VCM
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Vision Capital Management’s Salesforce CRM Stock Holding History

Vision 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 		$5.23M Buy
27,995
+3,779
+16% +$783K 0.66% 35
2025
Q4 		$6.42M Sell
24,216
-636
-3% -$158K 0.77% 27
2025
Q3 		$5.89M Sell
24,852
-440
-2% -$111K 0.73% 33
2025
Q2 		$6.9M Buy
25,292
+1,090
+5% +$291K 0.91% 28
2025
Q1 		$6.49M Buy
24,202
+1,571
+7% +$489K 0.94% 28
2024
Q4 		$7.57M Buy
22,631
+37
+0.2% +$11.8K 1.11% 25
2024
Q3 		$6.18M Buy
22,594
+380
+2% +$97.3K 0.87% 31
2024
Q2 		$5.71M Buy
22,214
+1,767
+9% +$473K 0.85% 32
2024
Q1 		$6.16M Sell
20,447
-2,278
-10% -$657K 0.92% 34
2023
Q4 		$5.98M Buy
22,725
+117
+0.5% +$26.5K 0.93% 33
2023
Q3 		$4.58M Buy
22,608
+1,823
+9% +$394K 0.84% 38
2023
Q2 		$4.39M Buy
20,785
+25
+0.1% +$5.1K 0.75% 40
2023
Q1 		$4.15M Buy
20,760
+5,972
+40% +$1.01M 0.75% 40
2022
Q4 		$1.96M Sell
14,788
-6,814
-32% -$994K 0.37% 58
2022
Q3 		$3.11M Sell
21,602
-78
-0.4% -$13.2K 0.64% 40
2022
Q2 		$3.58M Buy
21,680
+6,404
+42% +$1.13M 0.67% 41
2022
Q1 		$3.24M Buy
15,276
+6,025
+65% +$1.3M 0.53% 45
2021
Q4 		$2.35M Buy
9,251
+226
+3% +$63.5K 0.35% 56
2021
Q3 		$2.45M Buy
9,025
+528
+6% +$134K 0.4% 51
2021
Q2 		$2.08M Buy
+8,497
New +$1.96M 0.34% 56

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

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

Vision Capital Management increased its Salesforce (CRM) stake by 16% in Q1 2026, buying an estimated $783K and bringing the position to 27,995 shares worth $5.23M. The position accounts for 0.66% of the portfolio, ranked #35.

Vision Capital Management first reported a position in CRM in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.57M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Vision Capital Management held 27,995 shares of Salesforce worth $5.23M as of Q1 2026.
  • Vision Capital Management bought 3,779 Salesforce shares in Q1 2026, an estimated $783K.
  • Salesforce made up 0.66% of Vision Capital Management's portfolio in Q1 2026, its #35 holding.
  • Vision Capital Management first reported a position in Salesforce in Q2 2021 and has held it in 20 quarters since.
  • Vision Capital Management's Salesforce position peaked at $7.57M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.