VIM
CRM icon

Vista Investment Management’s Salesforce CRM Stock Holding History

Vista Investment 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 		$217K Sell
1,161
-630
-35% -$131K 0.07% 167
2025
Q4 		$474K Sell
1,791
-137
-7% -$34K 0.16% 120
2025
Q3 		$457K Sell
1,928
-183
-9% -$46.2K 0.16% 122
2025
Q2 		$576K Sell
2,111
-139
-6% -$37.2K 0.21% 112
2025
Q1 		$604K Sell
2,250
-299
-12% -$93K 0.24% 108
2024
Q4 		$852K Buy
2,549
+62
+2% +$19.8K 0.32% 89
2024
Q3 		$681K Buy
2,487
+1,650
+197% +$423K 0.26% 102
2024
Q2 		$215K Buy
+837
New +$224K 0.09% 166

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

Vista Investment Management's CRM Position: Q1 2026 in Review

Vista Investment Management reduced its Salesforce (CRM) stake by 35% in Q1 2026, selling an estimated $131K and leaving 1,161 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #167.

Vista Investment Management first reported a position in CRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $852K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Vista Investment Management held 1,161 shares of Salesforce worth $217K as of Q1 2026.
  • Vista Investment Management sold 630 Salesforce shares in Q1 2026, an estimated $131K.
  • Salesforce made up 0.07% of Vista Investment Management's portfolio in Q1 2026, its #167 holding.
  • Vista Investment Management first reported a position in Salesforce in Q2 2024 and has held it in 8 quarters since.
  • Vista Investment Management's Salesforce position peaked at $852K in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.