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Bard Associates’s Salesforce CRM Stock Holding History

Bard Associates’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 		$3.92K Buy
+25
New +$4.4K ﹤0.01% 270

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

Bard Associates's CRM Position: Q2 2026 in Review

Bard Associates opened a new position in Salesforce (CRM) in Q2 2026: 25 shares worth $3.92K. The stake represents ﹤0.01% of the portfolio and ranks #270 among its holdings.

2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bard Associates held 25 shares of Salesforce worth $3.92K as of Q2 2026.
  • Salesforce was a new Bard Associates position in Q2 2026.
  • Salesforce made up ﹤0.01% of Bard Associates's portfolio in Q2 2026, its #270 holding.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.