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F/M Investments’s Salesforce CRM Stock Holding History

F/M Investments’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 		$517K Buy
3,300
+1,139
+53% +$200K 0.03% 254
2026
Q1 		$403K Sell
2,161
-19,206
-90% -$3.98M 0.03% 252
2025
Q4 		$5.66M Buy
21,367
+3,871
+22% +$962K 0.22% 113
2025
Q3 		$4.15M Sell
17,496
-397
-2% -$100K 0.16% 156
2025
Q2 		$4.88M Buy
17,893
+88
+0.5% +$23.5K 0.18% 123
2025
Q1 		$4.78M Sell
17,805
-6,081
-25% -$1.89M 0.19% 111
2024
Q4 		$7.99M Buy
23,886
+17,250
+260% +$5.51M 0.29% 72
2024
Q3 		$1.84M Sell
6,636
-49
-0.7% -$12.6K 0.06% 217
2024
Q2 		$1.72M Sell
6,685
-387
-5% -$104K 0.06% 221
2024
Q1 		$2.13M Sell
7,072
-56
-0.8% -$16.2K 1.44% 17
2023
Q4 		$1.88M Sell
7,128
-621
-8% -$141K 1.07% 29
2023
Q3 		$1.57M Sell
7,749
-555
-7% -$120K 1.17% 27
2023
Q2 		$1.75M Sell
8,304
-12
-0.1% -$2.45K 1.29% 26
2023
Q1 		$1.66M Buy
+8,316
New +$1.4M 1.68% 23
2021
Q2 		– Sell
-1,011
Closed -$214K – 75
2021
Q1 		$214K Sell
1,011
-9,527
-90% -$2.12M 0.17% 79
2020
Q4 		$2.35M Buy
+10,538
New +$2.56M 2.05% 19

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

F/M Investments's CRM Position: Q2 2026 in Review

F/M Investments increased its Salesforce (CRM) stake by 53% in Q2 2026, buying an estimated $200K and bringing the position to 3,300 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #254.

F/M Investments first reported a position in CRM in Q4 2020 and has held it in 16 quarters since. The position peaked at $7.99M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • F/M Investments held 3,300 shares of Salesforce worth $517K as of Q2 2026.
  • F/M Investments bought 1,139 Salesforce shares in Q2 2026, an estimated $200K.
  • Salesforce made up 0.03% of F/M Investments's portfolio in Q2 2026, its #254 holding.
  • F/M Investments first reported a position in Salesforce in Q4 2020 and has held it in 16 quarters since.
  • F/M Investments's Salesforce position peaked at $7.99M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.