TCM
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Twin Capital Management’s Salesforce CRM Stock Holding History

Twin 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 		$2.27M Sell
12,151
-306
-2% -$63.4K 0.29% 87
2025
Q4 		$3.3M Sell
12,457
-1,202
-9% -$299K 0.41% 62
2025
Q3 		$3.24M Sell
13,659
-1,952
-13% -$492K 0.41% 60
2025
Q2 		$4.26M Buy
15,611
+153
+1% +$40.9K 0.45% 58
2025
Q1 		$4.15M Sell
15,458
-7,444
-33% -$2.32M 0.48% 53
2024
Q4 		$7.66M Buy
22,902
+402
+2% +$128K 0.84% 18
2024
Q3 		$6.16M Sell
22,500
-430
-2% -$110K 0.7% 23
2024
Q2 		$5.9M Buy
22,930
+268
+1% +$71.7K 0.69% 24
2024
Q1 		$6.83M Sell
22,662
-1,444
-6% -$417K 0.85% 17
2023
Q4 		$6.34M Sell
24,106
-553
-2% -$125K 0.83% 18
2023
Q3 		$5M Sell
24,659
-1,889
-7% -$408K 0.72% 25
2023
Q2 		$5.61M Buy
26,548
+3,031
+13% +$619K 0.73% 26
2023
Q1 		$4.7M Buy
23,517
+1,623
+7% +$274K 0.64% 30
2022
Q4 		$2.9M Sell
21,894
-194
-0.9% -$28.3K 0.38% 84
2022
Q3 		$3.18M Sell
22,088
-161
-0.7% -$27.3K 0.43% 65
2022
Q2 		$3.67M Sell
22,249
-262
-1% -$46.3K 0.47% 57
2022
Q1 		$4.78M Sell
22,511
-891
-4% -$192K 0.51% 47
2021
Q4 		$5.95M Sell
23,402
-6,980
-23% -$1.96M 0.6% 32
2021
Q3 		$8.24M Sell
30,382
-2,859
-9% -$726K 0.84% 19
2021
Q2 		$8.12M Buy
33,241
+10,769
+48% +$2.48M 0.75% 24
2021
Q1 		$4.76M Sell
22,472
-5,070
-18% -$1.13M 0.47% 61
2020
Q4 		$6.13M Sell
27,542
-7,318
-21% -$1.78M 0.56% 46
2020
Q3 		$8.76M Sell
34,860
-10,649
-23% -$2.33M 0.79% 25
2020
Q2 		$8.53M Buy
45,509
+8,131
+22% +$1.37M 0.82% 24
2020
Q1 		$5.38M Buy
37,378
+9,225
+33% +$1.58M 0.58% 45
2019
Q4 		$4.58M Sell
28,153
-12,980
-32% -$2.03M 0.39% 79
2019
Q3 		$6.11M Sell
41,133
-6,407
-13% -$974K 0.44% 72
2019
Q2 		$7.21M Sell
47,540
-27,330
-37% -$4.28M 0.5% 56
2019
Q1 		$11.9M Buy
74,870
+45
+0.1% +$6.97K 0.58% 40
2018
Q4 		$10.2M Buy
74,825
+9,685
+15% +$1.33M 0.58% 48
2018
Q3 		$10.4M Buy
65,140
+3,390
+5% +$503K 0.48% 61
2018
Q2 		$8.42M Buy
61,750
+31,390
+103% +$4M 0.42% 70
2018
Q1 		$3.53M Sell
30,360
-620
-2% -$71.2K 0.18% 150
2017
Q4 		$3.17M Sell
30,980
-210
-0.7% -$21.4K 0.16% 175
2017
Q3 		$2.91M Sell
31,190
-250
-0.8% -$23K 0.15% 191
2017
Q2 		$2.72M Sell
31,440
-150
-0.5% -$13.1K 0.16% 190
2017
Q1 		$2.61M Buy
31,590
+240
+0.8% +$19.2K 0.16% 190
2016
Q4 		$2.15M Sell
31,350
-3,500
-10% -$254K 0.14% 215
2016
Q3 		$2.49M Buy
34,850
+31,350
+896% +$2.45M 0.17% 183
2016
Q2 		$278K Sell
3,500
-71,010
-95% -$5.57M 0.02% 338
2016
Q1 		$5.5M Buy
74,510
+12,430
+20% +$856K 0.43% 67
2015
Q4 		$4.87M Buy
+62,080
New +$4.85M 0.4% 69

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

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

Twin Capital Management reduced its Salesforce (CRM) stake by 2.5% in Q1 2026, selling an estimated $63.4K and leaving 12,151 shares worth $2.27M. The position accounts for 0.29% of the portfolio, ranked #87.

Twin Capital Management first reported a position in CRM in Q4 2015 and has held it in 42 quarters since. The position peaked at $11.9M in Q1 2019. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Twin Capital Management held 12,151 shares of Salesforce worth $2.27M as of Q1 2026.
  • Twin Capital Management sold 306 Salesforce shares in Q1 2026, an estimated $63.4K.
  • Salesforce made up 0.29% of Twin Capital Management's portfolio in Q1 2026, its #87 holding.
  • Twin Capital Management first reported a position in Salesforce in Q4 2015 and has held it in 42 quarters since.
  • Twin Capital Management's Salesforce position peaked at $11.9M in Q1 2019.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.