VCM
CRM icon

Verde Capital Management’s Salesforce CRM Stock Holding History

Verde 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
-13,848
Closed -$3.67M – 71
2025
Q4 		$3.67M Buy
13,848
+1,001
+8% +$249K 0.78% 24
2025
Q3 		$3.04M Buy
12,847
+3,796
+42% +$957K 0.67% 30
2025
Q2 		$2.47M Buy
9,051
+614
+7% +$164K 0.61% 32
2025
Q1 		$2.26M Buy
8,437
+286
+4% +$89K 0.64% 32
2024
Q4 		$2.73M Sell
8,151
-1,927
-19% -$615K 0.77% 25
2024
Q3 		$2.76M Buy
10,078
+115
+1% +$29.5K 0.83% 24
2024
Q2 		$2.56M Buy
9,963
+2,126
+27% +$569K 0.81% 23
2024
Q1 		$2.36M Sell
7,837
-346
-4% -$99.8K 0.81% 21
2023
Q4 		$2.15M Sell
8,183
-3,065
-27% -$694K 0.81% 21
2023
Q3 		$2.28M Sell
11,248
-1,422
-11% -$307K 0.89% 22
2023
Q2 		$2.68M Sell
12,670
-354
-3% -$72.3K 1.02% 20
2023
Q1 		$2.6M Buy
13,024
+68
+0.5% +$11.5K 1.09% 17
2022
Q4 		$1.72M Sell
12,956
-107
-0.8% -$15.6K 0.82% 22
2022
Q3 		$1.88M Sell
13,063
-2,149
-14% -$364K 0.91% 23
2022
Q2 		$2.51M Buy
15,212
+2,160
+17% +$382K 1.15% 16
2022
Q1 		$2.77M Buy
13,052
+1,299
+11% +$280K 1.1% 17
2021
Q4 		$2.99M Buy
11,753
+112
+1% +$31.5K 1.14% 19
2021
Q3 		$3.16M Buy
11,641
+457
+4% +$116K 1.31% 15
2021
Q2 		$2.73M Buy
11,184
+755
+7% +$174K 1.15% 16
2021
Q1 		$2.21M Buy
10,429
+1,677
+19% +$373K 0.97% 17
2020
Q4 		$1.95M Buy
8,752
+1,062
+14% +$258K 0.97% 16
2020
Q3 		$1.93M Sell
7,690
-5
-0.1% -$1.09K 1.1% 14
2020
Q2 		$1.44M Sell
7,695
-519
-6% -$87.5K 0.94% 15
2020
Q1 		$1.18M Buy
8,214
+380
+5% +$65.2K 0.84% 17
2019
Q4 		$1.27M Buy
+7,834
New +$1.23M 0.74% 19

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

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

Verde Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 13,848 shares — an estimated $3.67M sold.

Verde Capital Management first reported a position in CRM in Q4 2019 and held it in 25 quarters. The position peaked at $3.67M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Verde Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Verde Capital Management sold 13,848 Salesforce shares in Q1 2026, an estimated $3.67M.
  • Verde Capital Management first reported a position in Salesforce in Q4 2019 and held it in 25 quarters.
  • Verde Capital Management's Salesforce position peaked at $3.67M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Verde Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.