Twin Tree Management’s Salesforce CRM Stock Holding History

Twin Tree 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	-80,600	Closed	-$21.4M	–	1349
2025 Q4	$21.4M	Sell	80,600 -17,600	-18%	-$4.37M	0.19%	121
2025 Q3	$23.3M	Sell	98,200 -170,300	-63%	-$43M	0.1%	248
2025 Q2	$73.2M	Sell	268,500 -25,000	-9%	-$6.68M	0.14%	150
2025 Q1	$78.8M	Sell	293,500 -624,300	-68%	-$194M	0.15%	88
2024 Q4	$307M	Buy	917,800 +801,600	+690%	+$256M	0.55%	23
2024 Q3	$31.8M	Sell	116,200 -1,047,500	-90%	-$268M	0.06%	282
2024 Q2	$299M	Buy	1,163,700 +744,200	+177%	+$199M	0.68%	19
2024 Q1	$126M	Sell	419,500 -31,000	-7%	-$8.94M	0.28%	67
2023 Q4	$119M	Sell	450,500 -152,200	-25%	-$34.4M	0.23%	80
2023 Q3	$122M	Sell	602,700 -619,700	-51%	-$134M	0.27%	56
2023 Q2	$258M	Buy	1,222,400 +73,500	+6%	+$15M	0.4%	40
2023 Q1	$230M	Sell	1,148,900 -105,600	-8%	-$17.8M	0.43%	28
2022 Q4	$166M	Sell	1,254,500 -620,800	-33%	-$90.6M	0.36%	37
2022 Q3	$270M	Buy	1,875,300 +623,000	+50%	+$106M	0.52%	21
2022 Q2	$207M	Buy	1,252,300 +617,300	+97%	+$109M	0.33%	23
2022 Q1	$135M	Buy	635,000 +500	+0.1%	+$108K	0.22%	50
2021 Q4	$161M	Buy	634,500 +407,500	+180%	+$115M	0.34%	30
2021 Q3	$61.6M	Sell	227,000 -393,500	-63%	-$99.9M	0.14%	133
2021 Q2	$152M	Buy	620,500 +79,900	+15%	+$18.4M	0.41%	31
2021 Q1	$115M	Sell	540,600 -86,700	-14%	-$19.3M	0.43%	40
2020 Q4	$140M	Buy	627,300 +180,500	+40%	+$43.9M	0.56%	27
2020 Q3	$112M	Sell	446,800 -238,200	-35%	-$52.1M	0.46%	33
2020 Q2	$128M	Buy	685,000 +619,000	+938%	+$104M	0.52%	19
2020 Q1	$9.5M	Sell	66,000 -681,900	-91%	-$117M	0.05%	342
2019 Q4	$122M	Buy	747,900 +356,000	+91%	+$55.8M	0.42%	36
2019 Q3	$58.2M	Sell	391,900 -282,900	-42%	-$43M	0.23%	68
2019 Q2	$102M	Sell	674,800 -94,200	-12%	-$14.8M	0.5%	34
2019 Q1	$122M	Buy	769,000 +509,800	+197%	+$79M	0.63%	28
2018 Q4	$35.5M	Buy	259,200 +92,200	+55%	+$12.7M	0.22%	75
2018 Q3	$26.6M	Buy	167,000 +102,400	+159%	+$15.2M	0.18%	103
2018 Q2	$8.81M	Buy	+64,600	New	+$8.24M	0.05%	295
2018 Q1	–	Sell	-59,900	Closed	-$6.12M	–	1127
2017 Q4	$6.12M	Buy	59,900 +23,200	+63%	+$2.36M	0.05%	360
2017 Q3	$3.43M	Buy	+36,700	New	+$3.38M	0.03%	469
2017 Q1	–	Sell	-158,900	Closed	-$10.9M	–	1053
2016 Q4	$10.9M	Buy	+158,900	New	+$11.5M	0.11%	226
2016 Q2	–	Sell	-299,200	Closed	-$22.1M	–	1227
2016 Q1	$22.1M	Buy	299,200 +255,100	+578%	+$17.6M	0.42%	36
2015 Q4	$3.46M	Buy	44,100 +1,000	+2%	+$78.1K	0.07%	263
2015 Q3	$2.99M	Sell	43,100 -82,800	-66%	-$5.87M	0.08%	244
2015 Q2	$8.77M	Buy	125,900 +2,800	+2%	+$199K	0.21%	92
2015 Q1	$8.22M	Buy	123,100 +6,900	+6%	+$428K	0.21%	87
2014 Q4	$6.89M	Sell	116,200 -57,100	-33%	-$3.37M	0.19%	104
2014 Q3	$9.97M	Buy	173,300 +12,200	+8%	+$687K	0.27%	61
2014 Q2	$9.36M	Buy	161,100 +154,800	+2,457%	+$8.36M	0.21%	85
2014 Q1	$360K	Sell	6,300 -146,000	-96%	-$8.73M	0.01%	791
2013 Q4	$8.4M	Buy	152,300 +71,200	+88%	+$3.81M	0.2%	79
2013 Q3	$4.21M	Buy	81,100 +22,700	+39%	+$1.03M	0.14%	147
2013 Q2	$2.23M	Buy	+58,400	New	+$2.41M	0.09%	281

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Twin Tree Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 15,943 shares — an estimated $3.3M sold.

Twin Tree Management first reported a position in CRM in Q3 2013 and held it in 39 quarters. The position peaked at $83.5M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Twin Tree Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Twin Tree Management sold 15,943 Salesforce shares in Q1 2026, an estimated $3.3M.
Twin Tree Management first reported a position in Salesforce in Q3 2013 and held it in 39 quarters.
Twin Tree Management's Salesforce position peaked at $83.5M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.