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CRM icon

Covestor’s Salesforce CRM Stock Holding History

Covestor’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 		$86K Buy
545
+44
+9% +$7.74K 0.05% 443
2026
Q1 		$94K Sell
501
-255
-34% -$52.8K 0.07% 315
2025
Q4 		$200K Buy
756
+109
+17% +$27.1K 0.1% 218
2025
Q3 		$153K Sell
647
-60
-8% -$15.1K 0.08% 327
2025
Q2 		$193K Sell
707
-198
-22% -$52.9K 0.11% 200
2025
Q1 		$243K Sell
905
-47
-5% -$14.6K 0.16% 101
2024
Q4 		$318K Sell
952
-94
-9% -$30K 0.2% 54
2024
Q3 		$286K Buy
1,046
+79
+8% +$20.2K 0.18% 68
2024
Q2 		$249K Buy
967
+17
+2% +$4.55K 0.16% 103
2024
Q1 		$286K Buy
950
+131
+16% +$37.8K 0.18% 53
2023
Q4 		$216K Buy
819
+409
+100% +$92.6K 0.15% 112
2023
Q3 		$83K Buy
410
+35
+9% +$7.56K 0.06% 526
2023
Q2 		$79K Sell
375
-6
-2% -$1.23K 0.06% 568
2023
Q1 		$76K Sell
381
-132
-26% -$22.3K 0.07% 527
2022
Q4 		$68K Sell
513
-46
-8% -$6.71K 0.06% 598
2022
Q3 		$80K Sell
559
-35
-6% -$5.93K 0.07% 471
2022
Q2 		$98K Sell
594
-27
-4% -$4.77K 0.08% 425
2022
Q1 		$132K Buy
621
+186
+43% +$40K 0.09% 337
2021
Q4 		$111K Buy
+435
New +$122K 0.16% 128

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

Covestor's CRM Position: Q2 2026 in Review

Covestor increased its Salesforce (CRM) stake by 8.8% in Q2 2026, buying an estimated $7.74K and bringing the position to 545 shares worth $86K. The position accounts for 0.05% of the portfolio, ranked #443.

Covestor first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $318K in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Covestor held 545 shares of Salesforce worth $86K as of Q2 2026.
  • Covestor bought 44 Salesforce shares in Q2 2026, an estimated $7.74K.
  • Salesforce made up 0.05% of Covestor's portfolio in Q2 2026, its #443 holding.
  • Covestor first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Salesforce position peaked at $318K in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.