Brandywine Managers’s Salesforce CRM Stock Holding History

Brandywine Managers’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	$1.08M	Hold	6,913	–	–	0.54%	18
2026 Q1	$1.29M	Hold	6,913	–	–	0.76%	10
2025 Q4	$1.83M	Hold	6,913	–	–	0.91%	10
2025 Q3	$1.64M	Hold	6,913	–	–	1.57%	10
2025 Q2	$1.89M	Hold	6,913	–	–	1.87%	9
2025 Q1	$1.86M	Hold	6,913	–	–	2.23%	7
2024 Q4	$2.31M	Hold	6,913	–	–	2.44%	6
2024 Q3	$1.89M	Hold	6,913	–	–	2.03%	7
2024 Q2	$1.78M	Hold	6,913	–	–	1.88%	7
2024 Q1	$2.08M	Hold	6,913	–	–	2.06%	6
2023 Q4	$1.82M	Hold	6,913	–	–	1.99%	4
2023 Q3	$1.4M	Hold	6,913	–	–	2.37%	5
2023 Q2	$1.46M	Hold	6,913	–	–	0.96%	13
2023 Q1	$1.38M	Hold	6,913	–	–	0.98%	13
2022 Q4	$917K	Hold	6,913	–	–	3.2%	8
2022 Q3	$994K	Hold	6,913	–	–	3.27%	6
2022 Q2	$1.14M	Hold	6,913	–	–	2.8%	6
2022 Q1	$1.47M	Hold	6,913	–	–	2.53%	7
2021 Q4	$1.76M	Sell	6,913 -1,450	-17%	-$407K	1.99%	9
2021 Q3	$2.27M	Buy	8,363 +7,363	+736%	+$1.87M	2.37%	7
2021 Q2	$244K	Hold	1,000	–	–	0.28%	42
2021 Q1	$212K	Hold	1,000	–	–	0.28%	45
2020 Q4	$223K	Hold	1,000	–	–	0.31%	41
2020 Q3	$251K	Buy	+1,000	New	+$219K	0.48%	37

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brandywine Managers's CRM Position: Q2 2026 in Review

Brandywine Managers held its Salesforce (CRM) position steady in Q2 2026 at 6,913 shares worth $1.08M. The position accounts for 0.54% of the portfolio, ranked #18.

Brandywine Managers first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.31M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Brandywine Managers held 6,913 shares of Salesforce worth $1.08M as of Q2 2026.
Brandywine Managers left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.54% of Brandywine Managers's portfolio in Q2 2026, its #18 holding.
Brandywine Managers first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
Brandywine Managers's Salesforce position peaked at $2.31M in Q4 2024.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Brandywine Managers's 13F filing for Q2 2026, filed 14 Aug 2026.