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Byrne Asset Management’s Salesforce CRM Stock Holding History

Byrne 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 		$93.1K Sell
594
-74
-11% -$13K 0.05% 247
2026
Q1 		$125K Sell
668
-3,663
-85% -$759K 0.07% 196
2025
Q4 		$1.15M Buy
+4,331
New +$1.08M 0.63% 44
2025
Q3 		– Sell
-4,330
Closed -$1.09M – 50
2025
Q2 		$1.18M Buy
4,330
+134
+3% +$35.8K 0.78% 38
2025
Q1 		$1.13M Buy
4,196
+127
+3% +$39.5K 0.83% 37
2024
Q4 		$1.36M Sell
4,069
-90
-2% -$28.7K 0.96% 28
2024
Q3 		$1.14M Buy
4,159
+23
+0.6% +$5.89K 0.78% 42
2024
Q2 		$1.05M Buy
4,136
+245
+6% +$65.6K 0.75% 43
2024
Q1 		$1.17M Buy
3,891
+187
+5% +$54K 0.81% 37
2023
Q4 		$988K Buy
3,704
+3,299
+815% +$747K 0.75% 45
2023
Q3 		$82K Hold
405
– – 0.07% 158
2023
Q2 		$86K Hold
405
– – 0.06% 207
2023
Q1 		$81K Buy
405
+295
+268% +$49.8K 0.06% 195
2022
Q4 		$14.6K Buy
110
+65
+144% +$9.48K 0.01% 349
2022
Q3 		$6K Sell
45
-10
-18% -$1.7K ﹤0.01% 388
2022
Q2 		$9K Sell
55
-5,049
-99% -$892K 0.01% 363
2022
Q1 		$1.08M Sell
5,104
-163
-3% -$35.1K 0.68% 48
2021
Q4 		$1.34M Buy
+5,267
New +$1.48M 0.87% 35

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

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

Byrne Asset Management reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $13K and leaving 594 shares worth $93.1K. The position accounts for 0.05% of the portfolio, ranked #247.

Byrne Asset Management first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.36M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Byrne Asset Management held 594 shares of Salesforce worth $93.1K as of Q2 2026.
  • Byrne Asset Management sold 74 Salesforce shares in Q2 2026, an estimated $13K.
  • Salesforce made up 0.05% of Byrne Asset Management's portfolio in Q2 2026, its #247 holding.
  • Byrne Asset Management first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Byrne Asset Management's Salesforce position peaked at $1.36M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.