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Bosun Asset Management’s Salesforce CRM Stock Holding History

Bosun 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 		$727K Sell
4,640
-1,330
-22% -$234K 0.37% 35
2026
Q1 		$1.11M Buy
5,970
+1,370
+30% +$284K 0.6% 24
2025
Q4 		$1.22M Hold
4,600
– – 0.59% 22
2025
Q3 		$1.09M Sell
4,600
-137
-3% -$34.6K 0.56% 20
2025
Q2 		$1.29M Sell
4,737
-18
-0.4% -$4.81K 0.38% 57
2025
Q1 		$1.28M Sell
4,755
-45
-0.9% -$14K 0.55% 47
2024
Q4 		$1.6M Sell
4,800
-301
-6% -$96.1K 0.7% 42
2024
Q3 		$1.4M Buy
5,101
+40
+0.8% +$10.2K 0.66% 35
2024
Q2 		$1.3M Buy
5,061
+3
+0.1% +$803 0.77% 38
2024
Q1 		$1.52M Hold
5,058
– – 0.87% 24
2023
Q4 		$1.33M Sell
5,058
-653
-11% -$148K 1.32% 17
2023
Q3 		$1.16M Sell
5,711
-156
-3% -$33.7K 1.25% 16
2023
Q2 		$1.24M Buy
5,867
+86
+1% +$17.6K 1.22% 13
2023
Q1 		$1.15M Sell
5,781
-200
-3% -$33.8K 1.32% 13
2022
Q4 		$793K Buy
5,981
+71
+1% +$10.4K 1.12% 17
2022
Q3 		$850K Sell
5,910
-414
-7% -$70.2K 1.31% 13
2022
Q2 		$1.04M Sell
6,324
-1
-0% -$177 1.44% 12
2022
Q1 		$1.34M Sell
6,325
-6
-0.1% -$1.29K 1.41% 12
2021
Q4 		$1.61M Buy
+6,331
New +$1.78M 1.46% 12

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

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

Bosun Asset Management reduced its Salesforce (CRM) stake by 22% in Q2 2026, selling an estimated $234K and leaving 4,640 shares worth $727K. The position accounts for 0.37% of the portfolio, ranked #35.

Bosun Asset Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q4 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bosun Asset Management held 4,640 shares of Salesforce worth $727K as of Q2 2026.
  • Bosun Asset Management sold 1,330 Salesforce shares in Q2 2026, an estimated $234K.
  • Salesforce made up 0.37% of Bosun Asset Management's portfolio in Q2 2026, its #35 holding.
  • Bosun Asset Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Bosun Asset Management's Salesforce position peaked at $1.61M in Q4 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bosun Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.