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Sentry Investment Management’s Salesforce CRM Stock Holding History

Sentry Investment 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 		– Sell
-2,445
Closed -$648K – 115
2025
Q4 		$648K Hold
2,445
– – 0.43% 39
2025
Q3 		$588K Sell
2,445
-423
-15% -$107K 0.39% 39
2025
Q2 		$785K Hold
2,868
– – 0.43% 37
2025
Q1 		$700K Buy
2,868
+500
+21% +$156K 0.47% 35
2024
Q4 		$792K Sell
2,368
-2,037
-46% -$650K 0.38% 47
2024
Q3 		$1.21M Buy
4,405
+184
+4% +$47.1K 0.51% 36
2024
Q2 		$1.08M Sell
4,221
-1,233
-23% -$330K 0.48% 36
2024
Q1 		$1.64M Buy
5,454
+347
+7% +$100K 0.64% 26
2023
Q4 		$1.34M Sell
5,107
-549
-10% -$124K 0.58% 27
2023
Q3 		$1.15M Buy
5,656
+1,707
+43% +$369K 0.55% 29
2023
Q2 		$834K Sell
3,949
-555
-12% -$113K 0.32% 70
2023
Q1 		$900K Sell
4,504
-846
-16% -$143K 0.37% 60
2022
Q4 		$709K Sell
5,350
-1,567
-23% -$229K 0.31% 73
2022
Q3 		$995K Buy
6,917
+179
+3% +$30.4K 0.47% 41
2022
Q2 		$1.11M Sell
6,738
-922
-12% -$163K 0.5% 41
2022
Q1 		$1.63M Buy
7,660
+2,959
+63% +$637K 0.52% 39
2021
Q4 		$1.2M Sell
4,701
-3,904
-45% -$1.1M 0.31% 78
2021
Q3 		$2.33M Sell
8,605
-1,156
-12% -$294K 0.68% 21
2021
Q2 		$2.38M Hold
9,761
– – 0.61% 25
2021
Q1 		$2.07M Sell
9,761
-37,083
-79% -$8.26M 0.57% 32
2020
Q4 		$10.4M Buy
46,844
+5,044
+12% +$1.23M 0.52% 39
2020
Q3 		$10.5M Sell
41,800
-9,896
-19% -$2.17M 0.58% 35
2020
Q2 		$9.68M Sell
51,696
-3,598
-7% -$606K 0.59% 35
2020
Q1 		$7.96M Hold
55,294
– – 0.59% 40
2019
Q4 		$8.99M Buy
55,294
+1,027
+2% +$161K 0.54% 41
2019
Q3 		$8.05M Buy
54,267
+6,521
+14% +$991K 0.53% 38
2019
Q2 		$7.25M Buy
47,746
+1,843
+4% +$289K 0.48% 44
2019
Q1 		$7.27M Sell
45,903
-3,913
-8% -$607K 0.5% 47
2018
Q4 		$6.82M Sell
49,816
-433
-0.9% -$59.6K 0.49% 48
2018
Q3 		$7.99M Buy
50,249
+3,619
+8% +$537K 0.49% 48
2018
Q2 		$6.36M Sell
46,630
-2,762
-6% -$352K 0.41% 55
2018
Q1 		$5.74M Sell
49,392
-4,743
-9% -$545K 0.35% 71
2017
Q4 		$5.53M Hold
54,135
– – 0.3% 88
2017
Q3 		$5.06M Buy
54,135
+2,209
+4% +$203K 0.19% 93
2017
Q2 		$4.5M Buy
51,926
+543
+1% +$47.3K 0.18% 102
2017
Q1 		$4.24M Buy
51,383
+1,887
+4% +$151K 0.17% 103
2016
Q4 		$3.39M Buy
49,496
+1,633
+3% +$119K 0.14% 126
2016
Q3 		$3.41M Buy
47,863
+3,921
+9% +$306K 0.15% 118
2016
Q2 		$3.49M Hold
43,942
– – 0.15% 107
2016
Q1 		$3.24M Hold
43,942
– – 0.15% 112
2015
Q4 		$3.44M Sell
43,942
-1,030
-2% -$80.4K 0.16% 107
2015
Q3 		$3.12M Hold
44,972
– – 0.15% 114
2015
Q2 		$3.13M Buy
44,972
+5,972
+15% +$425K 0.15% 126
2015
Q1 		$2.61M Buy
39,000
+2,600
+7% +$161K 0.12% 137
2014
Q4 		$2.16M Buy
36,400
+2,700
+8% +$159K 0.1% 155
2014
Q3 		$1.94M Sell
33,700
-3,477
-9% -$196K 0.1% 158
2014
Q2 		$2.16M Buy
37,177
+5,077
+16% +$274K 0.11% 153
2014
Q1 		$1.83M Hold
32,100
– – 0.1% 165
2013
Q4 		$1.77M Buy
32,100
+2,800
+10% +$150K 0.1% 166
2013
Q3 		$1.52M Buy
29,300
+14,000
+92% +$635K 0.09% 173
2013
Q2 		$584K Buy
+15,300
New +$632K 0.03% 260

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

Sentry Investment Management's CRM Position: Q1 2026 in Review

Sentry Investment Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 2,445 shares — an estimated $648K sold.

Sentry Investment Management first reported a position in CRM in Q2 2013 and held it in 51 quarters. The position peaked at $10.5M in Q3 2020. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sentry Investment Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 2,445 Salesforce shares in Q1 2026, an estimated $648K.
  • Sentry Investment Management first reported a position in Salesforce in Q2 2013 and held it in 51 quarters.
  • Sentry Investment Management's Salesforce position peaked at $10.5M in Q3 2020.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.