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Bridges Investment Management’s Salesforce CRM Stock Holding History

Bridges Investment 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 		$634K Buy
4,047
+12
+0.3% +$2.11K 0.01% 292
2026
Q1 		$753K Sell
4,035
-49
-1% -$10.2K 0.01% 266
2025
Q4 		$1.08M Buy
4,084
+162
+4% +$40.3K 0.01% 227
2025
Q3 		$930K Sell
3,922
-123
-3% -$31K 0.01% 250
2025
Q2 		$1.1M Buy
4,045
+90
+2% +$24.1K 0.01% 233
2025
Q1 		$1.06M Sell
3,955
-37
-0.9% -$11.5K 0.02% 229
2024
Q4 		$1.33M Sell
3,992
-52
-1% -$16.6K 0.02% 178
2024
Q3 		$1.11M Sell
4,044
-670
-14% -$172K 0.02% 192
2024
Q2 		$1.21M Buy
4,714
+3,418
+264% +$915K 0.02% 175
2024
Q1 		$390K Sell
1,296
-1,742
-57% -$503K 0.01% 172
2023
Q4 		$799K Sell
3,038
-136
-4% -$30.8K 0.03% 146
2023
Q3 		$644K Sell
3,174
-1,295
-29% -$280K 0.02% 153
2023
Q2 		$944K Sell
4,469
-3,859
-46% -$788K 0.03% 138
2023
Q1 		$1.66M Sell
8,328
-59,709
-88% -$10.1M 0.06% 122
2022
Q4 		$9.02M Sell
68,037
-17,494
-20% -$2.55M 0.33% 60
2022
Q3 		$12.3M Sell
85,531
-847
-1% -$144K 0.47% 54
2022
Q2 		$14.3M Buy
86,378
+1,511
+2% +$267K 0.52% 53
2022
Q1 		$18M Buy
84,867
+2,196
+3% +$473K 0.56% 47
2021
Q4 		$21M Sell
82,671
-540
-0.6% -$152K 0.61% 45
2021
Q3 		$22.6M Sell
83,211
-2,275
-3% -$578K 0.71% 40
2021
Q2 		$20.9M Sell
85,486
-2,440
-3% -$562K 0.62% 44
2021
Q1 		$18.6M Buy
87,926
+5,541
+7% +$1.23M 0.54% 50
2020
Q4 		$18.3M Buy
82,385
+5,343
+7% +$1.3M 0.56% 48
2020
Q3 		$19.4M Buy
77,042
+3,574
+5% +$782K 0.66% 41
2020
Q2 		$13.8M Sell
73,468
-967
-1% -$163K 0.5% 52
2020
Q1 		$10.7M Buy
74,435
+35,541
+91% +$6.09M 0.48% 52
2019
Q4 		$6.33M Buy
38,894
+13,169
+51% +$2.06M 0.23% 82
2019
Q3 		$3.82M Buy
25,725
+22,825
+787% +$3.47M 0.15% 98
2019
Q2 		$440K Buy
2,900
+150
+5% +$23.5K 0.02% 308
2019
Q1 		$436K Buy
+2,750
New +$426K 0.02% 276
2018
Q4 		– Sell
-1,550
Closed -$247K – 344
2018
Q3 		$247K Buy
+1,550
New +$230K 0.01% 250

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bridges Investment Management's CRM Position: Q2 2026 in Review

Bridges Investment Management increased its Salesforce (CRM) stake by 0.3% in Q2 2026, buying an estimated $2.11K and bringing the position to 4,047 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #292.

Bridges Investment Management first reported a position in CRM in Q3 2018 and has held it in 31 quarters since. The position peaked at $22.6M in Q3 2021. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bridges Investment Management held 4,047 shares of Salesforce worth $634K as of Q2 2026.
  • Bridges Investment Management bought 12 Salesforce shares in Q2 2026, an estimated $2.11K.
  • Salesforce made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #292 holding.
  • Bridges Investment Management first reported a position in Salesforce in Q3 2018 and has held it in 31 quarters since.
  • Bridges Investment Management's Salesforce position peaked at $22.6M in Q3 2021.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.