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Symmetry Peak Management’s Salesforce CRM Stock Holding History

Symmetry Peak 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 		– Sell
-2,500
Closed -$662K – 93
2025
Q4 		$662K Buy
+2,500
New +$621K 0.18% 28
2020
Q1 		– Sell
-5,000
Closed -$813K – 35
2019
Q4 		$813K Buy
+5,000
New +$784K 0.18% 78
2018
Q4 		– Sell
-22,000
Closed -$3.03M – 72
2018
Q3 		$3.5M Buy
+22,000
New +$3.26M 1.24% 13
2018
Q2 		– Sell
-17,500
Closed -$2.23M – 120
2018
Q1 		$2.04M Sell
17,500
-1,750
-9% -$201K 0.57% 26
2017
Q4 		$1.97M Sell
19,250
-45,765
-70% -$4.66M 1.55% 20
2017
Q3 		$6.07M Sell
65,015
-20,546
-24% -$1.89M 0.69% 17
2017
Q2 		$7.41M Buy
85,561
+29,061
+51% +$2.53M 0.92% 18
2017
Q1 		$4.66M Buy
+56,500
New +$4.51M 0.7% 19
2016
Q3 		– Sell
-36,790
Closed -$2.87M – 160
2016
Q2 		$2.92M Sell
36,790
-5,710
-13% -$448K 0.49% 32
2016
Q1 		$3.14M Sell
42,500
-9,000
-17% -$620K 0.51% 37
2015
Q4 		$4.04M Buy
51,500
+31,400
+156% +$2.45M 0.49% 31
2015
Q3 		$1.4M Sell
20,100
-36,400
-64% -$2.58M 0.23% 34
2015
Q2 		$3.93M Sell
56,500
-124,118
-69% -$8.84M 0.52% 36
2015
Q1 		$12.1M Buy
180,618
+174,018
+2,637% +$10.8M 1.63% 12
2014
Q4 		$391K Sell
6,600
-43,410
-87% -$2.56M 0.07% 121
2014
Q3 		$2.88M Sell
50,010
-78,990
-61% -$4.45M 0.36% 39
2014
Q2 		$7.49M Buy
+129,000
New +$6.97M 0.82% 22
2014
Q1 		– Sell
-2,500
Closed -$138K – 49
2013
Q4 		$138K Sell
2,500
-55,367
-96% -$2.96M 0.05% 72
2013
Q3 		$3M Buy
+57,867
New +$2.63M 0.55% 37

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

Symmetry Peak Management's CRM Position: Q1 2026 in Review

Symmetry Peak Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 2,500 shares — an estimated $662K sold.

Symmetry Peak Management first reported a position in CRM in Q3 2013 and held it in 19 quarters. The position peaked at $12.1M in Q1 2015. 2,688 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Symmetry Peak Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Symmetry Peak Management sold 2,500 Salesforce shares in Q1 2026, an estimated $662K.
  • Symmetry Peak Management first reported a position in Salesforce in Q3 2013 and held it in 19 quarters.
  • Symmetry Peak Management's Salesforce position peaked at $12.1M in Q1 2015.
  • 2,688 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Symmetry Peak Management's 13F filing for Q1 2026, filed 15 May 2026.