EFM
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E Fund Management’s Salesforce CRM Stock Holding History

E Fund 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 		$3.48M Sell
22,243
-3,500
-14% -$615K 0.08% 112
2026
Q1 		$4.81M Buy
+25,743
New +$5.33M 0.14% 88
2025
Q2 		$6.91M Sell
25,340
-4,641
-15% -$1.24M 0.33% 47
2025
Q1 		$8.05M Sell
29,981
-8,103
-21% -$2.52M 0.38% 39
2024
Q4 		$12.7M Buy
38,084
+18,010
+90% +$5.75M 0.64% 24
2024
Q3 		$5.49M Buy
20,074
+4,236
+27% +$1.09M 0.28% 35
2024
Q2 		$4.07M Buy
15,838
+551
+4% +$147K 0.23% 43
2024
Q1 		$4.6M Buy
15,287
+6,951
+83% +$2.01M 0.29% 36
2023
Q4 		$2.19M Sell
8,336
-507
-6% -$115K 0.14% 53
2023
Q3 		$1.79M Sell
8,843
-543
-6% -$117K 0.14% 54
2023
Q2 		$1.98M Sell
9,386
-1,406
-13% -$287K 0.16% 47
2023
Q1 		$2.16M Buy
10,792
+785
+8% +$133K 0.16% 55
2022
Q4 		$1.33M Sell
10,007
-102
-1% -$14.9K 0.11% 72
2022
Q3 		$1.45M Sell
10,109
-358
-3% -$60.7K 0.14% 72
2022
Q2 		$1.73M Sell
10,467
-33
-0.3% -$5.83K 0.16% 68
2022
Q1 		$2.23M Buy
10,500
+955
+10% +$206K 0.07% 59
2021
Q4 		$2.43M Sell
9,545
-802
-8% -$225K 0.09% 74
2021
Q3 		$2.81M Buy
+10,347
New +$2.63M 0.12% 56
2021
Q1 		$7.31M Buy
+34,497
New +$7.68M 0.6% 24

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

E Fund Management's CRM Position: Q2 2026 in Review

E Fund Management reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $615K and leaving 22,243 shares worth $3.48M. The position accounts for 0.08% of the portfolio, ranked #112.

E Fund Management first reported a position in CRM in Q1 2021 and has held it in 19 quarters since. The position peaked at $12.7M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • E Fund Management held 22,243 shares of Salesforce worth $3.48M as of Q2 2026.
  • E Fund Management sold 3,500 Salesforce shares in Q2 2026, an estimated $615K.
  • Salesforce made up 0.08% of E Fund Management's portfolio in Q2 2026, its #112 holding.
  • E Fund Management first reported a position in Salesforce in Q1 2021 and has held it in 19 quarters since.
  • E Fund Management's Salesforce position peaked at $12.7M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.