Twin Lakes Capital Management’s Salesforce CRM Stock Holding History

Twin Lakes 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 Q2	$1.27K	Hold	8	–	–	﹤0.01%	200
2026 Q1	$1.51K	Hold	8	–	–	﹤0.01%	211
2025 Q4	$2.14K	Hold	8	–	–	﹤0.01%	214
2025 Q3	$1.91K	Hold	8	–	–	﹤0.01%	214
2025 Q2	$2.2K	Hold	8	–	–	﹤0.01%	213
2025 Q1	$2.16K	Hold	8	–	–	﹤0.01%	212
2024 Q4	$2.69K	Hold	8	–	–	﹤0.01%	222
2024 Q3	$2.2K	Hold	8	–	–	﹤0.01%	227
2024 Q2	$2.06K	Hold	8	–	–	﹤0.01%	234
2024 Q1	$2.41K	Hold	8	–	–	﹤0.01%	231
2023 Q4	$2.1K	Hold	8	–	–	﹤0.01%	231
2023 Q3	$1.62K	Hold	8	–	–	﹤0.01%	245
2023 Q2	$1.69K	Hold	8	–	–	﹤0.01%	234
2023 Q1	$1.6K	Hold	8	–	–	﹤0.01%	235
2022 Q4	$1.06K	Sell	8 -100	-93%	-$14.6K	﹤0.01%	237
2022 Q3	$16K	Buy	+108	New	+$18.3K	0.01%	190
2022 Q2	–	Sell	-108	Closed	-$23K	–	174
2022 Q1	$23K	Hold	108	–	–	0.01%	190
2021 Q4	$27K	Hold	108	–	–	0.01%	183
2021 Q3	$29K	Hold	108	–	–	0.02%	174
2021 Q2	$26K	Sell	108 -340	-76%	-$78.4K	0.01%	162
2021 Q1	$95K	Buy	+448	New	+$99.7K	0.06%	99

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Twin Lakes Capital Management's CRM Position: Q2 2026 in Review

Twin Lakes Capital Management held its Salesforce (CRM) position steady in Q2 2026 at 8 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Twin Lakes Capital Management first reported a position in CRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $95K in Q1 2021. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Twin Lakes Capital Management held 8 shares of Salesforce worth $1.27K as of Q2 2026.
Twin Lakes Capital Management left its Salesforce share count unchanged in Q2 2026.
Salesforce made up ﹤0.01% of Twin Lakes Capital Management's portfolio in Q2 2026, its #200 holding.
Twin Lakes Capital Management first reported a position in Salesforce in Q1 2021 and has held it in 21 quarters since.
Twin Lakes Capital Management's Salesforce position peaked at $95K in Q1 2021.
2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.