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 		$77.2M Sell
413,500
-135,500
-25% -$28.1M 0.05% 147
2025
Q4 		$145M Buy
549,000
+40,400
+8% +$10M 0.08% 99
2025
Q3 		$121M Sell
508,600
-11,900
-2% -$3M 0.06% 157
2025
Q2 		$142M Buy
520,500
+31,000
+6% +$8.29M 0.08% 121
2025
Q1 		$131M Sell
489,500
-361,400
-42% -$112M 0.08% 110
2024
Q4 		$284M Buy
850,900
+122,100
+17% +$39M 0.16% 65
2024
Q3 		$199M Sell
728,800
-5,900
-0.8% -$1.51M 0.12% 84
2024
Q2 		$189M Sell
734,700
-115,000
-14% -$30.8M 0.12% 81
2024
Q1 		$256M Sell
849,700
-256,500
-23% -$74M 0.15% 67
2023
Q4 		$291M Sell
1,106,200
-92,700
-8% -$21M 0.19% 51
2023
Q3 		$243M Sell
1,198,900
-283,000
-19% -$61.1M 0.19% 46
2023
Q2 		$313M Sell
1,481,900
-237,400
-14% -$48.5M 0.26% 38
2023
Q1 		$343M Buy
1,719,300
+338,700
+25% +$57.2M 0.3% 36
2022
Q4 		$183M Buy
1,380,600
+136,500
+11% +$19.9M 0.2% 60
2022
Q3 		$179M Buy
1,244,100
+323,500
+35% +$54.9M 0.2% 47
2022
Q2 		$152M Buy
920,600
+43,700
+5% +$7.72M 0.16% 63
2022
Q1 		$186M Sell
876,900
-284,100
-24% -$61.1M 0.17% 68
2021
Q4 		$295M Sell
1,161,000
-120,600
-9% -$33.9M 0.3% 35
2021
Q3 		$314M Buy
1,281,600
+170,900
+15% +$43.4M 0.29% 37
2021
Q2 		$271M Buy
1,110,700
+1,103,553
+15,441% +$254M 0.26% 39
2021
Q1 		$167M Sell
7,147
-1,991
-22% -$443K 0.3% 40
2020
Q4 		$203M Buy
9,138
+1,448
+19% +$352K 0.26% 46
2020
Q3 		$193M Buy
7,690
+1,214
+19% +$266K 0.26% 44
2020
Q2 		$121M Buy
6,476
+1,325
+26% +$223K 0.19% 58
2020
Q1 		$74.2M Buy
5,151
+557
+12% +$95.5K 0.13% 74
2019
Q4 		$74.7M Buy
4,594
+549
+14% +$86.1K 0.16% 67
2019
Q3 		$60M Sell
4,045
-3,514
-46% -$534K 0.17% 73
2019
Q2 		$115M Buy
7,559
+2,673
+55% +$419K 0.31% 42
2019
Q1 		$77.4M Buy
4,886
+287
+6% +$44.5K 0.22% 56
2018
Q4 		$63M Sell
4,599
-847
-16% -$117K 0.18% 64
2018
Q3 		$86.6M Sell
5,446
-143
-3% -$21.2K 0.28% 43
2018
Q2 		$76.2M Sell
5,589
-2,018
-27% -$257K 0.3% 39
2018
Q1 		$1.39M Buy
7,607
+3,806
+100% +$437K 0.06% 270
2017
Q4 		$497K Buy
3,801
+390
+11% +$39.7K 0.02% 719
2017
Q3 		$541K Sell
3,411
-2,689
-44% -$247K 0.02% 627
2017
Q2 		$860K Buy
6,100
+3,622
+146% +$315K 0.04% 425
2017
Q1 		$416K Sell
2,478
-1,337
-35% -$107K 0.02% 784
2016
Q4 		$830K Buy
3,815
+662
+21% +$48K 0.05% 320
2016
Q3 		$757K Buy
3,153
+128
+4% +$9.98K 0.05% 346
2016
Q2 		$536K Buy
3,025
+2,046
+209% +$161K 0.04% 494
2016
Q1 		$113K Sell
979
-566
-37% -$39K 0.01% 1248
2015
Q4 		$149K Sell
1,545
-182
-11% -$14.2K 0.01% 1074
2015
Q3 		$377K Sell
1,727
-163
-9% -$11.6K 0.03% 560
2015
Q2 		$660K Buy
1,890
+1,711
+956% +$122K 0.06% 324
2015
Q1 		$85K Buy
179
+36
+25% +$2.23K 0.01% 1193
2014
Q4 		$49K Buy
+143
New +$8.43K 0.01% 1399

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.