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Thrive Capital Management (Pennsylvania)’s Salesforce CRM Stock Holding History

Thrive Capital Management (Pennsylvania)’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
-1,016
Closed -$269K – 174
2025
Q4 		$269K Sell
1,016
-49
-5% -$12.2K 0.06% 153
2025
Q3 		$252K Buy
+1,065
New +$269K 0.07% 159
2024
Q4 		– Sell
-767
Closed -$210K – 112
2024
Q3 		$210K Buy
+767
New +$196K 0.1% 173
2024
Q2 		– Sell
-881
Closed -$265K – 186
2024
Q1 		$265K Sell
881
-1,095
-55% -$316K 0.14% 88
2023
Q4 		$520K Buy
1,976
+273
+16% +$61.8K 0.28% 57
2023
Q3 		$345K Buy
1,703
+483
+40% +$104K 0.19% 84
2023
Q2 		$258K Buy
+1,220
New +$249K 0.15% 107

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

Thrive Capital Management (Pennsylvania)'s CRM Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,016 shares — an estimated $269K sold.

Thrive Capital Management (Pennsylvania) first reported a position in CRM in Q2 2023 and held it in 7 quarters. The position peaked at $520K in Q4 2023. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Thrive Capital Management (Pennsylvania) reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 1,016 Salesforce shares in Q1 2026, an estimated $269K.
  • Thrive Capital Management (Pennsylvania) first reported a position in Salesforce in Q2 2023 and held it in 7 quarters.
  • Thrive Capital Management (Pennsylvania)'s Salesforce position peaked at $520K in Q4 2023.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.