AGF Management’s Salesforce CRM Stock Holding History

AGF 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	$893K	Buy	5,700 +2,000	+54%	+$352K	﹤0.01%	585
2026 Q1	$691K	Sell	3,700 -273,530	-99%	-$56.7M	﹤0.01%	576
2025 Q4	$73.4M	Sell	277,230 -3,824	-1%	-$950K	0.32%	91
2025 Q3	$66.6M	Buy	281,054 +83,403	+42%	+$21M	0.29%	98
2025 Q2	$53.9M	Sell	197,651 -22,094	-10%	-$5.91M	0.24%	108
2025 Q1	$59M	Buy	219,745 +214,146	+3,825%	+$66.6M	0.31%	95
2024 Q4	$1.87M	Buy	5,599 +2,085	+59%	+$665K	0.01%	506
2024 Q3	$962K	Sell	3,514 -825	-19%	-$211K	﹤0.01%	576
2024 Q2	$1.12M	Buy	+4,339	New	+$1.16M	0.01%	546
2024 Q1	–	Sell	-1,065	Closed	-$280K	–	709
2023 Q4	$280K	Buy	+1,065	New	+$241K	﹤0.01%	690
2023 Q1	–	Sell	-11,970	Closed	-$1.59M	–	756
2022 Q4	$1.59M	Buy	+11,970	New	+$1.75M	0.01%	528

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

AGF Management's CRM Position: Q2 2026 in Review

AGF Management increased its Salesforce (CRM) stake by 54% in Q2 2026, buying an estimated $352K and bringing the position to 5,700 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

AGF Management first reported a position in CRM in Q4 2022 and has held it in 11 quarters since. The position peaked at $73.4M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

AGF Management held 5,700 shares of Salesforce worth $893K as of Q2 2026.
AGF Management bought 2,000 Salesforce shares in Q2 2026, an estimated $352K.
Salesforce made up ﹤0.01% of AGF Management's portfolio in Q2 2026, its #585 holding.
AGF Management first reported a position in Salesforce in Q4 2022 and has held it in 11 quarters since.
AGF Management's Salesforce position peaked at $73.4M in Q4 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.