BAM
CRM icon

BOCHK Asset Management’s Salesforce CRM Stock Holding History

BOCHK 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 		– Sell
-3,900
Closed -$728K – 154
2026
Q1 		$728K Sell
3,900
-1,580
-29% -$327K 0.15% 80
2025
Q4 		$1.45M Buy
+5,480
New +$1.36M 0.39% 24
2024
Q2 		– Sell
-1,500
Closed -$452K – 61
2024
Q1 		$452K Sell
1,500
-500
-25% -$144K 0.16% 36
2023
Q4 		$526K Buy
+2,000
New +$453K 0.32% 38

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

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

BOCHK Asset Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 3,900 shares — an estimated $728K sold.

BOCHK Asset Management first reported a position in CRM in Q4 2023 and held it in 4 quarters. The position peaked at $1.45M in Q4 2025. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • BOCHK Asset Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • BOCHK Asset Management sold 3,900 Salesforce shares in Q2 2026, an estimated $728K.
  • BOCHK Asset Management first reported a position in Salesforce in Q4 2023 and held it in 4 quarters.
  • BOCHK Asset Management's Salesforce position peaked at $1.45M in Q4 2025.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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