K Sell
3,878
-98
-2% -$14.3K 0.16% 110
2022
Q3 		$572K Sell
3,976
-166
-4% -$28.1K 0.23% 81
2022
Q2 		$684K Buy
4,142
+7
+0.2% +$1.24K 0.26% 68
2022
Q1 		$878K Sell
4,135
-1
-0% -$215 0.27% 67
2021
Q4 		$1.05M Buy
4,136
+59
+1% +$16.6K 0.29% 58
2021
Q3 		$1.11M Buy
4,077
+59
+1% +$15K 0.34% 56
2021
Q2 		$981K Buy
4,018
+48
+1% +$11.1K 0.29% 58
2021
Q1 		$841K Buy
3,970
+13
+0.3% +$2.89K 0.28% 62
2020
Q4 		$881K Buy
3,957
+2,108
+114% +$513K 0.35% 52
2020
Q3 		$465K Sell
1,849
-2,879
-61% -$630K 0.22% 85
2020
Q2 		$886K Buy
4,728
+421
+10% +$70.9K 0.47% 45
2020
Q1 		$620K Buy
4,307
+96
+2% +$16.5K 0.45% 48
2019
Q4 		$759K Sell
4,211
-30
-0.7% -$4.7K 0.43% 50
2019
Q3 		$630K Buy
4,241
+108
+3% +$16.4K 0.4% 52
2019
Q2 		$627K Sell
4,133
-55
-1% -$8.62K 0.4% 53
2019
Q1 		$663K Buy
+4,188
New +$649K 0.44% 50

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

Sage Rhino Capital's CRM Position: Q1 2026 in Review

Sage Rhino Capital reduced its Salesforce (CRM) stake by 0.59% in Q1 2026, selling an estimated $3.73K and leaving 3,048 shares worth $569K. The position accounts for 0.11% of the portfolio, ranked #137.

Sage Rhino Capital first reported a position in CRM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.22M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sage Rhino Capital held 3,048 shares of Salesforce worth $569K as of Q1 2026.
  • Sage Rhino Capital sold 18 Salesforce shares in Q1 2026, an estimated $3.73K.
  • Salesforce made up 0.11% of Sage Rhino Capital's portfolio in Q1 2026, its #137 holding.
  • Sage Rhino Capital first reported a position in Salesforce in Q1 2019 and has held it in 29 quarters since.
  • Sage Rhino Capital's Salesforce position peaked at $1.22M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.