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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
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 $6.73T 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

Fairtree Asset Management's CRM Position: Q2 2026 in Review

Fairtree Asset Management increased its Salesforce (CRM) stake by 85% in Q2 2026, buying an estimated $1.62M and bringing the position to 20,117 shares worth $3.15M. The position accounts for 1.21% of the portfolio, ranked #19.

Fairtree Asset Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.61M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fairtree Asset Management held 20,117 shares of Salesforce worth $3.15M as of Q2 2026.
  • Fairtree Asset Management bought 9,241 Salesforce shares in Q2 2026, an estimated $1.62M.
  • Salesforce made up 1.21% of Fairtree Asset Management's portfolio in Q2 2026, its #19 holding.
  • Fairtree Asset Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Fairtree Asset Management's Salesforce position peaked at $3.61M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fairtree Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.