BluePath Capital Management’s Salesforce CRM Stock Holding History

BluePath 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	$1.04M	Buy	6,654 +1,239	+23%	+$218K	0.57%	71
2026 Q1	$1.01M	Buy	5,415 +709	+15%	+$147K	0.7%	64
2025 Q4	$1.25M	Buy	4,706 +680	+17%	+$169K	0.84%	33
2025 Q3	$954K	Buy	4,026 +617	+18%	+$156K	0.7%	54
2025 Q2	$929K	Buy	3,409 +636	+23%	+$170K	0.82%	42
2025 Q1	$744K	Sell	2,773 -1,347	-33%	-$419K	0.77%	40
2024 Q4	$1.31M	Buy	4,120 +474	+13%	+$151K	0.71%	30
2024 Q3	$998K	Buy	3,646 +582	+19%	+$149K	0.62%	33
2024 Q2	$788K	Buy	3,064 +766	+33%	+$205K	0.55%	43
2024 Q1	$692K	Buy	2,298 +279	+14%	+$80.5K	0.52%	35
2023 Q4	$533K	Buy	2,019 +396	+24%	+$89.6K	0.45%	52
2023 Q3	$329K	Buy	+1,623	New	+$351K	0.3%	67

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

BluePath Capital Management increased its Salesforce (CRM) stake by 23% in Q2 2026, buying an estimated $218K and bringing the position to 6,654 shares worth $1.04M. The position accounts for 0.57% of the portfolio, ranked #71.

BluePath Capital Management first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

BluePath Capital Management held 6,654 shares of Salesforce worth $1.04M as of Q2 2026.
BluePath Capital Management bought 1,239 Salesforce shares in Q2 2026, an estimated $218K.
Salesforce made up 0.57% of BluePath Capital Management's portfolio in Q2 2026, its #71 holding.
BluePath Capital Management first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
BluePath Capital Management's Salesforce position peaked at $1.31M in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.