Fairtree Asset Management
CRM icon

Fairtree Asset Management’s Salesforce CRM Stock Holding History

Fairtree Asset 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
Q3 		$2.63M Sell
11,456
-8,661
-43% -$1.79M 0.96% 24
2026
Q2 		$3.15M Buy
20,117
+9,241
+85% +$1.62M 1.21% 19
2026
Q1 		$2.03M Sell
10,876
-2,751
-20% -$570K 0.93% 30
2025
Q4 		$3.61M Buy
13,627
+8,395
+160% +$2.09M 1.66% 16
2025
Q3 		$1.24M Buy
5,232
+1,375
+36% +$347K 0.81% 36
2025
Q2 		$1.05M Buy
3,857
+2,225
+136% +$595K 0.79% 34
2025
Q1 		$438K Buy
1,632
+344
+27% +$107K 0.35% 82
2024
Q4 		$431K Buy
+1,288
New +$411K 0.41% 73

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Fairtree Asset Management's CRM Position: Q3 2026 in Review

Fairtree Asset Management reduced its Salesforce (CRM) stake by 43% in Q3 2026, selling an estimated $1.79M and leaving 11,456 shares worth $2.63M. The position accounts for 0.96% of the portfolio, ranked #24.

Fairtree Asset Management first reported a position in CRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.61M in Q4 2025. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Fairtree Asset Management held 11,456 shares of Salesforce worth $2.63M as of Q3 2026.
  • Fairtree Asset Management sold 8,661 Salesforce shares in Q3 2026, an estimated $1.79M.
  • Salesforce made up 0.96% of Fairtree Asset Management's portfolio in Q3 2026, its #24 holding.
  • Fairtree Asset Management first reported a position in Salesforce in Q4 2024 and has held it in 8 quarters since.
  • Fairtree Asset Management's Salesforce position peaked at $3.61M in Q4 2025.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Fairtree Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.