Copeland Capital Management’s Salesforce CRM Stock Holding History

Copeland 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	$571K	Sell	3,643 -76	-2%	-$13.4K	0.01%	141
2026 Q1	$694K	Sell	3,719 -46,821	-93%	-$9.7M	0.02%	141
2025 Q4	$13.4M	Sell	50,540 -1,796	-3%	-$446K	0.3%	106
2025 Q3	$12.4M	Sell	52,336 -2,745	-5%	-$692K	0.26%	116
2025 Q2	$15M	Sell	55,081 -148	-0.3%	-$39.6K	0.31%	103
2025 Q1	$14.8M	Sell	55,229 -913	-2%	-$284K	0.3%	104
2024 Q4	$18.8M	Sell	56,142 -8,505	-13%	-$2.71M	0.35%	93
2024 Q3	$17.7M	Buy	64,647 +28,532	+79%	+$7.31M	0.31%	102
2024 Q2	$9.29M	Buy	+36,115	New	+$9.66M	0.17%	119

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

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

Copeland Capital Management reduced its Salesforce (CRM) stake by 2% in Q2 2026, selling an estimated $13.4K and leaving 3,643 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #141.

Copeland Capital Management first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.8M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Copeland Capital Management held 3,643 shares of Salesforce worth $571K as of Q2 2026.
Copeland Capital Management sold 76 Salesforce shares in Q2 2026, an estimated $13.4K.
Salesforce made up 0.01% of Copeland Capital Management's portfolio in Q2 2026, its #141 holding.
Copeland Capital Management first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
Copeland Capital Management's Salesforce position peaked at $18.8M in Q4 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.