CJ
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Caitlin John’s Salesforce CRM Stock Holding History

Caitlin John’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 		$9.6K Buy
61
+16
+36% +$2.81K 0.01% 599
2026
Q1 		$8.45K Sell
45
-21
-32% -$4.35K 0.01% 543
2025
Q4 		$17.5K Sell
66
-1
-1% -$249 0.01% 458
2025
Q3 		$15.9K Buy
+67
New +$16.9K 0.01% 433
2025
Q1 		– Sell
-67
Closed -$22.4K – 262
2024
Q4 		$22.4K Hold
67
– – 0.01% 364
2024
Q3 		$22.9K Sell
67
-86
-56% -$22K 0.01% 365
2024
Q2 		$39.3K Sell
153
-2
-1% -$535 0.03% 276
2024
Q1 		$46.7K Sell
155
-7
-4% -$2.02K 0.03% 247
2023
Q4 		$42.6K Buy
+162
New +$36.7K 0.03% 239

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

Caitlin John's CRM Position: Q2 2026 in Review

Caitlin John increased its Salesforce (CRM) stake by 36% in Q2 2026, buying an estimated $2.81K and bringing the position to 61 shares worth $9.6K. The position accounts for 0.01% of the portfolio, ranked #599.

Caitlin John first reported a position in CRM in Q4 2023 and has held it in 9 quarters since. The position peaked at $46.7K in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Caitlin John held 61 shares of Salesforce worth $9.6K as of Q2 2026.
  • Caitlin John bought 16 Salesforce shares in Q2 2026, an estimated $2.81K.
  • Salesforce made up 0.01% of Caitlin John's portfolio in Q2 2026, its #599 holding.
  • Caitlin John first reported a position in Salesforce in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Salesforce position peaked at $46.7K in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.