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Generate Investment Management’s Salesforce CRM Stock Holding History

Generate Investment 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 		– Sell
-90,608
Closed -$16.9M – 97
2026
Q1 		$16.9M Sell
90,608
-710
-0.8% -$147K 0.83% 29
2025
Q4 		$24.2M Buy
91,318
+71,318
+357% +$17.7M 1.1% 26
2025
Q3 		$4.74M Buy
20,000
+1,822
+10% +$460K 0.24% 80
2025
Q2 		$4.96M Sell
18,178
-38,849
-68% -$10.4M 0.28% 80
2025
Q1 		$15.3M Sell
57,027
-15,789
-22% -$4.91M 1.07% 31
2024
Q4 		$24.3M Buy
72,816
+72
+0.1% +$23K 1.7% 18
2024
Q3 		$19.9M Buy
72,744
+49,466
+213% +$12.7M 1.33% 28
2024
Q2 		$5.98M Sell
23,278
-31,018
-57% -$8.3M 0.35% 65
2024
Q1 		$16.4M Buy
54,296
+20,964
+63% +$6.05M 1.19% 26
2023
Q4 		$8.77M Buy
+33,332
New +$7.54M 0.76% 49

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

Generate Investment Management's CRM Position: Q2 2026 in Review

Generate Investment Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 90,608 shares — an estimated $16.9M sold.

Generate Investment Management first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $24.3M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Generate Investment Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Generate Investment Management sold 90,608 Salesforce shares in Q2 2026, an estimated $16.9M.
  • Generate Investment Management first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
  • Generate Investment Management's Salesforce position peaked at $24.3M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.