Stance Capital’s Salesforce CRM Stock Holding History

Stance 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	–	Sell	-5,324	Closed	-$1.41M	–	289
2025 Q4	$1.41M	Sell	5,324 -211	-4%	-$52.4K	0.52%	65
2025 Q3	$1.31M	Buy	5,535 +548	+11%	+$138K	0.48%	103
2025 Q2	$1.36M	Buy	+4,987	New	+$1.33M	0.51%	86
2025 Q1	–	Sell	-695	Closed	-$232K	–	103
2024 Q4	$232K	Buy	+695	New	+$222K	0.14%	46

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Stance Capital's CRM Position: Q1 2026 in Review

Stance Capital sold out of Salesforce (CRM) in Q1 2026, closing a stake of 5,324 shares — an estimated $1.41M sold.

Stance Capital first reported a position in CRM in Q4 2024 and held it in 4 quarters. The position peaked at $1.41M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Stance Capital reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Stance Capital sold 5,324 Salesforce shares in Q1 2026, an estimated $1.41M.
Stance Capital first reported a position in Salesforce in Q4 2024 and held it in 4 quarters.
Stance Capital's Salesforce position peaked at $1.41M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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