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Capital Group Investment Management’s Salesforce CRM Stock Holding History

Capital Group 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 		$2.43M Sell
15,483
-808
-5% -$142K 0.37% 65
2026
Q1 		$3.04M Sell
16,291
-11,075
-40% -$2.29M 0.52% 52
2025
Q4 		$7.25M Buy
27,366
+7,361
+37% +$1.83M 1.18% 20
2025
Q3 		$4.74M Buy
20,005
+6,215
+45% +$1.57M 0.79% 36
2025
Q2 		$3.76M Buy
13,790
+816
+6% +$218K 0.67% 48
2025
Q1 		$3.48M Buy
12,974
+356
+3% +$111K 0.71% 45
2024
Q4 		$4.22M Sell
12,618
-1,075
-8% -$343K 0.8% 33
2024
Q3 		$3.75M Buy
13,693
+1,468
+12% +$376K 0.75% 41
2024
Q2 		$3.14M Sell
12,225
-12,831
-51% -$3.43M 0.68% 45
2024
Q1 		$7.55M Sell
25,056
-29,959
-54% -$8.64M 1.35% 15
2023
Q4 		$14.5M Sell
55,015
-17,822
-24% -$4.03M 1.52% 10
2023
Q3 		$14.8M Sell
72,837
-18,912
-21% -$4.09M 0.96% 36
2023
Q2 		$19.4M Buy
91,749
+78,336
+584% +$16M 0.96% 37
2023
Q1 		$2.68M Buy
+13,413
New +$2.27M 0.14% 112

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

Capital Group Investment Management's CRM Position: Q2 2026 in Review

Capital Group Investment Management reduced its Salesforce (CRM) stake by 5% in Q2 2026, selling an estimated $142K and leaving 15,483 shares worth $2.43M. The position accounts for 0.37% of the portfolio, ranked #65.

Capital Group Investment Management first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.4M in Q2 2023. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Capital Group Investment Management held 15,483 shares of Salesforce worth $2.43M as of Q2 2026.
  • Capital Group Investment Management sold 808 Salesforce shares in Q2 2026, an estimated $142K.
  • Salesforce made up 0.37% of Capital Group Investment Management's portfolio in Q2 2026, its #65 holding.
  • Capital Group Investment Management first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Capital Group Investment Management's Salesforce position peaked at $19.4M in Q2 2023.
  • 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Capital Group Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.