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Geneva Capital Management’s Salesforce CRM Stock Holding History

Geneva Capital 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 		$733K Buy
4,677
+673
+17% +$118K 0.02% 117
2026
Q1 		$747K Sell
4,004
-761
-16% -$158K 0.02% 119
2025
Q4 		$1.26M Sell
4,765
-50
-1% -$12.4K 0.02% 121
2025
Q3 		$1.14M Sell
4,815
-182
-4% -$45.9K 0.02% 120
2025
Q2 		$1.36M Sell
4,997
-167
-3% -$44.6K 0.02% 120
2025
Q1 		$1.39M Sell
5,164
-91
-2% -$28.3K 0.03% 121
2024
Q4 		$1.76M Sell
5,255
-373
-7% -$119K 0.03% 122
2024
Q3 		$1.54M Sell
5,628
-488
-8% -$125K 0.03% 128
2024
Q2 		$1.57M Sell
6,116
-1,523
-20% -$408K 0.03% 127
2024
Q1 		$2.3M Sell
7,639
-384
-5% -$111K 0.04% 116
2023
Q4 		$2.11M Sell
8,023
-401
-5% -$90.8K 0.04% 116
2023
Q3 		$1.71M Sell
8,424
-234
-3% -$50.6K 0.04% 119
2023
Q2 		$1.83M Sell
8,658
-368
-4% -$75.1K 0.04% 117
2023
Q1 		$1.8M Sell
9,026
-3,288
-27% -$555K 0.04% 117
2022
Q4 		$1.63M Sell
12,314
-1,324
-10% -$193K 0.04% 119
2022
Q3 		$1.96M Sell
13,638
-4
-0% -$678 0.05% 123
2022
Q2 		$2.25M Sell
13,642
-151
-1% -$26.7K 0.05% 119
2022
Q1 		$2.93M Buy
13,793
+141
+1% +$30.3K 0.06% 119
2021
Q4 		$3.47M Sell
13,652
-329
-2% -$92.4K 0.06% 118
2021
Q3 		$3.79M Sell
13,981
-408
-3% -$104K 0.06% 116
2021
Q2 		$3.52M Sell
14,389
-57
-0.4% -$13.1K 0.06% 118
2021
Q1 		$3.06M Sell
14,446
-129
-0.9% -$28.7K 0.05% 121
2020
Q4 		$3.24M Buy
14,575
+20
+0.1% +$4.86K 0.05% 118
2020
Q3 		$3.66M Sell
14,555
-1,610
-10% -$352K 0.08% 110
2020
Q2 		$3.03M Buy
16,165
+144
+0.9% +$24.3K 0.07% 109
2020
Q1 		$2.31M Buy
+16,021
New +$2.75M 0.07% 112

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

Geneva Capital Management's CRM Position: Q2 2026 in Review

Geneva Capital Management increased its Salesforce (CRM) stake by 17% in Q2 2026, buying an estimated $118K and bringing the position to 4,677 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #117.

Geneva Capital Management first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.79M in Q3 2021. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Geneva Capital Management held 4,677 shares of Salesforce worth $733K as of Q2 2026.
  • Geneva Capital Management bought 673 Salesforce shares in Q2 2026, an estimated $118K.
  • Salesforce made up 0.02% of Geneva Capital Management's portfolio in Q2 2026, its #117 holding.
  • Geneva Capital Management first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • Geneva Capital Management's Salesforce position peaked at $3.79M in Q3 2021.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.