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Solstein Capital’s Salesforce CRM Stock Holding History

Solstein 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 		$206K Sell
1,104
-110
-9% -$22.8K 0.08% 129
2025
Q4 		$322K Sell
1,214
-15
-1% -$3.73K 0.13% 105
2025
Q3 		$291K Sell
1,229
-1,386
-53% -$350K 0.07% 103
2025
Q2 		$713K Buy
2,615
+128
+5% +$34.2K 0.37% 55
2025
Q1 		$667K Hold
2,487
– – 0.39% 49
2024
Q4 		$831K Hold
2,487
– – 0.46% 46
2024
Q3 		$681K Hold
2,487
– – 0.36% 59
2024
Q2 		$639K Hold
2,487
– – 0.42% 53
2024
Q1 		$749K Hold
2,487
– – 0.52% 50
2023
Q4 		$654K Hold
2,487
– – 0.48% 50
2023
Q3 		$504K Hold
2,487
– – 0.43% 53
2023
Q2 		$525K Buy
2,487
+86
+4% +$17.6K 0.44% 48
2023
Q1 		$480K Hold
2,401
– – 0.42% 49
2022
Q4 		$318K Sell
2,401
-520
-18% -$75.9K 0.27% 73
2022
Q3 		$420K Hold
2,921
– – 0.37% 56
2022
Q2 		$482K Sell
2,921
-7
-0.2% -$1.24K 0.37% 57
2022
Q1 		$622K Hold
2,928
– – 0.41% 61
2021
Q4 		$744K Hold
2,928
– – 0.45% 63
2021
Q3 		$794K Buy
2,928
+1,750
+149% +$444K 0.46% 61
2021
Q2 		$288K Buy
1,178
+607
+106% +$140K 0.35% 76
2021
Q1 		$121K Buy
+571
New +$127K 0.16% 139
2020
Q4 		– Sell
-520
Closed -$131K – 113
2020
Q3 		$131K Hold
520
– – 0.29% 77
2020
Q2 		$97K Hold
520
– – 0.23% 79
2020
Q1 		$75K Buy
520
+10
+2% +$1.72K 0.29% 59
2019
Q4 		$83K Buy
+510
New +$79.9K 0.17% 85

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

Solstein Capital's CRM Position: Q1 2026 in Review

Solstein Capital reduced its Salesforce (CRM) stake by 9.1% in Q1 2026, selling an estimated $22.8K and leaving 1,104 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #129.

Solstein Capital first reported a position in CRM in Q4 2019 and has held it in 25 quarters since. The position peaked at $831K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Solstein Capital held 1,104 shares of Salesforce worth $206K as of Q1 2026.
  • Solstein Capital sold 110 Salesforce shares in Q1 2026, an estimated $22.8K.
  • Salesforce made up 0.08% of Solstein Capital's portfolio in Q1 2026, its #129 holding.
  • Solstein Capital first reported a position in Salesforce in Q4 2019 and has held it in 25 quarters since.
  • Solstein Capital's Salesforce position peaked at $831K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.