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Ecofi Investissements’s Salesforce CRM Stock Holding History

Ecofi Investissements’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 		$642K Buy
4,100
+400
+11% +$70.3K 2.3% 12
2026
Q1 		$690K Hold
3,700
– – 1.26% 23
2025
Q4 		$980K Buy
3,700
+100
+3% +$24.9K 0.68% 23
2025
Q3 		$853K Sell
3,600
-800
-18% -$202K 1.02% 14
2025
Q2 		$999K Buy
4,400
+1,150
+35% +$307K 1.11% 15
2025
Q1 		$746K Buy
3,250
+150
+5% +$46.7K 0.47% 28
2024
Q4 		$960K Sell
3,100
-700
-18% -$223K 0.59% 26
2024
Q3 		$848K Buy
3,800
+50
+1% +$12.8K 0.56% 24
2024
Q2 		$875K Buy
+3,750
New +$1M 0.49% 26

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 $3.38T AUM 44.17% 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

Ecofi Investissements's CRM Position: Q2 2026 in Review

Ecofi Investissements increased its Salesforce (CRM) stake by 11% in Q2 2026, buying an estimated $70.3K and bringing the position to 4,100 shares worth $642K. The position accounts for 2.3% of the portfolio, ranked #12.

Ecofi Investissements first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $999K in Q2 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ecofi Investissements held 4,100 shares of Salesforce worth $642K as of Q2 2026.
  • Ecofi Investissements bought 400 Salesforce shares in Q2 2026, an estimated $70.3K.
  • Salesforce made up 2.3% of Ecofi Investissements's portfolio in Q2 2026, its #12 holding.
  • Ecofi Investissements first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
  • Ecofi Investissements's Salesforce position peaked at $999K in Q2 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ecofi Investissements's 13F filing for Q2 2026, filed 13 Aug 2026.