CastleKnight Management’s Salesforce CRM Stock Holding History

CastleKnight 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
2025 Q4	–	Sell	-25,000	Closed	-$5.92M	–	380
2025 Q3	$5.92M	Buy	+25,000	New	+$6.31M	0.12%	130
2025 Q2	–	Sell	-10,000	Closed	-$2.68M	–	445
2025 Q1	$2.68M	Buy	+10,000	New	+$3.11M	0.11%	121
2024 Q3	–	Sell	-35,000	Closed	-$9M	–	371
2024 Q2	$9M	Buy	+35,000	New	+$9.37M	0.45%	32
2023 Q4	–	Sell	-25,000	Closed	-$5.07M	–	319
2023 Q3	$5.07M	Buy	+25,000	New	+$5.4M	0.33%	48
2023 Q2	–	Sell	-20,000	Closed	-$4M	–	307
2023 Q1	$4M	Buy	+20,000	New	+$3.38M	0.41%	39

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

CastleKnight Management's CRM Position: Q2 2026 in Review

CastleKnight Management held its Salesforce (CRM) position steady in Q2 2026 at 69,900 shares worth $11M. The position accounts for 0.15% of the portfolio, ranked #98.

CastleKnight Management first reported a position in CRM in Q1 2022 and has held it in 16 quarters since. The position peaked at $13M in Q1 2026. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

CastleKnight Management held 69,900 shares of Salesforce worth $11M as of Q2 2026.
CastleKnight Management left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.15% of CastleKnight Management's portfolio in Q2 2026, its #98 holding.
CastleKnight Management first reported a position in Salesforce in Q1 2022 and has held it in 16 quarters since.
CastleKnight Management's Salesforce position peaked at $13M in Q1 2026.
2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CastleKnight Management's 13F filing for Q2 2026, filed 14 Aug 2026.