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Ceera Investments’s Salesforce CRM Stock Holding History

Ceera Investments’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 		$3.26M Sell
20,779
-794
-4% -$140K 1.38% 24
2026
Q1 		$4.03M Buy
21,573
+1,058
+5% +$219K 1.77% 18
2025
Q4 		$5.43M Sell
20,515
-1,292
-6% -$321K 2.1% 11
2025
Q3 		$5.17M Sell
21,807
-1,090
-5% -$275K 1.61% 23
2025
Q2 		$6.24M Sell
22,897
-320
-1% -$85.6K 1.91% 14
2025
Q1 		$6.23M Buy
23,217
+19
+0.1% +$5.91K 2.15% 14
2024
Q4 		$7.76M Sell
23,198
-315
-1% -$101K 2.66% 7
2024
Q3 		$6.44M Sell
23,513
-465
-2% -$119K 2.43% 8
2024
Q2 		$6.16M Sell
23,978
-235
-1% -$62.9K 2.61% 9
2024
Q1 		$7.29M Sell
24,213
-5,845
-19% -$1.69M 3.19% 6
2023
Q4 		$7.91M Sell
30,058
-145
-0.5% -$32.8K 3.72% 5
2023
Q3 		$6.12M Sell
30,203
-200
-0.7% -$43.2K 3.33% 5
2023
Q2 		$6.42M Sell
30,403
-5
-0% -$1.02K 3.71% 4
2023
Q1 		$6.07M Buy
30,408
+1,362
+5% +$230K 3.88% 3
2022
Q4 		$3.85M Buy
29,046
+8,146
+39% +$1.19M 2.43% 8
2022
Q3 		$3.01M Buy
+20,900
New +$3.54M 2% 19

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

Ceera Investments's CRM Position: Q2 2026 in Review

Ceera Investments reduced its Salesforce (CRM) stake by 3.7% in Q2 2026, selling an estimated $140K and leaving 20,779 shares worth $3.26M. The position accounts for 1.38% of the portfolio, ranked #24.

Ceera Investments first reported a position in CRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.91M in Q4 2023. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ceera Investments held 20,779 shares of Salesforce worth $3.26M as of Q2 2026.
  • Ceera Investments sold 794 Salesforce shares in Q2 2026, an estimated $140K.
  • Salesforce made up 1.38% of Ceera Investments's portfolio in Q2 2026, its #24 holding.
  • Ceera Investments first reported a position in Salesforce in Q3 2022 and has held it in 16 quarters since.
  • Ceera Investments's Salesforce position peaked at $7.91M in Q4 2023.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.