DI
CRM icon

Diligent Investors’s Salesforce CRM Stock Holding History

Diligent Investors’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 		$427K Buy
2,724
+391
+17% +$68.8K 0.1% 236
2026
Q1 		$435K Buy
2,333
+83
+4% +$17.2K 0.11% 212
2025
Q4 		$596K Sell
2,250
-50
-2% -$12.4K 0.15% 174
2025
Q3 		$545K Sell
2,300
-1,983
-46% -$500K 0.14% 184
2025
Q2 		$1.17M Hold
4,283
– – 0.28% 103
2025
Q1 		$1.15M Buy
4,283
+101
+2% +$31.4K 0.28% 101
2024
Q4 		$1.4M Hold
4,182
– – 0.32% 80
2024
Q3 		$1.14M Buy
4,182
+76
+2% +$19.5K 0.27% 108
2024
Q2 		$1.06M Buy
4,106
+45
+1% +$12K 0.26% 110
2024
Q1 		$1.22M Sell
4,061
-160
-4% -$46.2K 0.31% 94
2023
Q4 		$1.11M Sell
4,221
-507
-11% -$115K 0.31% 91
2023
Q3 		$959K Sell
4,728
-150
-3% -$32.4K 0.29% 93
2023
Q2 		$1.03M Hold
4,878
– – 0.3% 84
2023
Q1 		$975K Sell
4,878
-125
-2% -$21.1K 0.3% 83
2022
Q4 		$663K Buy
5,003
+1,172
+31% +$171K 0.22% 114
2022
Q3 		$551K Buy
3,831
+135
+4% +$22.9K 0.2% 123
2022
Q2 		$610K Buy
3,696
+10
+0.3% +$1.77K 0.21% 117
2022
Q1 		$783K Buy
3,686
+142
+4% +$30.6K 0.23% 106
2021
Q4 		$901K Sell
3,544
-535
-13% -$150K 0.25% 91
2021
Q3 		$996K Hold
4,079
– – 0.34% 74
2021
Q2 		$996K Buy
4,079
+60
+1% +$13.8K 0.34% 74
2021
Q1 		$852K Buy
+4,019
New +$895K 0.31% 83

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

Diligent Investors's CRM Position: Q2 2026 in Review

Diligent Investors increased its Salesforce (CRM) stake by 17% in Q2 2026, buying an estimated $68.8K and bringing the position to 2,724 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #236.

Diligent Investors first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.4M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Diligent Investors held 2,724 shares of Salesforce worth $427K as of Q2 2026.
  • Diligent Investors bought 391 Salesforce shares in Q2 2026, an estimated $68.8K.
  • Salesforce made up 0.1% of Diligent Investors's portfolio in Q2 2026, its #236 holding.
  • Diligent Investors first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • Diligent Investors's Salesforce position peaked at $1.4M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.