Fulcrum Asset Management’s Salesforce CRM Stock Holding History

Fulcrum 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	$122K	Sell	772 -6,859	-90%	-$1.21M	0.01%	463
2026 Q1	$1.41M	Buy	7,631 +900	+13%	+$186K	0.21%	91
2025 Q4	$1.79M	Sell	6,731 -200	-3%	-$49.7K	0.5%	50
2025 Q3	$1.64M	Sell	6,931 -193	-3%	-$48.7K	0.46%	54
2025 Q2	$1.94M	Buy	+7,124	New	+$1.9M	0.55%	48
2022 Q1	–	Hold	0	–	–	–	51
2021 Q4	–	Hold	0	–	–	–	90
2021 Q3	–	Hold	0	–	–	–	91
2021 Q1	–	Hold	0	–	–	–	32
2020 Q4	–	Hold	0	–	–	–	34
2020 Q3	–	Sell	-13,095	Closed	-$2.87M	–	17
2020 Q2	$2.56M	Buy	+13,095	New	+$2.21M	0.86%	34

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fulcrum Asset Management reduced its Salesforce (CRM) stake by 90% in Q2 2026, selling an estimated $1.21M and leaving 772 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #463.

Fulcrum Asset Management first reported a position in CRM in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.56M in Q2 2020. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Fulcrum Asset Management held 772 shares of Salesforce worth $122K as of Q2 2026.
Fulcrum Asset Management sold 6,859 Salesforce shares in Q2 2026, an estimated $1.21M.
Salesforce made up 0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #463 holding.
Fulcrum Asset Management first reported a position in Salesforce in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's Salesforce position peaked at $2.56M in Q2 2020.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.