CPCM
CRM icon

Cardinal Point Capital Management’s Salesforce CRM Stock Holding History

Cardinal Point 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 		$219K Hold
1,400
– – 0.01% 280
2026
Q1 		$261K Hold
1,400
– – 0.02% 243
2025
Q4 		$371K Sell
1,400
-40
-3% -$9.94K 0.02% 182
2025
Q3 		$341K Hold
1,440
– – 0.02% 192
2025
Q2 		$393K Buy
+1,440
New +$385K 0.03% 160

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

Cardinal Point Capital Management's CRM Position: Q2 2026 in Review

Cardinal Point Capital Management held its Salesforce (CRM) position steady in Q2 2026 at 1,400 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #280.

Cardinal Point Capital Management first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $393K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cardinal Point Capital Management held 1,400 shares of Salesforce worth $219K as of Q2 2026.
  • Cardinal Point Capital Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #280 holding.
  • Cardinal Point Capital Management first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • Cardinal Point Capital Management's Salesforce position peaked at $393K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.