3 Factor Indexing’s Salesforce CRM Stock Holding History

3 Factor Indexing’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 Q2	$627	Buy	4 +1	+33%	+$176	﹤0.01%	176
2026 Q1	$561	Buy	+3	New	+$622	﹤0.01%	176

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

3 Factor Indexing's CRM Position: Q2 2026 in Review

3 Factor Indexing increased its Salesforce (CRM) stake by 33% in Q2 2026, buying an estimated $176 and bringing the position to 4 shares worth $627. The position accounts for ﹤0.01% of the portfolio, ranked #176.

3 Factor Indexing first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

3 Factor Indexing held 4 shares of Salesforce worth $627 as of Q2 2026.
3 Factor Indexing bought 1 Salesforce share in Q2 2026, an estimated $176.
Salesforce made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #176 holding.
3 Factor Indexing first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.