Griffin Asset Management’s Salesforce CRM Stock Holding History

Griffin Asset 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	$237K	Buy	+1,511	New	+$266K	0.02%	208
2026 Q1	–	Sell	-1,534	Closed	-$406K	–	232
2025 Q4	$406K	Hold	1,534	–	–	0.04%	174
2025 Q3	$364K	Sell	1,534 -534	-26%	-$135K	0.04%	168
2025 Q2	$564K	Sell	2,068 -897	-30%	-$240K	0.07%	150
2025 Q1	$796K	Buy	2,965 +2,279	+332%	+$709K	0.1%	132
2024 Q4	$229K	Buy	+686	New	+$219K	0.03%	196
2022 Q1	–	Sell	-1,244	Closed	-$316K	–	230
2021 Q4	$316K	Hold	1,244	–	–	0.04%	199
2021 Q3	$337K	Hold	1,244	–	–	0.04%	197
2021 Q2	$304K	Sell	1,244 -90	-7%	-$20.7K	0.04%	209
2021 Q1	$283K	Buy	+1,334	New	+$297K	0.04%	208
2019 Q3	–	Sell	-360	Closed	-$55K	–	280
2019 Q2	$55K	Buy	+360	New	+$56.4K	0.01%	351

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

Griffin Asset Management's CRM Position: Q2 2026 in Review

Griffin Asset Management opened a new position in Salesforce (CRM) in Q2 2026: 1,511 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #208 among its holdings. This is a return to the name: Griffin Asset Management previously reported a position in CRM as recently as Q4 2025.

Griffin Asset Management first reported a position in CRM in Q2 2019 and has held it in 11 quarters since. The position peaked at $796K in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Griffin Asset Management held 1,511 shares of Salesforce worth $237K as of Q2 2026.
Salesforce was a new Griffin Asset Management position in Q2 2026.
Salesforce made up 0.02% of Griffin Asset Management's portfolio in Q2 2026, its #208 holding.
Griffin Asset Management first reported a position in Salesforce in Q2 2019 and has held it in 11 quarters since.
Griffin Asset Management's Salesforce position peaked at $796K in Q1 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Griffin Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.