SC
CRM icon

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
Q2 		$173K Hold
1,104
– – 0.06% 147
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 $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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Solstein Capital's CRM Position: Q2 2026 in Review

Solstein Capital held its Salesforce (CRM) position steady in Q2 2026 at 1,104 shares worth $173K. The position accounts for 0.06% of the portfolio, ranked #147.

Solstein Capital first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $831K in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Solstein Capital held 1,104 shares of Salesforce worth $173K as of Q2 2026.
  • Solstein Capital left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.06% of Solstein Capital's portfolio in Q2 2026, its #147 holding.
  • Solstein Capital first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • Solstein Capital's Salesforce position peaked at $831K in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Solstein Capital's 13F filing for Q2 2026, filed 13 Aug 2026.