VIS
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Vega Investment Solutions’s Salesforce CRM Stock Holding History

Vega Investment Solutions’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 		$334K Sell
1,788
-3,010
-63% -$624K 0.08% 67
2025
Q4 		$1.27M Buy
+4,798
New +$1.19M 0.2% 49
2025
Q2 		$4.99M Sell
18,297
-9,996
-35% -$2.67M 1.17% 13
2025
Q1 		$7.6M Buy
28,293
+14,413
+104% +$4.48M 1.47% 12
2024
Q4 		$4.64M Buy
+13,880
New +$4.43M 3.82% 8

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

Vega Investment Solutions's CRM Position: Q1 2026 in Review

Vega Investment Solutions reduced its Salesforce (CRM) stake by 63% in Q1 2026, selling an estimated $624K and leaving 1,788 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #67.

Vega Investment Solutions first reported a position in CRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.6M in Q1 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Vega Investment Solutions held 1,788 shares of Salesforce worth $334K as of Q1 2026.
  • Vega Investment Solutions sold 3,010 Salesforce shares in Q1 2026, an estimated $624K.
  • Salesforce made up 0.08% of Vega Investment Solutions's portfolio in Q1 2026, its #67 holding.
  • Vega Investment Solutions first reported a position in Salesforce in Q4 2024 and has held it in 5 quarters since.
  • Vega Investment Solutions's Salesforce position peaked at $7.6M in Q1 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Vega Investment Solutions's 13F filing for Q1 2026, filed 14 May 2026.