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Distillate Capital Partners’s Salesforce CRM Stock Holding History

Distillate Capital 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 		$43.5M Buy
277,708
+62,984
+29% +$11.1M 2.26% 2
2026
Q1 		$40.1M Buy
214,724
+76,666
+56% +$15.9M 2.11% 3
2025
Q4 		$36.6M Sell
138,058
-2,903
-2% -$721K 1.88% 7
2025
Q3 		$33.4M Buy
140,961
+37,221
+36% +$9.39M 1.73% 8
2025
Q2 		$28.3M Buy
+103,740
New +$27.7M 1.52% 12
2024
Q4 		– Sell
-132,242
Closed -$36.2M – 125
2024
Q3 		$36.2M Buy
132,242
+1,331
+1% +$341K 1.81% 23
2024
Q2 		$33.7M Buy
+130,911
New +$35M 1.78% 9

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

Distillate Capital Partners's CRM Position: Q2 2026 in Review

Distillate Capital Partners increased its Salesforce (CRM) stake by 29% in Q2 2026, buying an estimated $11.1M and bringing the position to 277,708 shares worth $43.5M. The position accounts for 2.26% of the portfolio, ranked #2.

Distillate Capital Partners first reported a position in CRM in Q2 2024 and has held it in 7 quarters since. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Distillate Capital Partners held 277,708 shares of Salesforce worth $43.5M as of Q2 2026.
  • Distillate Capital Partners bought 62,984 Salesforce shares in Q2 2026, an estimated $11.1M.
  • Salesforce made up 2.26% of Distillate Capital Partners's portfolio in Q2 2026, its #2 holding.
  • Distillate Capital Partners first reported a position in Salesforce in Q2 2024 and has held it in 7 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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