Connors Investor Services’s Salesforce CRM Stock Holding History

Connors Investor Services’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	-53,775	Closed	-$10M	–	156
2026 Q1	$10M	Buy	53,775 +1,095	+2%	+$227K	0.93%	43
2025 Q4	$13.9M	Sell	52,680 -3,534	-6%	-$878K	1.2%	34
2025 Q3	$13.3M	Buy	56,214 +257	+0.5%	+$64.8K	1.14%	39
2025 Q2	$15.3M	Buy	55,957 +11,523	+26%	+$3.08M	1.35%	30
2025 Q1	$11.9M	Buy	+44,434	New	+$13.8M	1.18%	41
2024 Q2	–	Sell	-47,869	Closed	-$14.4M	–	155
2024 Q1	$14.4M	Sell	47,869 -5,002	-9%	-$1.44M	1.52%	27
2023 Q4	$13.9M	Buy	+52,871	New	+$12M	1.56%	28

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

Connors Investor Services's CRM Position: Q2 2026 in Review

Connors Investor Services sold out of Salesforce (CRM) in Q2 2026, closing a stake of 53,775 shares — an estimated $10M sold.

Connors Investor Services first reported a position in CRM in Q4 2023 and held it in 7 quarters. The position peaked at $15.3M in Q2 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Connors Investor Services reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Connors Investor Services sold 53,775 Salesforce shares in Q2 2026, an estimated $10M.
Connors Investor Services first reported a position in Salesforce in Q4 2023 and held it in 7 quarters.
Connors Investor Services's Salesforce position peaked at $15.3M in Q2 2025.
2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Connors Investor Services's 13F filing for Q2 2026, filed 14 Aug 2026.