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AXS Investments’s Salesforce CRM Stock Holding History

AXS Investments’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 		$1.81M Sell
11,544
-174
-1% -$30.6K 0.51% 24
2026
Q1 		$2.19M Sell
11,718
-1,618
-12% -$335K 0.88% 31
2025
Q4 		$3.53M Sell
13,336
-174
-1% -$43.2K 1.22% 17
2025
Q3 		$3.2M Buy
13,510
+543
+4% +$137K 1.01% 21
2025
Q2 		$3.54M Sell
12,967
-3,829
-23% -$1.02M 1.45% 17
2025
Q1 		$4.51M Sell
16,796
-412
-2% -$128K 1.25% 15
2024
Q4 		$5.75M Sell
17,208
-1,515
-8% -$483K 1.6% 10
2024
Q3 		$5.12M Sell
18,723
-3,730
-17% -$955K 1.36% 9
2024
Q2 		$5.77M Sell
22,453
-1,116
-5% -$299K 1.61% 7
2024
Q1 		$7.1M Sell
23,569
-1,438
-6% -$415K 1.7% 7
2023
Q4 		$6.58M Sell
25,007
-3,030
-11% -$686K 1.58% 5
2023
Q3 		$5.69M Buy
28,037
+1,064
+4% +$230K 1.47% 8
2023
Q2 		$5.7M Sell
26,973
-3,654
-12% -$746K 1.52% 9
2023
Q1 		$6.12M Sell
30,627
-3,004
-9% -$507K 2.02% 3
2022
Q4 		$4.46M Sell
33,631
-2,138
-6% -$312K 1.59% 12
2022
Q3 		$5.14M Sell
35,769
-1,973
-5% -$335K 2% 6
2022
Q2 		$6.23M Sell
37,742
-5,125
-12% -$906K 2.21% 7
2022
Q1 		$9.1M Sell
42,867
-5,624
-12% -$1.21M 3.63% 8
2021
Q4 		$12.3M Buy
+48,491
New +$13.6M 2.92% 10
2021
Q3 		– Sell
-43,686
Closed -$10.7M – 127
2021
Q2 		$10.7M Buy
43,686
+17,939
+70% +$4.13M 3.25% 9
2021
Q1 		$5.46M Buy
+25,747
New +$5.73M 1.94% 17

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

AXS Investments's CRM Position: Q2 2026 in Review

AXS Investments reduced its Salesforce (CRM) stake by 1.5% in Q2 2026, selling an estimated $30.6K and leaving 11,544 shares worth $1.81M. The position accounts for 0.51% of the portfolio, ranked #24.

AXS Investments first reported a position in CRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.3M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • AXS Investments held 11,544 shares of Salesforce worth $1.81M as of Q2 2026.
  • AXS Investments sold 174 Salesforce shares in Q2 2026, an estimated $30.6K.
  • Salesforce made up 0.51% of AXS Investments's portfolio in Q2 2026, its #24 holding.
  • AXS Investments first reported a position in Salesforce in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's Salesforce position peaked at $12.3M in Q4 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.