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Thoroughbred Financial Services’s Salesforce CRM Stock Holding History

Thoroughbred Financial Services’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 		$1.45M Sell
7,779
-1,226
-14% -$254K 0.09% 223
2025
Q4 		$2.38M Sell
9,005
-1,550
-15% -$385K 0.14% 137
2025
Q3 		$2.5M Sell
10,555
-5,802
-35% -$1.46M 0.15% 136
2025
Q2 		$4.46M Sell
16,357
-5,964
-27% -$1.59M 0.31% 64
2025
Q1 		$5.99M Sell
22,321
-23
-0.1% -$7.15K 0.37% 51
2024
Q4 		$7.47M Buy
22,344
+665
+3% +$212K 0.46% 41
2024
Q3 		$5.93M Sell
21,679
-2,753
-11% -$705K 0.38% 53
2024
Q2 		$6.28M Buy
24,432
+5,981
+32% +$1.6M 0.42% 46
2024
Q1 		$5.56M Sell
18,451
-4,023
-18% -$1.16M 0.53% 43
2023
Q4 		$5.91M Buy
22,474
+1,280
+6% +$290K 0.48% 44
2023
Q3 		$4.3M Buy
21,194
+2,443
+13% +$528K 0.42% 51
2023
Q2 		$3.96M Buy
18,751
+2,674
+17% +$546K 0.52% 42
2023
Q1 		$3.21M Buy
16,077
+238
+2% +$40.2K 0.47% 51
2022
Q4 		$2.1M Sell
15,839
-1,750
-10% -$255K 0.34% 77
2022
Q3 		$2.53M Sell
17,589
-2,945
-14% -$499K 0.48% 48
2022
Q2 		$3.39M Buy
20,534
+554
+3% +$97.9K 0.62% 37
2022
Q1 		$4.24M Buy
19,980
+6,041
+43% +$1.3M 0.69% 33
2021
Q4 		$3.54M Buy
13,939
+1,635
+13% +$459K 0.74% 30
2021
Q3 		$3.34M Buy
12,304
+315
+3% +$80K 0.81% 26
2021
Q2 		$2.93M Sell
11,989
-785
-6% -$181K 0.73% 30
2021
Q1 		$2.71M Buy
12,774
+675
+6% +$150K 0.75% 29
2020
Q4 		$2.69M Buy
12,099
+4,949
+69% +$1.2M 0.83% 28
2020
Q3 		$1.8M Buy
7,150
+337
+5% +$73.8K 0.68% 38
2020
Q2 		$1.28M Sell
6,813
-1,865
-21% -$314K 0.53% 49
2020
Q1 		$1.25M Buy
8,678
+4,463
+106% +$765K 0.44% 66
2019
Q4 		$686K Buy
4,215
+268
+7% +$42K 0.23% 116
2019
Q3 		$586K Buy
3,947
+915
+30% +$139K 0.22% 119
2019
Q2 		$460K Buy
3,032
+125
+4% +$19.6K 0.17% 124
2019
Q1 		$460K Buy
2,907
+783
+37% +$121K 0.19% 131
2018
Q4 		$290K Buy
+2,124
New +$292K 0.14% 141

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

Thoroughbred Financial Services's CRM Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its Salesforce (CRM) stake by 14% in Q1 2026, selling an estimated $254K and leaving 7,779 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #223.

Thoroughbred Financial Services first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.47M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Thoroughbred Financial Services held 7,779 shares of Salesforce worth $1.45M as of Q1 2026.
  • Thoroughbred Financial Services sold 1,226 Salesforce shares in Q1 2026, an estimated $254K.
  • Salesforce made up 0.09% of Thoroughbred Financial Services's portfolio in Q1 2026, its #223 holding.
  • Thoroughbred Financial Services first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
  • Thoroughbred Financial Services's Salesforce position peaked at $7.47M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.