SCM
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SCS Capital Management’s Salesforce CRM Stock Holding History

SCS Capital Management’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 		$1.58M Sell
8,467
-2,225
-21% -$461K 0.02% 223
2025
Q4 		$2.84M Buy
10,692
+136
+1% +$33.8K 0.03% 187
2025
Q3 		$2.51M Sell
10,556
-676
-6% -$170K 0.03% 192
2025
Q2 		$3.07M Buy
11,232
+4
+0% +$1.07K 0.03% 187
2025
Q1 		$3.01M Buy
+11,228
New +$3.49M 0.04% 161

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

SCS Capital Management's CRM Position: Q1 2026 in Review

SCS Capital Management reduced its Salesforce (CRM) stake by 21% in Q1 2026, selling an estimated $461K and leaving 8,467 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #223.

SCS Capital Management first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.07M in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • SCS Capital Management held 8,467 shares of Salesforce worth $1.58M as of Q1 2026.
  • SCS Capital Management sold 2,225 Salesforce shares in Q1 2026, an estimated $461K.
  • Salesforce made up 0.02% of SCS Capital Management's portfolio in Q1 2026, its #223 holding.
  • SCS Capital Management first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's Salesforce position peaked at $3.07M in Q2 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.