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Essential Partners’s Salesforce CRM Stock Holding History

Essential 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 		$70.3K Sell
449
-1,157
-72% -$203K 0.03% 521
2026
Q1 		$300K Buy
1,606
+1,108
+222% +$230K 0.1% 223
2025
Q4 		$132K Buy
498
+219
+78% +$54.4K 0.04% 385
2025
Q3 		$66.1K Sell
279
-997
-78% -$251K 0.02% 530
2025
Q2 		$348K Buy
+1,276
New +$341K 0.14% 210

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

Essential Partners's CRM Position: Q2 2026 in Review

Essential Partners reduced its Salesforce (CRM) stake by 72% in Q2 2026, selling an estimated $203K and leaving 449 shares worth $70.3K. The position accounts for 0.03% of the portfolio, ranked #521.

Essential Partners first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $348K in Q2 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Essential Partners held 449 shares of Salesforce worth $70.3K as of Q2 2026.
  • Essential Partners sold 1,157 Salesforce shares in Q2 2026, an estimated $203K.
  • Salesforce made up 0.03% of Essential Partners's portfolio in Q2 2026, its #521 holding.
  • Essential Partners first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Salesforce position peaked at $348K in Q2 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.