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 Q3	$1.67M	Buy	7,253 +599	+9%	+$124K	0.87%	35
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BluePath Capital Management's CRM Position: Q3 2026 in Review

BluePath Capital Management increased its Salesforce (CRM) stake by 9% in Q3 2026, buying an estimated $124K and bringing the position to 7,253 shares worth $1.67M. The position accounts for 0.87% of the portfolio, ranked #35.

BluePath Capital Management first reported a position in CRM in Q3 2023 and has held it in 13 quarters since. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

BluePath Capital Management held 7,253 shares of Salesforce worth $1.67M as of Q3 2026.
BluePath Capital Management bought 599 Salesforce shares in Q3 2026, an estimated $124K.
Salesforce made up 0.87% of BluePath Capital Management's portfolio in Q3 2026, its #35 holding.
BluePath Capital Management first reported a position in Salesforce in Q3 2023 and has held it in 13 quarters since.
1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.