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Vise Technologies’s Salesforce CRM Stock Holding History

Vise Technologies’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 		$8.25M Hold
31,130
– – 0.16% 104
2025
Q4 		$8.25M Buy
31,130
+5,829
+23% +$1.45M 0.16% 104
2025
Q3 		$6M Sell
25,301
-1,647
-6% -$415K 0.22% 91
2025
Q2 		$7.35M Buy
+26,948
New +$7.2M 0.3% 65
2024
Q4 		$6.68M Buy
19,974
+4,558
+30% +$1.45M 0.56% 31
2024
Q3 		$4.22M Buy
15,416
+11,462
+290% +$2.94M 0.54% 39
2024
Q2 		$1.02M Buy
3,954
+1,174
+42% +$314K 0.18% 120
2024
Q1 		$837K Buy
2,780
+152
+6% +$43.9K 0.16% 132
2023
Q4 		$692K Buy
2,628
+225
+9% +$50.9K 0.15% 145
2023
Q3 		$487K Buy
2,403
+185
+8% +$40K 0.12% 174
2023
Q2 		$469K Buy
2,218
+146
+7% +$29.8K 0.11% 183
2023
Q1 		$414K Buy
2,072
+427
+26% +$72.1K 0.11% 192
2022
Q4 		$218K Buy
1,645
+154
+10% +$22.5K 0.07% 297
2022
Q3 		$214K Buy
1,491
+47
+3% +$7.97K 0.08% 273
2022
Q2 		$238K Buy
1,444
+454
+46% +$80.2K 0.09% 249
2022
Q1 		$210K Buy
+990
New +$213K 0.08% 229

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

Vise Technologies's CRM Position: Q1 2026 in Review

Vise Technologies held its Salesforce (CRM) position steady in Q1 2026 at 31,130 shares worth $8.25M. The position accounts for 0.16% of the portfolio, ranked #104.

Vise Technologies first reported a position in CRM in Q1 2022 and has held it in 16 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Vise Technologies held 31,130 shares of Salesforce worth $8.25M as of Q1 2026.
  • Vise Technologies left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 0.16% of Vise Technologies's portfolio in Q1 2026, its #104 holding.
  • Vise Technologies first reported a position in Salesforce in Q1 2022 and has held it in 16 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.