Alpha Family Trust’s Salesforce CRM Stock Holding History

Alpha Family Trust’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	$581K	Buy	3,710 +775	+26%	+$136K	0.23%	71
2026 Q1	$548K	Hold	2,935	–	–	0.27%	64
2025 Q4	$778K	Hold	2,935	–	–	0.35%	50
2025 Q3	$696K	Hold	2,935	–	–	0.33%	56
2025 Q2	$800K	Hold	2,935	–	–	0.4%	47
2025 Q1	$788K	Hold	2,935	–	–	0.46%	49
2024 Q4	$981K	Hold	2,935	–	–	0.55%	28
2024 Q3	$803K	Hold	2,935	–	–	0.45%	39
2024 Q2	$755K	Hold	2,935	–	–	0.44%	39
2024 Q1	$884K	Hold	2,935	–	–	0.53%	34
2023 Q4	$772K	Hold	2,935	–	–	0.52%	33
2023 Q3	$595K	Hold	2,935	–	–	0.45%	45
2023 Q2	$620K	Hold	2,935	–	–	0.43%	41
2023 Q1	$586K	Hold	2,935	–	–	0.46%	42
2022 Q4	$389K	Buy	+2,935	New	+$428K	0.35%	55

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 $3.38T AUM 44.17% 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

Alpha Family Trust's CRM Position: Q2 2026 in Review

Alpha Family Trust increased its Salesforce (CRM) stake by 26% in Q2 2026, buying an estimated $136K and bringing the position to 3,710 shares worth $581K. The position accounts for 0.23% of the portfolio, ranked #71.

Alpha Family Trust first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $981K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Alpha Family Trust held 3,710 shares of Salesforce worth $581K as of Q2 2026.
Alpha Family Trust bought 775 Salesforce shares in Q2 2026, an estimated $136K.
Salesforce made up 0.23% of Alpha Family Trust's portfolio in Q2 2026, its #71 holding.
Alpha Family Trust first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
Alpha Family Trust's Salesforce position peaked at $981K in Q4 2024.
2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.