FAM
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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
2025
Q2 		– Sell
-6,682
Closed -$1.39M – 238
2025
Q1 		$1.39M Buy
+6,682
New +$2.08M 0.27% 94

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 $3.38T AUM 44.17% 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

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. 2,496 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.
  • 2,496 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.