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Tran Capital Management’s Salesforce CRM Stock Holding History

Tran Capital 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
2026
Q1 		– Sell
-73,388
Closed -$19.4M – 73
2025
Q4 		$19.4M Sell
73,388
-6,288
-8% -$1.56M 2.33% 19
2025
Q3 		$18.9M Sell
79,676
-12,458
-14% -$3.14M 2.26% 18
2025
Q2 		$25.1M Sell
92,134
-816
-0.9% -$218K 2.96% 15
2025
Q1 		$24.9M Buy
92,950
+5,239
+6% +$1.63M 3.36% 13
2024
Q4 		$29.3M Sell
87,711
-6,872
-7% -$2.19M 3.33% 12
2024
Q3 		$25.9M Sell
94,583
-1,565
-2% -$401K 2.79% 17
2024
Q2 		$24.7M Buy
96,148
+5,923
+7% +$1.58M 2.87% 18
2024
Q1 		$27.2M Buy
90,225
+32,926
+57% +$9.5M 3.03% 18
2023
Q4 		$15.1M Buy
57,299
+14,058
+33% +$3.18M 1.76% 23
2023
Q3 		$8.77M Sell
43,241
-433
-1% -$93.6K 1.13% 22
2023
Q2 		$9.23M Sell
43,674
-1,208
-3% -$247K 1.09% 21
2023
Q1 		$8.97M Buy
44,882
+42,105
+1,516% +$7.11M 1.12% 22
2022
Q4 		$368K Sell
2,777
-196,496
-99% -$28.7M 0.05% 35
2022
Q3 		$28.7M Sell
199,273
-10,449
-5% -$1.77M 3.67% 15
2022
Q2 		$34.6M Sell
209,722
-5,057
-2% -$894K 3.96% 14
2022
Q1 		$45.6M Sell
214,779
-2,164
-1% -$466K 4% 11
2021
Q4 		$55.1M Sell
216,943
-24,967
-10% -$7.02M 4.41% 11
2021
Q3 		$65.6M Sell
241,910
-3,172
-1% -$806K 5.49% 4
2021
Q2 		$59.9M Buy
245,082
+12,348
+5% +$2.85M 4.94% 7
2021
Q1 		$49.3M Buy
232,734
+55,941
+32% +$12.5M 4.39% 10
2020
Q4 		$39.3M Sell
176,793
-6,173
-3% -$1.5M 3.64% 14
2020
Q3 		$46M Buy
182,966
+45,148
+33% +$9.88M 4.95% 5
2020
Q2 		$25.8M Buy
+137,818
New +$23.2M 2.99% 16

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

Tran Capital Management's CRM Position: Q1 2026 in Review

Tran Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 73,388 shares — an estimated $19.4M sold.

Tran Capital Management first reported a position in CRM in Q2 2020 and held it in 23 quarters. The position peaked at $65.6M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Tran Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Tran Capital Management sold 73,388 Salesforce shares in Q1 2026, an estimated $19.4M.
  • Tran Capital Management first reported a position in Salesforce in Q2 2020 and held it in 23 quarters.
  • Tran Capital Management's Salesforce position peaked at $65.6M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Tran Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.