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SOL Capital Management’s Salesforce CRM Stock Holding History

SOL 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 		– Sell
-1,106
Closed -$293K – 103
2025
Q4 		$293K Hold
1,106
– – 0.03% 274
2025
Q3 		$262K Buy
+1,106
New +$279K 0.02% 280
2025
Q1 		– Sell
-764
Closed -$255K – 298
2024
Q4 		$255K Hold
764
– – 0.03% 277
2024
Q3 		$209K Buy
+764
New +$196K 0.02% 299
2024
Q2 		– Sell
-764
Closed -$230K – 303
2024
Q1 		$230K Sell
764
-150
-16% -$43.3K 0.03% 286
2023
Q4 		$241K Buy
+914
New +$207K 0.03% 273

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

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

SOL Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,106 shares — an estimated $293K sold.

SOL Capital Management first reported a position in CRM in Q4 2023 and held it in 6 quarters. The position peaked at $293K in Q4 2025. 2,688 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • SOL Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 1,106 Salesforce shares in Q1 2026, an estimated $293K.
  • SOL Capital Management first reported a position in Salesforce in Q4 2023 and held it in 6 quarters.
  • SOL Capital Management's Salesforce position peaked at $293K in Q4 2025.
  • 2,688 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.