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
2021 Q1	–	Sell	-10,000	Closed	-$2.23M	–	47
2020 Q4	$2.23M	Buy	+10,000	New	+$2.43M	1.13%	17
2020 Q3	–	Sell	-10,000	Closed	-$1.87M	–	84
2020 Q2	$1.87M	Buy	+10,000	New	+$1.68M	1.51%	15
2019 Q2	–	Sell	-10,000	Closed	-$1.58M	–	175
2019 Q1	$1.58M	Buy	+10,000	New	+$1.55M	0.38%	45
2017 Q3	–	Sell	-50,000	Closed	-$4.33M	–	196
2017 Q2	$4.33M	Buy	+50,000	New	+$4.35M	0.54%	31
2015 Q4	–	Sell	-100,000	Closed	-$6.94M	–	124
2015 Q3	$6.94M	Buy	+100,000	New	+$7.09M	1.15%	14

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

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.