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Harmony Asset Management’s Salesforce CRM Stock Holding History

Harmony 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 		$321K Sell
2,046
-107
-5% -$18.8K 0.09% 160
2026
Q1 		$402K Hold
2,153
– – 0.12% 135
2025
Q4 		$570K Buy
2,153
+5
+0.2% +$1.24K 0.19% 104
2025
Q3 		$509K Hold
2,148
– – 0.18% 111
2025
Q2 		$586K Sell
2,148
-15
-0.7% -$4.01K 0.22% 102
2025
Q1 		$580K Buy
2,163
+628
+41% +$195K 0.24% 96
2024
Q4 		$513K Buy
1,535
+6
+0.4% +$1.92K 0.2% 98
2024
Q3 		$419K Buy
1,529
+209
+16% +$53.5K 0.15% 115
2024
Q2 		$339K Buy
+1,320
New +$353K 0.14% 117

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

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

Harmony Asset Management reduced its Salesforce (CRM) stake by 5% in Q2 2026, selling an estimated $18.8K and leaving 2,046 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #160.

Harmony Asset Management first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $586K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Harmony Asset Management held 2,046 shares of Salesforce worth $321K as of Q2 2026.
  • Harmony Asset Management sold 107 Salesforce shares in Q2 2026, an estimated $18.8K.
  • Salesforce made up 0.09% of Harmony Asset Management's portfolio in Q2 2026, its #160 holding.
  • Harmony Asset Management first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
  • Harmony Asset Management's Salesforce position peaked at $586K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.