EI
CRM icon

Ethic Inc’s Salesforce CRM Stock Holding History

Ethic Inc’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 		$17.2M Sell
109,633
-7,743
-7% -$1.36M 0.21% 83
2026
Q1 		$21.9M Buy
117,376
+10,701
+10% +$2.22M 0.34% 44
2025
Q4 		$28.3M Buy
106,675
+4,296
+4% +$1.07M 0.43% 30
2025
Q3 		$24.3M Sell
102,379
-455
-0.4% -$115K 0.4% 31
2025
Q2 		$28.1M Sell
102,834
-1,831
-2% -$490K 0.5% 23
2025
Q1 		$28.3M Buy
104,665
+5,161
+5% +$1.61M 0.57% 19
2024
Q4 		$33.3M Buy
99,504
+15,921
+19% +$5.08M 0.67% 15
2024
Q3 		$25.2M Sell
83,583
-4,842
-5% -$1.24M 0.64% 15
2024
Q2 		$22.7M Buy
88,425
+4,842
+6% +$1.3M 0.53% 20
2024
Q1 		$25.2M Buy
83,583
+5,964
+8% +$1.72M 0.64% 15
2023
Q4 		$20.4M Buy
77,619
+5,480
+8% +$1.24M 0.6% 20
2023
Q3 		$14.6M Buy
72,139
+8,480
+13% +$1.83M 0.51% 23
2023
Q2 		$13.4M Buy
63,659
+8,395
+15% +$1.71M 0.5% 28
2023
Q1 		$11M Buy
55,264
+22,112
+67% +$3.73M 0.45% 33
2022
Q4 		$4.4M Sell
33,152
-9,988
-23% -$1.46M 0.24% 108
2022
Q3 		$6.21M Buy
43,140
+375
+0.9% +$63.6K 0.42% 38
2022
Q2 		$7.06M Buy
42,765
+5,365
+14% +$948K 0.49% 30
2022
Q1 		$7.94M Buy
37,400
+5,936
+19% +$1.28M 0.55% 23
2021
Q4 		$8M Buy
31,464
+4,337
+16% +$1.22M 0.62% 20
2021
Q3 		$7.36M Buy
27,127
+4,908
+22% +$1.25M 0.75% 16
2021
Q2 		$5.43M Buy
22,219
+5,821
+35% +$1.34M 0.66% 25
2021
Q1 		$3.47M Buy
16,398
+3,934
+32% +$876K 0.62% 29
2020
Q4 		$2.77M Buy
12,464
+2,253
+22% +$548K 0.73% 19
2020
Q3 		$2.57M Buy
10,211
+3,271
+47% +$716K 0.98% 15
2020
Q2 		$1.3M Buy
6,940
+1,735
+33% +$292K 0.74% 28
2020
Q1 		$749K Buy
5,205
+1,007
+24% +$173K 0.63% 42
2019
Q4 		$683K Buy
+4,198
New +$658K 0.5% 56

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

Ethic Inc's CRM Position: Q2 2026 in Review

Ethic Inc reduced its Salesforce (CRM) stake by 6.6% in Q2 2026, selling an estimated $1.36M and leaving 109,633 shares worth $17.2M. The position accounts for 0.21% of the portfolio, ranked #83.

Ethic Inc first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $33.3M in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ethic Inc held 109,633 shares of Salesforce worth $17.2M as of Q2 2026.
  • Ethic Inc sold 7,743 Salesforce shares in Q2 2026, an estimated $1.36M.
  • Salesforce made up 0.21% of Ethic Inc's portfolio in Q2 2026, its #83 holding.
  • Ethic Inc first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's Salesforce position peaked at $33.3M in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.