GGI
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GPM Growth Investors’s Salesforce CRM Stock Holding History

GPM Growth Investors’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 		$1.58M Sell
10,115
-1,568
-13% -$276K 0.66% 36
2026
Q1 		$2.18M Sell
11,683
-266
-2% -$55.1K 0.92% 31
2025
Q4 		$3.17M Sell
11,949
-185
-2% -$46K 1.23% 28
2025
Q3 		$2.88M Buy
12,134
+118
+1% +$29.8K 1.11% 28
2025
Q2 		$3.28M Buy
12,016
+1,472
+14% +$394K 1.3% 25
2025
Q1 		$2.83M Buy
10,544
+100
+1% +$31.1K 1.24% 26
2024
Q4 		$3.49M Sell
10,444
-218
-2% -$69.6K 1.48% 26
2024
Q3 		$2.92M Buy
10,662
+223
+2% +$57.1K 1.21% 30
2024
Q2 		$2.68M Buy
+10,439
New +$2.79M 1.14% 33
2023
Q4 		$2.68M Sell
10,170
-6
-0.1% -$1.36K 1.26% 32
2023
Q3 		$2.06M Sell
10,176
-138
-1% -$29.8K 1.08% 30
2023
Q2 		$2.18M Sell
10,314
-50
-0.5% -$10.2K 1.14% 30
2023
Q1 		$2.07M Sell
10,364
-152
-1% -$25.7K 1.2% 30
2022
Q4 		$1.39M Sell
10,516
-808
-7% -$118K 0.85% 32
2022
Q3 		$1.63M Buy
11,324
+228
+2% +$38.7K 1.09% 29
2022
Q2 		$1.83M Buy
11,096
+94
+0.9% +$16.6K 1.19% 27
2022
Q1 		$2.34M Buy
11,002
+2
+0% +$430 1.29% 26
2021
Q4 		$2.79M Sell
11,000
-69
-0.6% -$19.4K 1.39% 30
2021
Q3 		$3M Sell
11,069
-44
-0.4% -$11.2K 1.58% 30
2021
Q2 		$2.71M Buy
11,113
+174
+2% +$40.1K 1.43% 31
2021
Q1 		$2.32M Buy
10,939
+170
+2% +$37.8K 1.32% 33
2020
Q4 		$2.4M Sell
10,769
-4
-0% -$973 1.48% 28
2020
Q3 		$2.71M Sell
10,773
-3,654
-25% -$800K 1.84% 23
2020
Q2 		$2.7M Buy
14,427
+1,904
+15% +$321K 2.01% 22
2020
Q1 		$1.8M Buy
+12,523
New +$2.15M 1.57% 27

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

GPM Growth Investors's CRM Position: Q2 2026 in Review

GPM Growth Investors reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $276K and leaving 10,115 shares worth $1.58M. The position accounts for 0.66% of the portfolio, ranked #36.

GPM Growth Investors first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.49M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • GPM Growth Investors held 10,115 shares of Salesforce worth $1.58M as of Q2 2026.
  • GPM Growth Investors sold 1,568 Salesforce shares in Q2 2026, an estimated $276K.
  • Salesforce made up 0.66% of GPM Growth Investors's portfolio in Q2 2026, its #36 holding.
  • GPM Growth Investors first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • GPM Growth Investors's Salesforce position peaked at $3.49M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on GPM Growth Investors's 13F filing for Q2 2026, filed 7 Aug 2026.