DCM
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Davis Capital Management’s Salesforce CRM Stock Holding History

Davis Capital 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 		$3.92K Buy
25
+13
+108% +$2.29K ﹤0.01% 336
2026
Q1 		$2.24K Buy
12
+2
+20% +$414 ﹤0.01% 291
2025
Q4 		$2.65K Buy
10
+1
+11% +$249 ﹤0.01% 287
2025
Q3 		$2.13K Buy
+9
New +$2.27K ﹤0.01% 297

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

Davis Capital Management's CRM Position: Q2 2026 in Review

Davis Capital Management increased its Salesforce (CRM) stake by 108% in Q2 2026, buying an estimated $2.29K and bringing the position to 25 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Davis Capital Management first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Davis Capital Management held 25 shares of Salesforce worth $3.92K as of Q2 2026.
  • Davis Capital Management bought 13 Salesforce shares in Q2 2026, an estimated $2.29K.
  • Salesforce made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #336 holding.
  • Davis Capital Management first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.