Arcataur Capital Management’s Salesforce CRM Stock Holding History

Arcataur 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	$279K	Buy	1,778 +125	+8%	+$22K	0.07%	92
2026 Q1	$309K	Buy	1,653 +25	+2%	+$5.18K	0.09%	85
2025 Q4	$431K	Sell	1,628 -24	-1%	-$5.96K	0.12%	72
2025 Q3	$392K	Sell	1,652 -75	-4%	-$18.9K	0.12%	77
2025 Q2	$471K	Buy	1,727 +12	+0.7%	+$3.21K	0.15%	64
2025 Q1	$460K	Sell	1,715 -130	-7%	-$40.4K	0.16%	66
2024 Q4	$617K	Sell	1,845 -10	-0.5%	-$3.19K	0.21%	47
2024 Q3	$508K	Sell	1,855 -5	-0.3%	-$1.28K	0.17%	61
2024 Q2	$478K	Buy	1,860 +45	+2%	+$12K	0.17%	59
2024 Q1	$547K	Hold	1,815	–	–	0.2%	47
2023 Q4	$478K	Sell	1,815 -90	-5%	-$20.4K	0.18%	51
2023 Q3	$386K	Hold	1,905	–	–	0.16%	63
2023 Q2	$402K	Buy	+1,905	New	+$389K	0.16%	61

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Arcataur Capital Management increased its Salesforce (CRM) stake by 7.6% in Q2 2026, buying an estimated $22K and bringing the position to 1,778 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #92.

Arcataur Capital Management first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $617K in Q4 2024. 1,905 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Arcataur Capital Management held 1,778 shares of Salesforce worth $279K as of Q2 2026.
Arcataur Capital Management bought 125 Salesforce shares in Q2 2026, an estimated $22K.
Salesforce made up 0.07% of Arcataur Capital Management's portfolio in Q2 2026, its #92 holding.
Arcataur Capital Management first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
Arcataur Capital Management's Salesforce position peaked at $617K in Q4 2024.
1,905 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Arcataur Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.