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Cumberland Partners’s Salesforce CRM Stock Holding History

Cumberland 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 		$1.57M Hold
10,000
– – 0.1% 104
2026
Q1 		$1.87M Sell
10,000
-12,600
-56% -$2.61M 0.14% 94
2025
Q4 		$5.99M Sell
22,600
-59,612
-73% -$14.8M 0.37% 52
2025
Q3 		$19.5M Sell
82,212
-3,941
-5% -$994K 1.27% 22
2025
Q2 		$23.5M Buy
86,153
+73,553
+584% +$19.7M 1.63% 19
2025
Q1 		$3.38M Buy
12,600
+1,500
+14% +$467K 0.26% 64
2024
Q4 		$3.71M Sell
11,100
-3,000
-21% -$957K 0.26% 63
2024
Q3 		$3.86M Sell
14,100
-1,000
-7% -$256K 0.27% 71
2024
Q2 		$3.88M Buy
15,100
+4,000
+36% +$1.07M 0.28% 65
2024
Q1 		$3.34M Hold
11,100
– – 0.24% 72
2023
Q4 		$2.91M Buy
11,100
+1,000
+10% +$226K 0.27% 70
2023
Q3 		$2.05M Buy
10,100
+1,750
+21% +$378K 0.2% 88
2023
Q2 		$1.76M Buy
8,350
+4,250
+104% +$868K 0.16% 97
2023
Q1 		$819K Buy
+4,100
New +$693K 0.08% 116
2022
Q2 		– Sell
-2,850
Closed -$605K – 166
2022
Q1 		$605K Buy
+2,850
New +$613K 0.05% 134

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

Cumberland Partners's CRM Position: Q2 2026 in Review

Cumberland Partners held its Salesforce (CRM) position steady in Q2 2026 at 10,000 shares worth $1.57M. The position accounts for 0.1% of the portfolio, ranked #104.

Cumberland Partners first reported a position in CRM in Q1 2022 and has held it in 15 quarters since. The position peaked at $23.5M in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cumberland Partners held 10,000 shares of Salesforce worth $1.57M as of Q2 2026.
  • Cumberland Partners left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.1% of Cumberland Partners's portfolio in Q2 2026, its #104 holding.
  • Cumberland Partners first reported a position in Salesforce in Q1 2022 and has held it in 15 quarters since.
  • Cumberland Partners's Salesforce position peaked at $23.5M in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.