Stone House Investment Management’s Salesforce CRM Stock Holding History

Stone House Investment 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	$41.1K	Sell	220 -45	-17%	-$9.32K	0.01%	198
2025 Q4	$70.1K	Sell	265 -8	-3%	-$1.99K	0.01%	139
2025 Q3	$64.6K	Sell	273 -12	-4%	-$3.03K	0.01%	137
2025 Q2	$77.7K	Sell	285 -152	-35%	-$40.6K	0.01%	122
2025 Q1	$117K	Buy	+437	New	+$136K	0.02%	88
2024 Q4	–	Sell	-385	Closed	-$105K	–	119
2024 Q3	$105K	Hold	385	–	–	0.02%	76
2024 Q2	$99K	Sell	385 -35	-8%	-$9.37K	0.03%	81
2024 Q1	$126K	Buy	420 +402	+2,233%	+$116K	0.03%	66
2023 Q4	$4.74K	Buy	+18	New	+$4.07K	﹤0.01%	217
2023 Q3	–	Sell	-40	Closed	-$8.45K	–	343
2023 Q2	$8.45K	Hold	40	–	–	﹤0.01%	174
2023 Q1	$7.99K	Buy	+40	New	+$6.76K	﹤0.01%	176
2019 Q2	–	Sell	-50	Closed	-$8K	–	61
2019 Q1	$8K	Buy	+50	New	+$7.75K	﹤0.01%	159

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

Stone House Investment Management's CRM Position: Q1 2026 in Review

Stone House Investment Management reduced its Salesforce (CRM) stake by 17% in Q1 2026, selling an estimated $9.32K and leaving 220 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #198.

Stone House Investment Management first reported a position in CRM in Q1 2019 and has held it in 12 quarters since. The position peaked at $126K in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Stone House Investment Management held 220 shares of Salesforce worth $41.1K as of Q1 2026.
Stone House Investment Management sold 45 Salesforce shares in Q1 2026, an estimated $9.32K.
Salesforce made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #198 holding.
Stone House Investment Management first reported a position in Salesforce in Q1 2019 and has held it in 12 quarters since.
Stone House Investment Management's Salesforce position peaked at $126K in Q1 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.