Agate Pass Investment Management’s Salesforce CRM Stock Holding History

Agate Pass 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 Q2	$340K	Sell	2,171 -3,531	-62%	-$621K	0.13%	89
2026 Q1	$1.06M	Sell	5,702 -2,788	-33%	-$578K	0.42%	61
2025 Q4	$2.25M	Buy	8,490 +282	+3%	+$70.1K	0.84%	36
2025 Q3	$1.95M	Sell	8,208 -2,814	-26%	-$710K	0.74%	41
2025 Q2	$3.01M	Buy	11,022 +2,437	+28%	+$652K	1.23%	23
2025 Q1	$2.3M	Buy	8,585 +1,364	+19%	+$424K	0.99%	30
2024 Q4	$2.41M	Buy	7,221 +2,217	+44%	+$708K	1.09%	29
2024 Q3	$1.37M	Buy	+5,004	New	+$1.28M	0.68%	44

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

Agate Pass Investment Management's CRM Position: Q2 2026 in Review

Agate Pass Investment Management reduced its Salesforce (CRM) stake by 62% in Q2 2026, selling an estimated $621K and leaving 2,171 shares worth $340K. The position accounts for 0.13% of the portfolio, ranked #89.

Agate Pass Investment Management first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.01M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Agate Pass Investment Management held 2,171 shares of Salesforce worth $340K as of Q2 2026.
Agate Pass Investment Management sold 3,531 Salesforce shares in Q2 2026, an estimated $621K.
Salesforce made up 0.13% of Agate Pass Investment Management's portfolio in Q2 2026, its #89 holding.
Agate Pass Investment Management first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
Agate Pass Investment Management's Salesforce position peaked at $3.01M in Q2 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.