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Boyar Asset Management’s Salesforce CRM Stock Holding History

Boyar 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 		$1.63M Buy
10,396
+2,702
+35% +$475K 0.93% 30
2026
Q1 		$1.44M Buy
+7,694
New +$1.59M 0.82% 32

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

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

Boyar Asset Management increased its Salesforce (CRM) stake by 35% in Q2 2026, buying an estimated $475K and bringing the position to 10,396 shares worth $1.63M. The position accounts for 0.93% of the portfolio, ranked #30.

Boyar Asset Management first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Boyar Asset Management held 10,396 shares of Salesforce worth $1.63M as of Q2 2026.
  • Boyar Asset Management bought 2,702 Salesforce shares in Q2 2026, an estimated $475K.
  • Salesforce made up 0.93% of Boyar Asset Management's portfolio in Q2 2026, its #30 holding.
  • Boyar Asset Management first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Boyar Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.