Coston McIsaac & Partners’s Salesforce CRM Stock Holding History

Coston McIsaac & Partners’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	$13K	Sell	89 -10	-10%	-$1.76K	﹤0.01%	553
2026 Q1	$18K	Hold	99	–	–	﹤0.01%	485
2025 Q4	$26K	Buy	99 +50	+102%	+$12.4K	0.01%	415
2025 Q3	$11K	Hold	49	–	–	﹤0.01%	535
2025 Q2	$13K	Buy	49 +2	+4%	+$535	﹤0.01%	488
2025 Q1	$12K	Sell	47 -3	-6%	-$933	﹤0.01%	469
2024 Q4	$16K	Buy	50 +3	+6%	+$957	﹤0.01%	425
2024 Q3	$12K	Hold	47	–	–	﹤0.01%	463
2024 Q2	$12K	Hold	47	–	–	﹤0.01%	443
2024 Q1	$14K	Hold	47	–	–	﹤0.01%	434
2023 Q4	$12K	Hold	47	–	–	﹤0.01%	453
2023 Q3	$9K	Sell	47 -9	-16%	-$1.95K	﹤0.01%	473
2023 Q2	$11K	Hold	56	–	–	﹤0.01%	484
2023 Q1	$11K	Hold	56	–	–	﹤0.01%	479
2022 Q4	$7K	Hold	56	–	–	﹤0.01%	536
2022 Q3	$8K	Sell	56 -1	-2%	-$170	﹤0.01%	445
2022 Q2	$9K	Buy	+57	New	+$10.1K	0.01%	282

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

Coston McIsaac & Partners's CRM Position: Q2 2026 in Review

Coston McIsaac & Partners reduced its Salesforce (CRM) stake by 10% in Q2 2026, selling an estimated $1.76K and leaving 89 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Coston McIsaac & Partners first reported a position in CRM in Q2 2022 and has held it in 17 quarters since. The position peaked at $26K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Coston McIsaac & Partners held 89 shares of Salesforce worth $13K as of Q2 2026.
Coston McIsaac & Partners sold 10 Salesforce shares in Q2 2026, an estimated $1.76K.
Salesforce made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #553 holding.
Coston McIsaac & Partners first reported a position in Salesforce in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's Salesforce position peaked at $26K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.