Globeflex Capital’s Salesforce CRM Stock Holding History

Globeflex Capital’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	$94K	Hold	600	–	–	0.01%	368
2026 Q1	$112K	Hold	600	–	–	0.02%	357
2025 Q4	$159K	Hold	600	–	–	0.02%	331
2025 Q3	$142K	Sell	600 -11,824	-95%	-$2.98M	0.02%	341
2025 Q2	$3.39M	Buy	12,424 +11,824	+1,971%	+$3.16M	0.28%	82
2025 Q1	$161K	Hold	600	–	–	0.01%	319
2024 Q4	$201K	Hold	600	–	–	0.02%	317
2024 Q3	$164K	Hold	600	–	–	0.02%	327
2024 Q2	$154K	Hold	600	–	–	0.02%	327
2024 Q1	$181K	Hold	600	–	–	0.02%	329
2023 Q4	$158K	Hold	600	–	–	0.02%	342
2023 Q3	$122K	Hold	600	–	–	0.01%	363
2023 Q2	$127K	Buy	+600	New	+$122K	0.01%	357

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

Globeflex Capital's CRM Position: Q2 2026 in Review

Globeflex Capital held its Salesforce (CRM) position steady in Q2 2026 at 600 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #368.

Globeflex Capital first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.39M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Globeflex Capital held 600 shares of Salesforce worth $94K as of Q2 2026.
Globeflex Capital left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.01% of Globeflex Capital's portfolio in Q2 2026, its #368 holding.
Globeflex Capital first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
Globeflex Capital's Salesforce position peaked at $3.39M in Q2 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Globeflex Capital's 13F filing for Q2 2026, filed 12 Aug 2026.