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Sapient Capital’s Salesforce CRM Stock Holding History

Sapient 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
Q3 		$234K Sell
1,019
-1,198
-54% -$247K ﹤0.01% 358
2026
Q2 		$348K Sell
2,217
-2,728
-55% -$480K ﹤0.01% 309
2026
Q1 		$923K Sell
4,945
-766
-13% -$159K 0.01% 210
2025
Q4 		$1.52M Buy
5,711
+1,256
+28% +$312K 0.02% 172
2025
Q3 		$1.09M Sell
4,455
-316
-7% -$79.7K 0.02% 183
2025
Q2 		$1.3M Sell
4,771
-238
-5% -$63.6K 0.02% 163
2025
Q1 		$1.34M Sell
5,009
-172
-3% -$53.5K 0.03% 170
2024
Q4 		$1.73M Sell
5,181
-61
-1% -$19.5K 0.03% 152
2024
Q3 		$1.44M Sell
5,242
-1
-0% -$256 0.03% 162
2024
Q2 		$1.35M Sell
5,243
-388
-7% -$104K 0.03% 150
2024
Q1 		$1.7M Sell
5,631
-665
-11% -$192K 0.04% 143
2023
Q4 		$1.66M Buy
+6,296
New +$1.42M 0.04% 136

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Sapient Capital's CRM Position: Q3 2026 in Review

Sapient Capital reduced its Salesforce (CRM) stake by 54% in Q3 2026, selling an estimated $247K and leaving 1,019 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Sapient Capital first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q4 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Sapient Capital held 1,019 shares of Salesforce worth $234K as of Q3 2026.
  • Sapient Capital sold 1,198 Salesforce shares in Q3 2026, an estimated $247K.
  • Salesforce made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #358 holding.
  • Sapient Capital first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Salesforce position peaked at $1.73M in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.