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Consolidated Capital Management’s Salesforce CRM Stock Holding History

Consolidated Capital 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 		$207K Hold
1,318
– – 0.06% 68
2026
Q1 		$246K Hold
1,318
– – 0.08% 63
2025
Q4 		$349K Sell
1,318
-2
-0.2% -$497 0.11% 58
2025
Q3 		$313K Buy
1,320
+4
+0.3% +$1.01K 0.11% 42
2025
Q2 		$359K Buy
1,316
+9
+0.7% +$2.41K 0.13% 35
2025
Q1 		$351K Sell
1,307
-206
-14% -$64.1K 0.15% 33
2024
Q4 		$506K Buy
1,513
+206
+16% +$65.7K 0.22% 28
2024
Q3 		$358K Buy
1,307
+4
+0.3% +$1.02K 0.16% 30
2024
Q2 		$335K Sell
1,303
-30
-2% -$8.03K 0.16% 34
2024
Q1 		$401K Hold
1,333
– – 0.19% 37
2023
Q4 		$351K Sell
1,333
-1
-0.1% -$226 0.19% 38
2023
Q3 		$271K Buy
1,334
+6
+0.5% +$1.3K 0.14% 46
2023
Q2 		$281K Sell
1,328
-1
-0.1% -$204 0.14% 45
2023
Q1 		$266K Buy
+1,329
New +$224K 0.14% 46
2022
Q3 		– Sell
-1,329
Closed -$219K – 58
2022
Q2 		$219K Buy
1,329
+4
+0.3% +$707 0.13% 51
2022
Q1 		$281K Buy
1,325
+8
+0.6% +$1.72K 0.13% 44
2021
Q4 		$335K Hold
1,317
– – 0.15% 38
2021
Q3 		$357K Hold
1,317
– – 0.17% 36
2021
Q2 		$322K Hold
1,317
– – 0.15% 37
2021
Q1 		$279K Buy
1,317
+2
+0.2% +$445 0.14% 37
2020
Q4 		$293K Sell
1,315
-106
-7% -$25.8K 0.19% 29
2020
Q3 		$357K Buy
1,421
+6
+0.4% +$1.31K 0.19% 29
2020
Q2 		$265K Hold
1,415
– – 0.16% 30
2020
Q1 		$204K Buy
+1,415
New +$243K 0.16% 31

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

Consolidated Capital Management's CRM Position: Q2 2026 in Review

Consolidated Capital Management held its Salesforce (CRM) position steady in Q2 2026 at 1,318 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #68.

Consolidated Capital Management first reported a position in CRM in Q1 2020 and has held it in 24 quarters since. The position peaked at $506K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Consolidated Capital Management held 1,318 shares of Salesforce worth $207K as of Q2 2026.
  • Consolidated Capital Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.06% of Consolidated Capital Management's portfolio in Q2 2026, its #68 holding.
  • Consolidated Capital Management first reported a position in Salesforce in Q1 2020 and has held it in 24 quarters since.
  • Consolidated Capital Management's Salesforce position peaked at $506K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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