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CRM icon

Sunpointe’s Salesforce CRM Stock Holding History

Sunpointe’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 		$418K Sell
2,241
-39
-2% -$8.08K 0.14% 152
2025
Q4 		$605K Buy
2,280
+265
+13% +$65.9K 0.2% 110
2025
Q3 		$478K Sell
2,015
-222
-10% -$56K 0.17% 127
2025
Q2 		$611K Buy
2,237
+724
+48% +$194K 0.24% 95
2025
Q1 		$406K Sell
1,513
-225
-13% -$70K 0.22% 91
2024
Q4 		$582K Buy
1,738
+43
+3% +$13.7K 0.29% 75
2024
Q3 		$465K Sell
1,695
-84
-5% -$21.5K 0.38% 69
2024
Q2 		$457K Buy
1,779
+40
+2% +$10.7K 0.3% 71
2024
Q1 		$524K Sell
1,739
-2
-0.1% -$577 0.58% 50
2023
Q4 		$458K Buy
+1,741
New +$394K 0.58% 50

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sunpointe's CRM Position: Q1 2026 in Review

Sunpointe reduced its Salesforce (CRM) stake by 1.7% in Q1 2026, selling an estimated $8.08K and leaving 2,241 shares worth $418K. The position accounts for 0.14% of the portfolio, ranked #152.

Sunpointe first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $611K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sunpointe held 2,241 shares of Salesforce worth $418K as of Q1 2026.
  • Sunpointe sold 39 Salesforce shares in Q1 2026, an estimated $8.08K.
  • Salesforce made up 0.14% of Sunpointe's portfolio in Q1 2026, its #152 holding.
  • Sunpointe first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Sunpointe's Salesforce position peaked at $611K in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.