Cresset Asset Management’s Salesforce CRM Stock Holding History

Cresset Asset 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	$251K	Sell	1,600 -600	-27%	-$106K	﹤0.01%	1472
2026 Q1	$89.5K	Sell	2,200 -1,100	-33%	-$228K	﹤0.01%	1551
2025 Q4	$874K	Hold	3,300	–	–	﹤0.01%	841
2025 Q3	$782K	Buy	3,300 +3,200	+3,200%	+$807K	﹤0.01%	840
2025 Q2	$27.3K	Hold	100	–	–	﹤0.01%	1406
2025 Q1	$26.8K	Buy	+100	New	+$31.1K	﹤0.01%	1681
2024 Q4	–	Sell	-44,700	Closed	-$14.3M	–	1691
2024 Q3	$12.2M	Buy	44,700 +28,700	+179%	+$7.35M	0.05%	258
2024 Q2	$4.11M	Buy	+16,000	New	+$4.28M	0.02%	476

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 $3.38T AUM 44.17% 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

Cresset Asset Management's CRM Position: Q2 2026 in Review

Cresset Asset Management increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $1.57M and bringing the position to 63,693 shares worth $10M. The position accounts for 0.04% of the portfolio, ranked #290.

Cresset Asset Management first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $40.6M in Q3 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Cresset Asset Management held 63,693 shares of Salesforce worth $10M as of Q2 2026.
Cresset Asset Management bought 8,935 Salesforce shares in Q2 2026, an estimated $1.57M.
Salesforce made up 0.04% of Cresset Asset Management's portfolio in Q2 2026, its #290 holding.
Cresset Asset Management first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's Salesforce position peaked at $40.6M in Q3 2024.
2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.