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Bryn Mawr Capital Management’s Salesforce CRM Stock Holding History

Bryn Mawr Capital 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 		$1.14M Sell
7,301
-316
-4% -$55.6K 0.05% 206
2026
Q1 		$1.42M Sell
7,617
-160
-2% -$33.1K 0.07% 182
2025
Q4 		$2.06M Sell
7,777
-311
-4% -$77.3K 0.1% 146
2025
Q3 		$1.92M Buy
8,088
+842
+12% +$212K 0.1% 153
2025
Q2 		$1.98M Sell
7,246
-390
-5% -$104K 0.11% 149
2025
Q1 		$2.05M Buy
7,636
+233
+3% +$72.5K 0.12% 135
2024
Q4 		$2.47M Buy
7,403
+1,030
+16% +$329K 0.13% 137
2024
Q3 		$1.74M Sell
6,373
-4,011
-39% -$1.03M 0.09% 166
2024
Q2 		$2.67M Sell
10,384
-247
-2% -$66.1K 0.15% 130
2024
Q1 		$3.2M Sell
10,631
-390
-4% -$113K 0.18% 119
2023
Q4 		$2.9M Sell
11,021
-148
-1% -$33.5K 0.18% 120
2023
Q3 		$2.26M Buy
11,169
+2,899
+35% +$626K 0.15% 131
2023
Q2 		$1.75M Sell
8,270
-2,787
-25% -$569K 0.16% 124
2023
Q1 		$2.21M Buy
11,057
+57
+0.5% +$9.63K 0.23% 99
2022
Q4 		$1.46M Buy
11,000
+3,096
+39% +$452K 0.16% 129
2022
Q3 		$1.14M Buy
7,904
+100
+1% +$17K 0.4% 65
2022
Q2 		$1.29M Sell
7,804
-244
-3% -$43.1K 0.42% 63
2022
Q1 		$1.71M Buy
+8,048
New +$1.73M 0.48% 55

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

Bryn Mawr Capital Management's CRM Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its Salesforce (CRM) stake by 4.1% in Q2 2026, selling an estimated $55.6K and leaving 7,301 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #206.

Bryn Mawr Capital Management first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.2M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bryn Mawr Capital Management held 7,301 shares of Salesforce worth $1.14M as of Q2 2026.
  • Bryn Mawr Capital Management sold 316 Salesforce shares in Q2 2026, an estimated $55.6K.
  • Salesforce made up 0.05% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #206 holding.
  • Bryn Mawr Capital Management first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
  • Bryn Mawr Capital Management's Salesforce position peaked at $3.2M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.