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Boreal Capital Management’s Salesforce CRM Stock Holding History

Boreal 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 		$12.4K Sell
79
-325
-80% -$57.1K 0.01% 303
2026
Q1 		$75.4K Sell
404
-51
-11% -$10.6K 0.06% 169
2025
Q4 		$121K Sell
455
-37
-8% -$9.2K 0.09% 150
2025
Q3 		$117K Sell
492
-392
-44% -$98.9K 0.09% 158
2025
Q2 		$241K Buy
+884
New +$236K 0.2% 120

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

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

Boreal Capital Management reduced its Salesforce (CRM) stake by 80% in Q2 2026, selling an estimated $57.1K and leaving 79 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #303.

Boreal Capital Management first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $241K in Q2 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Boreal Capital Management held 79 shares of Salesforce worth $12.4K as of Q2 2026.
  • Boreal Capital Management sold 325 Salesforce shares in Q2 2026, an estimated $57.1K.
  • Salesforce made up 0.01% of Boreal Capital Management's portfolio in Q2 2026, its #303 holding.
  • Boreal Capital Management first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Salesforce position peaked at $241K in Q2 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.