Voleon Capital Management’s Salesforce CRM Stock Holding History

Voleon 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	$735K	Buy	3,935 +1,806	+85%	+$374K	0.02%	499
2025 Q4	$564K	Sell	2,129 -54,991	-96%	-$13.7M	0.01%	549
2025 Q3	$13.5M	Buy	57,120 +46,620	+444%	+$11.8M	0.33%	59
2025 Q2	$2.86M	Sell	10,500 -3,573	-25%	-$955K	0.16%	143
2025 Q1	$3.78M	Buy	14,073 +10,736	+322%	+$3.34M	0.3%	84
2024 Q4	$1.12M	Buy	+3,337	New	+$1.06M	0.08%	189
2020 Q1	–	Sell	-299,000	Closed	-$48.6M	–	39
2019 Q4	$48.6M	Hold	299,000	–	–	2.82%	6
2019 Q3	$44.4M	Buy	+299,000	New	+$45.4M	3.42%	7

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

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

Voleon Capital Management increased its Salesforce (CRM) stake by 85% in Q1 2026, buying an estimated $374K and bringing the position to 3,935 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #499.

Voleon Capital Management first reported a position in CRM in Q3 2019 and has held it in 8 quarters since. The position peaked at $48.6M in Q4 2019. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Voleon Capital Management held 3,935 shares of Salesforce worth $735K as of Q1 2026.
Voleon Capital Management bought 1,806 Salesforce shares in Q1 2026, an estimated $374K.
Salesforce made up 0.02% of Voleon Capital Management's portfolio in Q1 2026, its #499 holding.
Voleon Capital Management first reported a position in Salesforce in Q3 2019 and has held it in 8 quarters since.
Voleon Capital Management's Salesforce position peaked at $48.6M in Q4 2019.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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