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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
2023
Q2 		– Sell
-2,500
Closed -$499K – 129
2023
Q1 		$499K Buy
+2,500
New +$422K 0.11% 60
2019
Q4 		– Sell
-20,000
Closed -$2.97M – 154
2019
Q3 		$2.97M Sell
20,000
-24,000
-55% -$3.65M 1.39% 16
2019
Q2 		$6.68M Buy
44,000
+14,000
+47% +$2.19M 1.56% 12
2019
Q1 		$4.75M Buy
30,000
+5,000
+20% +$775K 1.14% 14
2018
Q4 		$3.42M Buy
+25,000
New +$3.44M 2.12% 6
2018
Q3 		– Sell
-15,000
Closed -$2.05M – 157
2018
Q2 		$2.05M Sell
15,000
-80,000
-84% -$10.2M 0.41% 34
2018
Q1 		$11M Sell
95,000
-35,000
-27% -$4.02M 3.1% 7
2017
Q4 		$13.3M Sell
130,000
-235,400
-64% -$24M 10.48% 2
2017
Q3 		$34.1M Sell
365,400
-638,400
-64% -$58.7M 3.9% 5
2017
Q2 		$86.9M Sell
1,003,800
-276,200
-22% -$24.1M 10.8% 2
2017
Q1 		$106M Buy
1,280,000
+1,156,100
+933% +$92.4M 15.76% 2
2016
Q4 		$8.48M Sell
123,900
-387,900
-76% -$28.2M 2.93% 9
2016
Q3 		$36.5M Sell
511,800
-388,000
-43% -$30.3M 3.89% 8
2016
Q2 		$71.5M Buy
899,800
+381,700
+74% +$30M 11.93% 2
2016
Q1 		$38.3M Sell
518,100
-2,157,800
-81% -$149M 6.17% 2
2015
Q4 		$210M Buy
2,675,900
+1,092,500
+69% +$85.3M 25.61% 1
2015
Q3 		$110M Sell
1,583,400
-18,900
-1% -$1.34M 18.2% 1
2015
Q2 		$112M Buy
1,602,300
+1,552,300
+3,105% +$111M 14.83% 1
2015
Q1 		$3.34M Buy
50,000
+10,000
+25% +$620K 0.45% 41
2014
Q4 		$2.37M Sell
40,000
-60,000
-60% -$3.54M 0.42% 50
2014
Q3 		$5.75M Buy
100,000
+45,000
+82% +$2.53M 0.73% 24
2014
Q2 		$3.19M Buy
+55,000
New +$2.97M 0.35% 47
2014
Q1 		– Sell
-130,000
Closed -$7.17M – 48
2013
Q4 		$7.17M Buy
130,000
+5,000
+4% +$267K 2.71% 8
2013
Q3 		$6.49M Buy
+125,000
New +$5.67M 1.18% 13

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

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. 2,672 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.
  • 2,672 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.