Simplex Trading
CRM icon

Simplex Trading’s Salesforce CRM Stock Holding History

Simplex Trading’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 		$127M Sell
679,200
-5,100
-0.7% -$1.06M 0.09% 90
2025
Q4 		$181M Sell
684,300
-226,400
-25% -$56.3M 0.1% 82
2025
Q3 		$216M Buy
910,700
+187,000
+26% +$47.2M 0.11% 86
2025
Q2 		$197M Sell
723,700
-130,200
-15% -$34.8M 0.11% 90
2025
Q1 		$229M Buy
853,900
+49,200
+6% +$15.3M 0.15% 64
2024
Q4 		$269M Buy
804,700
+221,000
+38% +$70.5M 0.15% 67
2024
Q3 		$160M Sell
583,700
-182,300
-24% -$46.7M 0.09% 99
2024
Q2 		$197M Sell
766,000
-88,200
-10% -$23.6M 0.12% 76
2024
Q1 		$257M Buy
854,200
+64,200
+8% +$18.5M 0.15% 65
2023
Q4 		$208M Sell
790,000
-109,600
-12% -$24.8M 0.13% 75
2023
Q3 		$182M Buy
899,600
+42,400
+5% +$9.16M 0.14% 60
2023
Q2 		$181M Sell
857,200
-758,000
-47% -$155M 0.15% 57
2023
Q1 		$323M Buy
1,615,200
+462,700
+40% +$78.2M 0.28% 39
2022
Q4 		$136M Buy
1,152,500
+389,000
+51% +$56.8M 0.15% 94
2022
Q3 		$110M Sell
763,500
-47,900
-6% -$8.12M 0.12% 98
2022
Q2 		$134M Sell
811,400
-64,800
-7% -$11.4M 0.14% 72
2022
Q1 		$186M Sell
876,200
-92,600
-10% -$19.9M 0.17% 69
2021
Q4 		$246M Sell
968,800
-353,000
-27% -$99.2M 0.25% 57
2021
Q3 		$324M Sell
1,321,800
-8,000
-0.6% -$2.03M 0.3% 35
2021
Q2 		$325M Buy
1,329,800
+1,317,246
+10,493% +$304M 0.31% 34
2021
Q1 		$292M Buy
12,554
+5,028
+67% +$1.12M 0.53% 18
2020
Q4 		$167M Buy
7,526
+1,449
+24% +$352K 0.22% 57
2020
Q3 		$153M Buy
6,077
+2,533
+71% +$554K 0.21% 57
2020
Q2 		$66.4M Sell
3,544
-1,715
-33% -$289K 0.11% 108
2020
Q1 		$75.7M Buy
5,259
+2,483
+89% +$426K 0.13% 73
2019
Q4 		$45.1M Sell
2,776
-274
-9% -$43K 0.1% 122
2019
Q3 		$45.3M Sell
3,050
-983
-24% -$149K 0.13% 105
2019
Q2 		$61.2M Sell
4,033
-996
-20% -$156K 0.17% 64
2019
Q1 		$79.6M Sell
5,029
-1,402
-22% -$217K 0.22% 55
2018
Q4 		$88.1M Buy
6,431
+3,422
+114% +$471K 0.26% 44
2018
Q3 		$47.9M Sell
3,009
-990
-25% -$147K 0.15% 90
2018
Q2 		$54.5M Buy
3,999
+553
+16% +$70.6K 0.21% 63
2018
Q1 		$3.8M Sell
3,446
-434
-11% -$49.8K 0.17% 110
2017
Q4 		$3.34M Sell
3,880
-99
-2% -$10.1K 0.14% 122
2017
Q3 		$1.94M Buy
3,979
+5
+0.1% +$460 0.08% 199
2017
Q2 		$1.54M Buy
3,974
+292
+8% +$25.4K 0.07% 236
2017
Q1 		$944K Buy
3,682
+1,217
+49% +$97.2K 0.04% 406
2016
Q4 		$240K Sell
2,465
-421
-15% -$30.6K 0.01% 928
2016
Q3 		$521K Buy
2,886
+1,290
+81% +$101K 0.04% 480
2016
Q2 		$868K Buy
1,596
+88
+6% +$6.91K 0.06% 322
2016
Q1 		$1.71M Buy
1,508
+135
+10% +$9.3K 0.14% 136
2015
Q4 		$2.02M Sell
1,373
-913
-40% -$71.3K 0.16% 106
2015
Q3 		$2.13M Buy
2,286
+1,325
+138% +$93.9K 0.16% 118
2015
Q2 		$431K Sell
961
-16
-2% -$1.14K 0.04% 440
2015
Q1 		$202K Buy
977
+544
+126% +$33.7K 0.02% 718
2014
Q4 		$125K Buy
+433
New +$25.5K 0.02% 812

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

Simplex Trading's CRM Position: Q1 2026 in Review

Simplex Trading sold out of Salesforce (CRM) in Q1 2026, closing a stake of 62,567 shares — an estimated $13M sold.

Simplex Trading first reported a position in CRM in Q2 2015 and held it in 34 quarters. The position peaked at $40.4M in Q4 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Simplex Trading reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 62,567 Salesforce shares in Q1 2026, an estimated $13M.
  • Simplex Trading first reported a position in Salesforce in Q2 2015 and held it in 34 quarters.
  • Simplex Trading's Salesforce position peaked at $40.4M in Q4 2023.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.