Aquatic Capital Management’s Salesforce CRM Stock Holding History

Aquatic 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	$13.3M	Buy	85,141 +70,060	+465%	+$12.3M	0.46%	37
2026 Q1	$2.82M	Sell	15,081 -10,712	-42%	-$2.22M	0.08%	298
2025 Q4	$6.83M	Sell	25,793 -149,008	-85%	-$37M	0.19%	130
2025 Q3	$41.4M	Buy	174,801 +24,187	+16%	+$6.1M	0.77%	18
2025 Q2	$41.1M	Buy	150,614 +5,933	+4%	+$1.59M	0.83%	13
2025 Q1	$38.8M	Buy	144,681 +12,216	+9%	+$3.8M	0.99%	8
2024 Q4	$44.3M	Buy	132,465 +56,065	+73%	+$17.9M	1.2%	2
2024 Q3	$20.9M	Buy	+76,400	New	+$19.6M	0.55%	41
2024 Q2	–	Sell	-960	Closed	-$289K	–	1295
2024 Q1	$289K	Buy	+960	New	+$277K	0.01%	681
2023 Q4	–	Sell	-122,200	Closed	-$24.8M	–	1376
2023 Q3	$24.8M	Buy	+122,200	New	+$26.4M	1.03%	17
2023 Q1	–	Sell	-29,300	Closed	-$3.88M	–	1340
2022 Q4	$3.88M	Buy	+29,300	New	+$4.28M	0.28%	93
2022 Q2	–	Sell	-900	Closed	-$191K	–	1259
2022 Q1	$191K	Buy	900 +200	+29%	+$43K	0.29%	74
2021 Q4	$178K	Buy	+700	New	+$197K	0.34%	46

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

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

Aquatic Capital Management increased its Salesforce (CRM) stake by 465% in Q2 2026, buying an estimated $12.3M and bringing the position to 85,141 shares worth $13.3M. The position accounts for 0.46% of the portfolio, ranked #37.

Aquatic Capital Management first reported a position in CRM in Q4 2021 and has held it in 13 quarters since. The position peaked at $44.3M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Aquatic Capital Management held 85,141 shares of Salesforce worth $13.3M as of Q2 2026.
Aquatic Capital Management bought 70,060 Salesforce shares in Q2 2026, an estimated $12.3M.
Salesforce made up 0.46% of Aquatic Capital Management's portfolio in Q2 2026, its #37 holding.
Aquatic Capital Management first reported a position in Salesforce in Q4 2021 and has held it in 13 quarters since.
Aquatic Capital Management's Salesforce position peaked at $44.3M in Q4 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.