SPC
CRM icon

Spirepoint Private Client’s Salesforce CRM Stock Holding History

Spirepoint Private Client’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
-1,042
Closed -$276K – 326
2025
Q4 		$276K Buy
1,042
+144
+16% +$35.8K 0.03% 252
2025
Q3 		$213K Sell
898
-287
-24% -$72.4K 0.02% 265
2025
Q2 		$323K Sell
1,185
-55
-4% -$14.7K 0.04% 189
2025
Q1 		$333K Buy
1,240
+39
+3% +$12.1K 0.04% 170
2024
Q4 		$402K Buy
1,201
+6
+0.5% +$1.92K 0.05% 157
2024
Q3 		$327K Sell
1,195
-255
-18% -$65.3K 0.04% 167
2024
Q2 		$373K Buy
1,450
+306
+27% +$81.9K 0.05% 155
2024
Q1 		$345K Buy
+1,144
New +$330K 0.05% 154

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

Spirepoint Private Client's CRM Position: Q1 2026 in Review

Spirepoint Private Client sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,042 shares — an estimated $276K sold.

Spirepoint Private Client first reported a position in CRM in Q1 2024 and held it in 8 quarters. The position peaked at $402K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Spirepoint Private Client reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Spirepoint Private Client sold 1,042 Salesforce shares in Q1 2026, an estimated $276K.
  • Spirepoint Private Client first reported a position in Salesforce in Q1 2024 and held it in 8 quarters.
  • Spirepoint Private Client's Salesforce position peaked at $402K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.