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Curi RMB Capital’s Salesforce CRM Stock Holding History

Curi RMB Capital’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 		$486K Hold
3,100
– – 0.01% 613
2026
Q1 		$579K Buy
+3,100
New +$642K 0.01% 563
2025
Q4 		– Hold
0
– – – 818
2025
Q3 		– Sell
-900
Closed -$227K – 670
2025
Q2 		$245K Buy
+900
New +$241K ﹤0.01% 620

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

Curi RMB Capital's CRM Position: Q2 2026 in Review

Curi RMB Capital reduced its Salesforce (CRM) stake by 34% in Q2 2026, selling an estimated $1.13M and leaving 12,446 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #341.

Curi RMB Capital first reported a position in CRM in Q1 2017 and has held it in 38 quarters since. The position peaked at $55M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Curi RMB Capital held 12,446 shares of Salesforce worth $1.96M as of Q2 2026.
  • Curi RMB Capital sold 6,426 Salesforce shares in Q2 2026, an estimated $1.13M.
  • Salesforce made up 0.03% of Curi RMB Capital's portfolio in Q2 2026, its #341 holding.
  • Curi RMB Capital first reported a position in Salesforce in Q1 2017 and has held it in 38 quarters since.
  • Curi RMB Capital's Salesforce position peaked at $55M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.