EH
CRM icon

Equitable Holdings’s Salesforce CRM Stock Holding History

Equitable Holdings’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 		$8.41M Sell
53,688
-3,132
-6% -$551K 0.05% 322
2026
Q1 		$14.1M Buy
56,820
+21,446
+61% +$4.44M 0.09% 214
2025
Q4 		$9.37M Sell
35,374
-1,689
-5% -$420K 0.06% 245
2025
Q3 		$8.78M Buy
37,063
+6,065
+20% +$1.53M 0.06% 242
2025
Q2 		$8.45M Buy
30,998
+4,457
+17% +$1.19M 0.07% 231
2025
Q1 		$7.12M Buy
26,541
+2,389
+10% +$743K 0.07% 235
2024
Q4 		$8.07M Buy
24,152
+1,287
+6% +$411K 0.08% 208
2024
Q3 		$6.26M Buy
22,865
+3,501
+18% +$897K 0.06% 240
2024
Q2 		$4.98M Buy
19,364
+3,100
+19% +$830K 0.05% 263
2024
Q1 		$4.9M Buy
16,264
+1,959
+14% +$565K 0.06% 245
2023
Q4 		$3.76M Buy
14,305
+837
+6% +$189K 0.05% 270
2023
Q3 		$2.73M Buy
13,468
+845
+7% +$183K 0.04% 290
2023
Q2 		$2.67M Buy
12,623
+1,101
+10% +$225K 0.04% 291
2023
Q1 		$2.3M Sell
11,522
-221
-2% -$37.3K 0.04% 294
2022
Q4 		$1.56M Buy
11,743
+2,650
+29% +$387K 0.03% 344
2022
Q3 		$1.31M Buy
9,093
+821
+10% +$139K 0.03% 342
2022
Q2 		$1.36M Buy
8,272
+714
+9% +$126K 0.03% 331
2022
Q1 		$1.6M Sell
7,558
-430
-5% -$92.5K 0.03% 319
2021
Q4 		$2.03M Buy
7,988
+1,033
+15% +$290K 0.03% 277
2021
Q3 		$1.89M Sell
6,955
-579
-8% -$147K 0.03% 271
2021
Q2 		$1.84M Sell
7,534
-1,124
-13% -$259K 0.03% 269
2021
Q1 		$1.83M Buy
8,658
+3,398
+65% +$756K 0.04% 260
2020
Q4 		$1.17M Buy
5,260
+1,783
+51% +$434K 0.03% 295
2020
Q3 		$874K Hold
3,477
– – 0.02% 327
2020
Q2 		$651K Buy
3,477
+79
+2% +$13.3K 0.02% 362
2020
Q1 		$489K Sell
3,398
-436
-11% -$74.8K 0.02% 370
2019
Q4 		$624K Buy
+3,834
New +$601K 0.02% 367

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

Equitable Holdings's CRM Position: Q2 2026 in Review

Equitable Holdings reduced its Salesforce (CRM) stake by 5.5% in Q2 2026, selling an estimated $551K and leaving 53,688 shares worth $8.41M. The position accounts for 0.05% of the portfolio, ranked #322.

Equitable Holdings first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.1M in Q1 2026. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Equitable Holdings held 53,688 shares of Salesforce worth $8.41M as of Q2 2026.
  • Equitable Holdings sold 3,132 Salesforce shares in Q2 2026, an estimated $551K.
  • Salesforce made up 0.05% of Equitable Holdings's portfolio in Q2 2026, its #322 holding.
  • Equitable Holdings first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's Salesforce position peaked at $14.1M in Q1 2026.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.