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Ballast Inc’s Salesforce CRM Stock Holding History

Ballast Inc’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 		$1.53M Buy
9,737
+3,415
+54% +$601K 0.29% 60
2026
Q1 		$1.18M Buy
6,322
+95
+2% +$19.7K 0.27% 64
2025
Q4 		$1.65M Buy
6,227
+476
+8% +$118K 0.39% 43
2025
Q3 		$1.36M Buy
5,751
+13
+0.2% +$3.28K 0.33% 53
2025
Q2 		$1.56M Buy
5,738
+330
+6% +$88.2K 0.41% 48
2025
Q1 		$1.45M Buy
5,408
+276
+5% +$85.8K 0.41% 41
2024
Q4 		$1.72M Sell
5,132
-234
-4% -$74.7K 0.49% 33
2024
Q3 		$1.47M Sell
5,366
-59
-1% -$15.1K 0.42% 41
2024
Q2 		$1.39M Buy
5,425
+310
+6% +$83K 0.43% 40
2024
Q1 		$1.54M Buy
5,115
+7
+0.1% +$2.02K 0.49% 35
2023
Q4 		$1.34M Sell
5,108
-242
-5% -$54.8K 0.46% 37
2023
Q3 		$1.08M Sell
5,350
-278
-5% -$60.1K 0.43% 39
2023
Q2 		$1.19M Buy
5,628
+273
+5% +$55.7K 0.46% 35
2023
Q1 		$1.07M Buy
5,355
+379
+8% +$64K 0.44% 37
2022
Q4 		$660K Buy
4,976
+1,551
+45% +$226K 0.29% 65
2022
Q3 		$492K Buy
+3,425
New +$581K 0.24% 70

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

Ballast Inc's CRM Position: Q2 2026 in Review

Ballast Inc increased its Salesforce (CRM) stake by 54% in Q2 2026, buying an estimated $601K and bringing the position to 9,737 shares worth $1.53M. The position accounts for 0.29% of the portfolio, ranked #60.

Ballast Inc first reported a position in CRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.72M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ballast Inc held 9,737 shares of Salesforce worth $1.53M as of Q2 2026.
  • Ballast Inc bought 3,415 Salesforce shares in Q2 2026, an estimated $601K.
  • Salesforce made up 0.29% of Ballast Inc's portfolio in Q2 2026, its #60 holding.
  • Ballast Inc first reported a position in Salesforce in Q3 2022 and has held it in 16 quarters since.
  • Ballast Inc's Salesforce position peaked at $1.72M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ballast Inc's 13F filing for Q2 2026, filed 10 Jul 2026.