BA
CRM icon

Bridgewater Advisors’s Salesforce CRM Stock Holding History

Bridgewater Advisors’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 		$1.1M Buy
5,920
+3,273
+124% +$576K 0.06% 143
2026
Q1 		$439K Sell
2,647
-426
-14% -$88.3K 0.03% 280
2025
Q4 		$681K Buy
3,073
+189
+7% +$47K 0.04% 203
2025
Q3 		$690K Sell
2,884
-1,670
-37% -$421K 0.05% 188
2025
Q2 		$1.22M Buy
4,554
+331
+8% +$88.5K 0.09% 107
2025
Q1 		$1.13M Buy
+4,223
New +$1.31M 0.1% 108

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

Bridgewater Advisors's CRM Position: Q2 2026 in Review

Bridgewater Advisors increased its Salesforce (CRM) stake by 124% in Q2 2026, buying an estimated $576K and bringing the position to 5,920 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #143.

Bridgewater Advisors first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bridgewater Advisors held 5,920 shares of Salesforce worth $1.1M as of Q2 2026.
  • Bridgewater Advisors bought 3,273 Salesforce shares in Q2 2026, an estimated $576K.
  • Salesforce made up 0.06% of Bridgewater Advisors's portfolio in Q2 2026, its #143 holding.
  • Bridgewater Advisors first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • Bridgewater Advisors's Salesforce position peaked at $1.22M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.