AFCM
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Applied Finance Capital Management’s Salesforce CRM Stock Holding History

Applied Finance 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 		– Sell
-3,519
Closed -$657K – 232
2026
Q1 		$657K Sell
3,519
-700
-17% -$145K 0.05% 136
2025
Q4 		$1.12M Sell
4,219
-3,485
-45% -$866K 0.08% 91
2025
Q3 		$1.83M Sell
7,704
-1,198
-13% -$302K 0.13% 69
2025
Q2 		$2.43M Buy
+8,902
New +$2.38M 0.17% 64
2025
Q1 		– Sell
-8,508
Closed -$2.84M – 307
2024
Q4 		$2.84M Sell
8,508
-730
-8% -$233K 0.12% 59
2024
Q3 		$2.53M Buy
9,238
+951
+11% +$244K 0.11% 59
2024
Q2 		$2.13M Buy
+8,287
New +$2.22M 0.1% 62

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

Applied Finance Capital Management's CRM Position: Q2 2026 in Review

Applied Finance Capital Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 3,519 shares — an estimated $657K sold.

Applied Finance Capital Management first reported a position in CRM in Q2 2024 and held it in 7 quarters. The position peaked at $2.84M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Applied Finance Capital Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Applied Finance Capital Management sold 3,519 Salesforce shares in Q2 2026, an estimated $657K.
  • Applied Finance Capital Management first reported a position in Salesforce in Q2 2024 and held it in 7 quarters.
  • Applied Finance Capital Management's Salesforce position peaked at $2.84M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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