Augustine Asset Management’s Salesforce CRM Stock Holding History

Augustine Asset 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	$975K	Buy	6,226 +1	+0%	+$176	0.2%	53
2026 Q1	$1.16M	Sell	6,225 -3	-0%	-$622	0.26%	51
2025 Q4	$1.65M	Sell	6,228 -21	-0.3%	-$5.22K	0.33%	41
2025 Q3	$1.48M	Buy	6,249 +21	+0.3%	+$5.3K	0.3%	43
2025 Q2	$1.7M	Sell	6,228 -1,018	-14%	-$272K	0.45%	37
2025 Q1	$1.94M	Hold	7,246	–	–	0.57%	33
2024 Q4	$2.42M	Buy	7,246 +3,406	+89%	+$1.09M	0.64%	28
2024 Q3	$1.05M	Buy	3,840 +43	+1%	+$11K	0.37%	42
2024 Q2	$976K	Hold	3,797	–	–	0.38%	42
2024 Q1	$1.14M	Sell	3,797 -40	-1%	-$11.5K	0.48%	35
2023 Q4	$1.01M	Sell	3,837 -30	-0.8%	-$6.79K	0.45%	36
2023 Q3	$784K	Sell	3,867 -6	-0.2%	-$1.3K	0.36%	41
2023 Q2	$818K	Buy	3,873 +5	+0.1%	+$1.02K	0.38%	41
2023 Q1	$773K	Buy	3,868 +23	+0.6%	+$3.88K	0.38%	41
2022 Q4	$510K	Buy	+3,845	New	+$561K	0.28%	50

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

Augustine Asset Management's CRM Position: Q2 2026 in Review

Augustine Asset Management increased its Salesforce (CRM) stake by 0.02% in Q2 2026, buying an estimated $176 and bringing the position to 6,226 shares worth $975K. The position accounts for 0.2% of the portfolio, ranked #53.

Augustine Asset Management first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.42M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Augustine Asset Management held 6,226 shares of Salesforce worth $975K as of Q2 2026.
Augustine Asset Management bought 1 Salesforce share in Q2 2026, an estimated $176.
Salesforce made up 0.2% of Augustine Asset Management's portfolio in Q2 2026, its #53 holding.
Augustine Asset Management first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
Augustine Asset Management's Salesforce position peaked at $2.42M in Q4 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Augustine Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.