CSP
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Cary Street Partners’s Salesforce CRM Stock Holding History

Cary Street Partners’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 		$2.9M Sell
18,521
-3,288
-15% -$578K 0.06% 288
2026
Q1 		$4.07M Sell
21,809
-474
-2% -$98.2K 0.1% 209
2025
Q4 		$5.9M Sell
22,283
-2,134
-9% -$530K 0.15% 155
2025
Q3 		$5.79M Sell
24,417
-19,410
-44% -$4.9M 0.15% 150
2025
Q2 		$12M Sell
43,827
-1,141
-3% -$305K 0.34% 73
2025
Q1 		$12.1M Buy
44,968
+987
+2% +$307K 0.38% 67
2024
Q4 		$14.7M Buy
+43,981
New +$14M 0.48% 53

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

Cary Street Partners's CRM Position: Q2 2026 in Review

Cary Street Partners reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $578K and leaving 18,521 shares worth $2.9M. The position accounts for 0.06% of the portfolio, ranked #288.

Cary Street Partners first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cary Street Partners held 18,521 shares of Salesforce worth $2.9M as of Q2 2026.
  • Cary Street Partners sold 3,288 Salesforce shares in Q2 2026, an estimated $578K.
  • Salesforce made up 0.06% of Cary Street Partners's portfolio in Q2 2026, its #288 holding.
  • Cary Street Partners first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Salesforce position peaked at $14.7M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.