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Sierra Capital’s Salesforce CRM Stock Holding History

Sierra 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 		$786K Buy
4,211
+565
+15% +$117K 0.09% 140
2025
Q4 		$966K Hold
3,646
– – 0.1% 117
2025
Q3 		$864K Hold
3,646
– – 0.09% 138
2025
Q2 		$994K Buy
3,646
+7
+0.2% +$1.87K 0.11% 124
2025
Q1 		$977K Buy
3,639
+1,249
+52% +$388K 0.12% 118
2024
Q4 		$799K Hold
2,390
– – 0.09% 134
2024
Q3 		$654K Hold
2,390
– – 0.08% 147
2024
Q2 		$614K Hold
2,390
– – 0.08% 140
2024
Q1 		$720K Buy
+2,390
New +$690K 0.09% 132
2023
Q1 		– Sell
-34
Closed -$5K – 269
2022
Q4 		$5K Sell
34
-1,361
-98% -$199K ﹤0.01% 406
2022
Q3 		$201K Sell
1,395
-12
-0.9% -$2.04K 0.04% 172
2022
Q2 		$232K Sell
1,407
-65
-4% -$11.5K 0.04% 178
2022
Q1 		$313K Sell
1,472
-164
-10% -$35.3K 0.05% 167
2021
Q4 		$416K Buy
1,636
+136
+9% +$38.2K 0.06% 157
2021
Q3 		$407K Hold
1,500
– – 0.07% 144
2021
Q2 		$366K Hold
1,500
– – 0.07% 138
2021
Q1 		$318K Buy
+1,500
New +$334K 0.06% 145

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

Sierra Capital's CRM Position: Q1 2026 in Review

Sierra Capital increased its Salesforce (CRM) stake by 15% in Q1 2026, buying an estimated $117K and bringing the position to 4,211 shares worth $786K. The position accounts for 0.09% of the portfolio, ranked #140.

Sierra Capital first reported a position in CRM in Q1 2021 and has held it in 17 quarters since. The position peaked at $994K in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sierra Capital held 4,211 shares of Salesforce worth $786K as of Q1 2026.
  • Sierra Capital bought 565 Salesforce shares in Q1 2026, an estimated $117K.
  • Salesforce made up 0.09% of Sierra Capital's portfolio in Q1 2026, its #140 holding.
  • Sierra Capital first reported a position in Salesforce in Q1 2021 and has held it in 17 quarters since.
  • Sierra Capital's Salesforce position peaked at $994K in Q2 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.