Tacita Capital’s Salesforce CRM Stock Holding History

Tacita 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	-100	Closed	-$26.5K	–	243
2025 Q4	$26.5K	Hold	100	–	–	0.02%	170
2025 Q3	$23.7K	Hold	100	–	–	0.01%	168
2025 Q2	$27.3K	Hold	100	–	–	0.02%	169
2025 Q1	$26.8K	Hold	100	–	–	0.02%	160
2024 Q4	$33.4K	Hold	100	–	–	0.02%	152
2024 Q3	$27.4K	Hold	100	–	–	0.02%	157
2024 Q2	$25.7K	Hold	100	–	–	0.02%	167
2024 Q1	$30.1K	Hold	100	–	–	0.02%	165
2023 Q4	$26.3K	Hold	100	–	–	0.02%	171
2023 Q3	$20.3K	Hold	100	–	–	0.02%	169
2023 Q2	$21K	Hold	100	–	–	0.02%	165
2023 Q1	$20K	Hold	100	–	–	0.02%	163
2022 Q4	$13K	Sell	100 -74	-43%	-$10.8K	0.01%	179
2022 Q3	$25K	Hold	174	–	–	0.02%	157
2022 Q2	$29K	Hold	174	–	–	0.02%	159
2022 Q1	$37K	Hold	174	–	–	0.02%	157
2021 Q4	$44K	Hold	174	–	–	0.03%	152
2021 Q3	$47K	Hold	174	–	–	0.03%	146
2021 Q2	$43K	Buy	+174	New	+$40.1K	0.03%	154

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

Tacita Capital's CRM Position: Q1 2026 in Review

Tacita Capital sold out of Salesforce (CRM) in Q1 2026, closing a stake of 100 shares — an estimated $26.5K sold.

Tacita Capital first reported a position in CRM in Q2 2021 and held it in 19 quarters. The position peaked at $47K in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Tacita Capital reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Tacita Capital sold 100 Salesforce shares in Q1 2026, an estimated $26.5K.
Tacita Capital first reported a position in Salesforce in Q2 2021 and held it in 19 quarters.
Tacita Capital's Salesforce position peaked at $47K in Q3 2021.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.