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Gill Capital Partners’s Salesforce CRM Stock Holding History

Gill Capital Partners’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 		$138K Hold
880
– – 0.04% 171
2026
Q1 		$164K Sell
880
-216
-20% -$44.8K 0.05% 151
2025
Q4 		$290K Sell
1,096
-27
-2% -$6.71K 0.09% 102
2025
Q3 		$266K Buy
1,123
+22
+2% +$5.55K 0.08% 110
2025
Q2 		$300K Buy
1,101
+197
+22% +$52.7K 0.1% 101
2025
Q1 		$243K Sell
904
-2
-0.2% -$622 0.08% 111
2024
Q4 		$303K Hold
906
– – 0.11% 94
2024
Q3 		$248K Buy
906
+63
+7% +$16.1K 0.09% 104
2024
Q2 		$217K Buy
843
+68
+9% +$18.2K 0.08% 111
2024
Q1 		$208K Hold
775
– – 0.08% 109
2023
Q4 		$204K Buy
+775
New +$175K 0.09% 116
2023
Q2 		– Sell
-1,064
Closed -$213K – 130
2023
Q1 		$213K Buy
+1,064
New +$180K 0.1% 111
2022
Q3 		– Sell
-1,348
Closed -$286K – 119
2022
Q2 		$286K Hold
1,348
– – 0.13% 91
2022
Q1 		$286K Buy
+1,348
New +$290K 0.13% 91

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

Gill Capital Partners's CRM Position: Q2 2026 in Review

Gill Capital Partners held its Salesforce (CRM) position steady in Q2 2026 at 880 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #171.

Gill Capital Partners first reported a position in CRM in Q1 2022 and has held it in 14 quarters since. The position peaked at $303K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Gill Capital Partners held 880 shares of Salesforce worth $138K as of Q2 2026.
  • Gill Capital Partners left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.04% of Gill Capital Partners's portfolio in Q2 2026, its #171 holding.
  • Gill Capital Partners first reported a position in Salesforce in Q1 2022 and has held it in 14 quarters since.
  • Gill Capital Partners's Salesforce position peaked at $303K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.