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GW&K Investment Management’s Salesforce CRM Stock Holding History

GW&K Investment 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 		$76K Sell
488
-202
-29% -$35.5K ﹤0.01% 518
2026
Q1 		$129K Sell
690
-135
-16% -$28K ﹤0.01% 426
2025
Q4 		$219K Buy
825
+212
+35% +$52.7K ﹤0.01% 389
2025
Q3 		$145K Sell
613
-141
-19% -$35.6K ﹤0.01% 415
2025
Q2 		$206K Buy
754
+197
+35% +$52.7K ﹤0.01% 378
2025
Q1 		$149K Sell
557
-15
-3% -$4.67K ﹤0.01% 389
2024
Q4 		$191K Buy
572
+27
+5% +$8.62K ﹤0.01% 374
2024
Q3 		$149K Buy
545
+94
+21% +$24.1K ﹤0.01% 372
2024
Q2 		$116K Buy
451
+60
+15% +$16.1K ﹤0.01% 381
2024
Q1 		$118K Sell
391
-28
-7% -$8.08K ﹤0.01% 364
2023
Q4 		$110K Buy
419
+26
+7% +$5.88K ﹤0.01% 371
2023
Q3 		$80K Buy
393
+67
+21% +$14.5K ﹤0.01% 374
2023
Q2 		$69K Buy
326
+324
+16,200% +$66.1K ﹤0.01% 367
2023
Q1 		$0 Buy
+2
New +$338 ﹤0.01% 503
2022
Q3 		– Sell
-177
Closed -$29K – 496
2022
Q2 		$29K Buy
177
+114
+181% +$20.1K ﹤0.01% 399
2022
Q1 		$13K Buy
+63
New +$13.6K ﹤0.01% 419

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

GW&K Investment Management's CRM Position: Q2 2026 in Review

GW&K Investment Management reduced its Salesforce (CRM) stake by 29% in Q2 2026, selling an estimated $35.5K and leaving 488 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

GW&K Investment Management first reported a position in CRM in Q1 2022 and has held it in 16 quarters since. The position peaked at $219K in Q4 2025. 2,492 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • GW&K Investment Management held 488 shares of Salesforce worth $76K as of Q2 2026.
  • GW&K Investment Management sold 202 Salesforce shares in Q2 2026, an estimated $35.5K.
  • Salesforce made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #518 holding.
  • GW&K Investment Management first reported a position in Salesforce in Q1 2022 and has held it in 16 quarters since.
  • GW&K Investment Management's Salesforce position peaked at $219K in Q4 2025.
  • 2,492 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.