GC
CRM icon

Guggenheim Capital’s Salesforce CRM Stock Holding History

Guggenheim 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
2014
Q1 		– Sell
-40,000
Closed -$2.21M – 3284
2013
Q4 		$2.21M Sell
40,000
-47,500
-54% -$2.54M 0.01% 1702
2013
Q3 		$4.59M Buy
+87,500
New +$3.97M 0.02% 1143

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

Guggenheim Capital's CRM Position: Q2 2026 in Review

Guggenheim Capital increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $3.68M and bringing the position to 149,254 shares worth $23.4M. The position accounts for 0.15% of the portfolio, ranked #128.

Guggenheim Capital first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $123M in Q1 2018. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Guggenheim Capital held 149,254 shares of Salesforce worth $23.4M as of Q2 2026.
  • Guggenheim Capital bought 20,954 Salesforce shares in Q2 2026, an estimated $3.68M.
  • Salesforce made up 0.15% of Guggenheim Capital's portfolio in Q2 2026, its #128 holding.
  • Guggenheim Capital first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
  • Guggenheim Capital's Salesforce position peaked at $123M in Q1 2018.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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