Claret Asset Management’s Salesforce CRM Stock Holding History

Claret Asset 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	$314K	Buy	2,005 +379	+23%	+$66.6K	0.03%	138
2026 Q1	$304K	Sell	1,626 -11	-0.7%	-$2.28K	0.04%	188
2025 Q4	$434K	Buy	1,637 +52	+3%	+$12.9K	0.05%	123
2025 Q3	$376K	Sell	1,585 -12	-0.8%	-$3.03K	0.04%	127
2025 Q2	$436K	Buy	+1,597	New	+$427K	0.06%	115
2025 Q1	–	Sell	-1,620	Closed	-$504K	–	117
2024 Q4	$542K	Buy	1,620 +464	+40%	+$148K	0.09%	97
2024 Q3	$316K	Buy	1,156 +4	+0.3%	+$1.02K	0.05%	113
2024 Q2	$296K	Buy	1,152 +203	+21%	+$54.3K	0.05%	112
2024 Q1	$286K	Buy	949 +72	+8%	+$20.8K	0.05%	122
2023 Q4	$231K	Buy	+877	New	+$198K	0.04%	137
2022 Q1	–	Sell	-873	Closed	-$222K	–	161
2021 Q4	$222K	Buy	873 +100	+13%	+$28.1K	0.04%	144
2021 Q3	$210K	Buy	+773	New	+$196K	0.04%	161
2020 Q1	–	Sell	-1,344	Closed	-$219K	–	177
2019 Q4	$219K	Buy	+1,344	New	+$211K	0.04%	175

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

Claret Asset Management's CRM Position: Q2 2026 in Review

Claret Asset Management increased its Salesforce (CRM) stake by 23% in Q2 2026, buying an estimated $66.6K and bringing the position to 2,005 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #138.

Claret Asset Management first reported a position in CRM in Q4 2019 and has held it in 13 quarters since. The position peaked at $542K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Claret Asset Management held 2,005 shares of Salesforce worth $314K as of Q2 2026.
Claret Asset Management bought 379 Salesforce shares in Q2 2026, an estimated $66.6K.
Salesforce made up 0.03% of Claret Asset Management's portfolio in Q2 2026, its #138 holding.
Claret Asset Management first reported a position in Salesforce in Q4 2019 and has held it in 13 quarters since.
Claret Asset Management's Salesforce position peaked at $542K in Q4 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.