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Excalibur Management’s Salesforce CRM Stock Holding History

Excalibur 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 		$207K Buy
1,322
+126
+11% +$22.2K 0.07% 170
2026
Q1 		$223K Buy
+1,196
New +$248K 0.08% 153

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

Excalibur Management's CRM Position: Q2 2026 in Review

Excalibur Management increased its Salesforce (CRM) stake by 11% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,322 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #170.

Excalibur Management first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $223K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Excalibur Management held 1,322 shares of Salesforce worth $207K as of Q2 2026.
  • Excalibur Management bought 126 Salesforce shares in Q2 2026, an estimated $22.2K.
  • Salesforce made up 0.07% of Excalibur Management's portfolio in Q2 2026, its #170 holding.
  • Excalibur Management first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Excalibur Management's Salesforce position peaked at $223K in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.