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Saxon Interests’s Salesforce CRM Stock Holding History

Saxon Interests’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 		– Sell
-777
Closed -$206K – 230
2025
Q4 		$206K Buy
+777
New +$193K 0.07% 200
2025
Q3 		– Sell
-1,181
Closed -$317K – 210
2025
Q2 		$317K Hold
1,181
– – 0.15% 135
2025
Q1 		$317K Buy
1,181
+470
+66% +$146K 0.15% 135
2024
Q4 		$238K Buy
+711
New +$227K 0.1% 163
2023
Q4 		– Sell
-12,052
Closed -$2.44M – 190
2023
Q3 		$2.44M Buy
+12,052
New +$2.6M 1.64% 19

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Saxon Interests's CRM Position: Q1 2026 in Review

Saxon Interests sold out of Salesforce (CRM) in Q1 2026, closing a stake of 777 shares — an estimated $206K sold.

Saxon Interests first reported a position in CRM in Q3 2023 and held it in 5 quarters. The position peaked at $2.44M in Q3 2023. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Saxon Interests reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Saxon Interests sold 777 Salesforce shares in Q1 2026, an estimated $206K.
  • Saxon Interests first reported a position in Salesforce in Q3 2023 and held it in 5 quarters.
  • Saxon Interests's Salesforce position peaked at $2.44M in Q3 2023.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.