Elgethun Capital Management’s Salesforce CRM Stock Holding History

Elgethun 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	$158K	Buy	1,009 +139	+16%	+$24.4K	0.02%	162
2026 Q1	$162K	Buy	870 +10	+1%	+$2.07K	0.03%	152
2025 Q4	$228K	Sell	860 -101	-11%	-$25.1K	0.04%	137
2025 Q3	$231K	Hold	961	–	–	0.04%	125
2025 Q2	$262K	Hold	961	–	–	0.05%	110
2025 Q1	$258K	Sell	961 -183	-16%	-$56.9K	0.06%	109
2024 Q4	$382K	Buy	1,144 +145	+15%	+$46.3K	0.09%	88
2024 Q3	$274K	Hold	999	–	–	0.06%	106
2024 Q2	$257K	Sell	999 -340	-25%	-$91K	0.06%	105
2024 Q1	$405K	Hold	1,339	–	–	0.1%	89
2023 Q4	$352K	Hold	1,339	–	–	0.1%	89
2023 Q3	$270K	Hold	1,339	–	–	0.08%	95
2023 Q2	$283K	Hold	1,339	–	–	0.09%	94
2023 Q1	$265K	Buy	+1,339	New	+$226K	0.08%	97

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

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

Elgethun Capital Management increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $24.4K and bringing the position to 1,009 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #162.

Elgethun Capital Management first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $405K in Q1 2024. 975 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Elgethun Capital Management held 1,009 shares of Salesforce worth $158K as of Q2 2026.
Elgethun Capital Management bought 139 Salesforce shares in Q2 2026, an estimated $24.4K.
Salesforce made up 0.02% of Elgethun Capital Management's portfolio in Q2 2026, its #162 holding.
Elgethun Capital Management first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
Elgethun Capital Management's Salesforce position peaked at $405K in Q1 2024.
975 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.