Cathie Wood
CRM icon

Cathie Wood’s Salesforce CRM Stock Holding History

Cathie Wood’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 		– Sell
-6,062
Closed -$1.13M – 193
2026
Q1 		$1.13M Sell
6,062
-44,880
-88% -$9.3M 0.01% 159
2025
Q4 		$13.5M Sell
50,942
-25,071
-33% -$6.23M 0.09% 105
2025
Q3 		$18M Buy
76,013
+4,987
+7% +$1.26M 0.11% 93
2025
Q2 		$19.4M Sell
71,026
-4,167
-6% -$1.11M 0.14% 73
2025
Q1 		$20.2M Buy
+75,193
New +$23.4M 0.2% 66
2022
Q1 		– Sell
-768
Closed -$195K – 360
2021
Q4 		$195K Buy
+768
New +$216K ﹤0.01% 323
2021
Q1 		– Sell
-446,604
Closed -$99.4M – 291
2020
Q4 		$99.4M Buy
446,604
+301,960
+209% +$73.4M 0.26% 71
2020
Q3 		$36.4M Buy
144,644
+10,757
+8% +$2.35M 0.22% 63
2020
Q2 		$25.1M Sell
133,887
-4,302
-3% -$725K 0.27% 57
2020
Q1 		$19.9M Sell
138,189
-332,355
-71% -$57M 0.5% 41
2019
Q4 		$76.5M Buy
470,544
+70,859
+18% +$11.1M 1.93% 19
2019
Q3 		$59.3M Sell
399,685
-12,749
-3% -$1.94M 1.3% 27
2019
Q2 		$62.6M Buy
412,434
+64,549
+19% +$10.1M 1.58% 21
2019
Q1 		$55.1M Sell
347,885
-6,284
-2% -$974K 1.57% 22
2018
Q4 		$48.5M Buy
354,169
+102,660
+41% +$14.1M 1.97% 20
2018
Q3 		$40M Sell
251,509
-116,375
-32% -$17.3M 1.21% 32
2018
Q2 		$50.2M Buy
367,884
+58,274
+19% +$7.43M 1.84% 20
2018
Q1 		$36M Buy
309,610
+81,807
+36% +$9.39M 1.79% 20
2017
Q4 		$23.3M Buy
227,803
+68,293
+43% +$6.96M 1.85% 18
2017
Q3 		$14.9M Buy
159,510
+48,231
+43% +$4.44M 1.82% 20
2017
Q2 		$9.64M Buy
111,279
+30,792
+38% +$2.68M 1.88% 20
2017
Q1 		$6.64M Buy
80,487
+805
+1% +$64.3K 1.91% 20
2016
Q4 		$5.46M Buy
+79,682
New +$5.78M 1.98% 13

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

Cathie Wood's CRM Position: Q2 2026 in Review

Cathie Wood sold out of Salesforce (CRM) in Q2 2026, closing a stake of 6,062 shares — an estimated $1.13M sold.

Cathie Wood first reported a position in CRM in Q4 2016 and held it in 23 quarters. The position peaked at $99.4M in Q4 2020. 2,469 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cathie Wood reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Cathie Wood sold 6,062 Salesforce shares in Q2 2026, an estimated $1.13M.
  • Cathie Wood first reported a position in Salesforce in Q4 2016 and held it in 23 quarters.
  • Cathie Wood's Salesforce position peaked at $99.4M in Q4 2020.
  • 2,469 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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