Vivaldi Capital Management’s Salesforce CRM Stock Holding History

Vivaldi 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	-872	Closed	-$231K	–	296
2025 Q4	$231K	Sell	872 -8	-0.9%	-$1.99K	0.03%	251
2025 Q3	$209K	Sell	880 -15	-2%	-$3.78K	0.03%	267
2025 Q2	$244K	Sell	895 -66	-7%	-$17.6K	0.04%	252
2025 Q1	$258K	Buy	961 +172	+22%	+$53.5K	0.04%	224
2024 Q4	$274K	Buy	+789	New	+$252K	0.04%	223
2024 Q1	–	Sell	-765	Closed	-$215K	–	225
2023 Q4	$215K	Buy	+765	New	+$173K	0.06%	197

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Vivaldi Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 872 shares — an estimated $231K sold.

Vivaldi Capital Management first reported a position in CRM in Q4 2023 and held it in 6 quarters. The position peaked at $274K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Vivaldi Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Vivaldi Capital Management sold 872 Salesforce shares in Q1 2026, an estimated $231K.
Vivaldi Capital Management first reported a position in Salesforce in Q4 2023 and held it in 6 quarters.
Vivaldi Capital Management's Salesforce position peaked at $274K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Vivaldi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.