SummitTX Capital’s Salesforce CRM Stock Holding History

SummitTX 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	-25,158	Closed	-$6.66M	–	812
2025 Q4	$6.66M	Sell	25,158 -2,057	-8%	-$511K	0.2%	121
2025 Q3	$6.45M	Buy	27,215 +25,115	+1,196%	+$6.33M	0.27%	88
2025 Q2	$573K	Buy	2,100 +206	+11%	+$55.1K	0.02%	486
2025 Q1	$508K	Buy	+1,894	New	+$589K	0.02%	550

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

SummitTX Capital's CRM Position: Q1 2026 in Review

SummitTX Capital sold out of Salesforce (CRM) in Q1 2026, closing a stake of 25,158 shares — an estimated $6.66M sold.

SummitTX Capital first reported a position in CRM in Q1 2025 and held it in 4 quarters. The position peaked at $6.66M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

SummitTX Capital reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 25,158 Salesforce shares in Q1 2026, an estimated $6.66M.
SummitTX Capital first reported a position in Salesforce in Q1 2025 and held it in 4 quarters.
SummitTX Capital's Salesforce position peaked at $6.66M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.