CapitalatWork SA’s Salesforce CRM Stock Holding History

CapitalatWork SA’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	$71.6M	Buy	457,033 +14,053	+3%	+$2.47M	1.79%	24
2026 Q1	$82.7M	Buy	442,980 +141,615	+47%	+$29.3M	2.46%	17
2025 Q4	$79.8M	Buy	301,365 +66,721	+28%	+$16.6M	2.43%	16
2025 Q3	$55.6M	Buy	234,644 +16,090	+7%	+$4.06M	1.62%	25
2025 Q2	$59.6M	Buy	218,554 +28,939	+15%	+$7.74M	1.81%	25
2025 Q1	$50.9M	Buy	189,615 +29,689	+19%	+$9.23M	1.65%	25
2024 Q4	$53.5M	Buy	159,926 +10,957	+7%	+$3.5M	1.73%	24
2024 Q3	$40.8M	Buy	148,969 +51,019	+52%	+$13.1M	1.39%	26
2024 Q2	$25.2M	Buy	+97,950	New	+$26.2M	0.84%	32
2024 Q1	–	Hold	0	–	–	–	70
2023 Q4	–	Hold	0	–	–	–	72

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CapitalatWork SA's CRM Position: Q2 2026 in Review

CapitalatWork SA increased its Salesforce (CRM) stake by 3.2% in Q2 2026, buying an estimated $2.47M and bringing the position to 457,033 shares worth $71.6M. The position accounts for 1.79% of the portfolio, ranked #24.

CapitalatWork SA first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $82.7M in Q1 2026. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

CapitalatWork SA held 457,033 shares of Salesforce worth $71.6M as of Q2 2026.
CapitalatWork SA bought 14,053 Salesforce shares in Q2 2026, an estimated $2.47M.
Salesforce made up 1.79% of CapitalatWork SA's portfolio in Q2 2026, its #24 holding.
CapitalatWork SA first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
CapitalatWork SA's Salesforce position peaked at $82.7M in Q1 2026.
2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CapitalatWork SA's 13F filing for Q2 2026, filed 29 Jul 2026.