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Becker Capital Management’s Salesforce CRM Stock Holding History

Becker 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 		$14.2M Buy
90,180
+441
+0.5% +$77.5K 0.38% 71
2026
Q1 		$16.8M Sell
89,739
-39,365
-30% -$8.16M 0.49% 66
2025
Q4 		$34.3M Sell
129,104
-607
-0.5% -$151K 0.98% 29
2025
Q3 		$30.8M Buy
129,711
+314
+0.2% +$79.2K 0.9% 35
2025
Q2 		$35.3M Sell
129,397
-1,483
-1% -$396K 1.1% 25
2025
Q1 		$35.1M Sell
130,880
-5,396
-4% -$1.68M 1.16% 26
2024
Q4 		$45.6M Sell
136,276
-3,931
-3% -$1.25M 1.49% 17
2024
Q3 		$38.4M Sell
140,207
-516
-0.4% -$132K 1.25% 24
2024
Q2 		$36.2M Sell
140,723
-5,986
-4% -$1.6M 1.24% 24
2024
Q1 		$44.2M Sell
146,709
-3,510
-2% -$1.01M 1.52% 17
2023
Q4 		$39.5M Sell
150,219
-2,215
-1% -$501K 1.43% 18
2023
Q3 		$30.9M Sell
152,434
-2,346
-2% -$507K 1.23% 25
2023
Q2 		$32.7M Sell
154,780
-3,677
-2% -$751K 1.24% 25
2023
Q1 		$31.7M Buy
158,457
+9,866
+7% +$1.67M 1.25% 24
2022
Q4 		$19.7M Buy
148,591
+15,382
+12% +$2.24M 0.92% 45
2022
Q3 		$19.2M Buy
133,209
+1,050
+0.8% +$178K 1.01% 39
2022
Q2 		$21.8M Buy
132,159
+5,694
+5% +$1.01M 1.05% 39
2022
Q1 		$26.9M Buy
126,465
+1,197
+1% +$258K 1.08% 38
2021
Q4 		$31.8M Buy
125,268
+2,293
+2% +$644K 1.26% 28
2021
Q3 		$33.4M Buy
122,975
+17,541
+17% +$4.45M 1.41% 22
2021
Q2 		$25.8M Buy
105,434
+205
+0.2% +$47.2K 1.09% 38
2021
Q1 		$22.3M Sell
105,229
-8,255
-7% -$1.84M 1% 42
2020
Q4 		$25.3M Sell
113,484
-854
-0.7% -$208K 1.25% 31
2020
Q3 		$28.7M Buy
114,338
+3,488
+3% +$764K 1.6% 19
2020
Q2 		$20.8M Buy
+110,850
New +$18.7M 1.18% 34

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

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

Becker Capital Management increased its Salesforce (CRM) stake by 0.49% in Q2 2026, buying an estimated $77.5K and bringing the position to 90,180 shares worth $14.2M. The position accounts for 0.38% of the portfolio, ranked #71.

Becker Capital Management first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $45.6M in Q4 2024. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Becker Capital Management held 90,180 shares of Salesforce worth $14.2M as of Q2 2026.
  • Becker Capital Management bought 441 Salesforce shares in Q2 2026, an estimated $77.5K.
  • Salesforce made up 0.38% of Becker Capital Management's portfolio in Q2 2026, its #71 holding.
  • Becker Capital Management first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Becker Capital Management's Salesforce position peaked at $45.6M in Q4 2024.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.