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Bellevue Asset Management’s Salesforce CRM Stock Holding History

Bellevue 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 		$13.2K Buy
84
+14
+20% +$2.46K 0.01% 272
2026
Q1 		$13.1K Hold
70
– – 0.01% 266
2025
Q4 		$18.5K Hold
70
– – 0.01% 240
2025
Q3 		$16.6K Hold
70
– – 0.01% 249
2025
Q2 		$19.1K Hold
70
– – 0.01% 239
2025
Q1 		$18.8K Hold
70
– – 0.01% 236
2024
Q4 		$23.4K Hold
70
– – 0.01% 223
2024
Q3 		$19.2K Hold
70
– – 0.01% 230
2024
Q2 		$18K Hold
70
– – 0.01% 232
2024
Q1 		$21.1K Hold
70
– – 0.01% 219
2023
Q4 		$18.4K Hold
70
– – 0.02% 231
2023
Q3 		$14.2K Hold
70
– – 0.01% 239
2023
Q2 		$14.8K Sell
70
-20
-22% -$4.08K 0.01% 241
2023
Q1 		$18K Sell
90
-55
-38% -$9.29K 0.01% 235
2022
Q4 		$19K Sell
145
-10
-6% -$1.46K 0.01% 231
2022
Q3 		$23K Buy
155
+20
+15% +$3.39K 0.02% 219
2022
Q2 		$22K Hold
135
– – 0.02% 236
2022
Q1 		$29K Buy
135
+25
+23% +$5.38K 0.02% 227
2021
Q4 		$28K Hold
110
– – 0.02% 235
2021
Q3 		$30K Sell
110
-22
-17% -$5.59K 0.02% 225
2021
Q2 		$32K Sell
132
-2
-1% -$461 0.02% 222
2021
Q1 		$29K Buy
134
+2
+2% +$445 0.02% 239
2020
Q4 		$30K Hold
132
– – 0.02% 229
2020
Q3 		$33K Hold
132
– – 0.02% 204
2020
Q2 		$25K Hold
132
– – 0.03% 234
2020
Q1 		$21K Hold
132
– – 0.02% 261
2019
Q4 		$21K Buy
+132
New +$20.7K 0.02% 250

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

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

Bellevue Asset Management increased its Salesforce (CRM) stake by 20% in Q2 2026, buying an estimated $2.46K and bringing the position to 84 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #272.

Bellevue Asset Management first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $33K in Q3 2020. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bellevue Asset Management held 84 shares of Salesforce worth $13.2K as of Q2 2026.
  • Bellevue Asset Management bought 14 Salesforce shares in Q2 2026, an estimated $2.46K.
  • Salesforce made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #272 holding.
  • Bellevue Asset Management first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Bellevue Asset Management's Salesforce position peaked at $33K in Q3 2020.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.