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Alta Capital Management’s Salesforce CRM Stock Holding History

Alta 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
Q2 		$1.79M Buy
11,436
+425
+4% +$74.7K 0.13% 64
2026
Q1 		$2.06M Buy
11,011
+268
+2% +$55.5K 0.16% 65
2025
Q4 		$2.85M Sell
10,743
-2,750
-20% -$683K 0.19% 63
2025
Q3 		$3.2M Buy
13,493
+12,373
+1,105% +$3.12M 0.18% 62
2025
Q2 		$305K Buy
+1,120
New +$299K 0.02% 84
2016
Q2 		– Sell
-4,681
Closed -$345K – 99
2016
Q1 		$345K Hold
4,681
– – 0.02% 82
2015
Q4 		$366K Sell
4,681
-11
-0.2% -$859 0.03% 82
2015
Q3 		$325K Buy
4,692
+11
+0.2% +$780 0.03% 85
2015
Q2 		$325K Buy
+4,681
New +$333K 0.03% 87

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Alta Capital Management's CRM Position: Q2 2026 in Review

Alta Capital Management increased its Salesforce (CRM) stake by 3.9% in Q2 2026, buying an estimated $74.7K and bringing the position to 11,436 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #64.

Alta Capital Management first reported a position in CRM in Q2 2015 and has held it in 9 quarters since. The position peaked at $3.2M in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Alta Capital Management held 11,436 shares of Salesforce worth $1.79M as of Q2 2026.
  • Alta Capital Management bought 425 Salesforce shares in Q2 2026, an estimated $74.7K.
  • Salesforce made up 0.13% of Alta Capital Management's portfolio in Q2 2026, its #64 holding.
  • Alta Capital Management first reported a position in Salesforce in Q2 2015 and has held it in 9 quarters since.
  • Alta Capital Management's Salesforce position peaked at $3.2M in Q3 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Alta Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.