HCM
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Harvey Capital Management’s Salesforce CRM Stock Holding History

Harvey Capital 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 		$4.18M Sell
26,657
-13,552
-34% -$2.38M 0.86% 33
2026
Q1 		$7.51M Buy
40,209
+8,720
+28% +$1.81M 1.71% 15
2025
Q4 		$8.34M Sell
31,489
-1,132
-3% -$281K 1.78% 14
2025
Q3 		$7.73M Buy
32,621
+4,905
+18% +$1.24M 1.65% 14
2025
Q2 		$7.54M Buy
27,716
+2,937
+12% +$785K 1.77% 16
2025
Q1 		$6.65M Sell
24,779
-527
-2% -$164K 1.74% 17
2024
Q4 		$8.46M Sell
25,306
-3,830
-13% -$1.22M 1.99% 13
2024
Q3 		$7.97M Buy
29,136
+20,661
+244% +$5.29M 1.99% 12
2024
Q2 		$2.18M Sell
8,475
-100
-1% -$26.8K 0.57% 42
2024
Q1 		$2.58M Hold
8,575
– – 0.76% 34
2023
Q4 		$2.26M Hold
8,575
– – 0.75% 37
2023
Q3 		$1.74M Sell
8,575
-50
-0.6% -$10.8K 0.61% 42
2023
Q2 		$1.82M Sell
8,625
-4,700
-35% -$959K 0.67% 43
2023
Q1 		$2.66M Sell
13,325
-4,300
-24% -$726K 1.05% 29
2022
Q4 		$2.34M Sell
17,625
-3,455
-16% -$504K 0.98% 31
2022
Q3 		$3.03M Buy
21,080
+18,680
+778% +$3.17M 1.31% 24
2022
Q2 		$396K Hold
2,400
– – 0.15% 64
2022
Q1 		$509K Hold
2,400
– – 0.16% 59
2021
Q4 		$609K Hold
2,400
– – 0.19% 58
2021
Q3 		$650K Hold
2,400
– – 0.22% 56
2021
Q2 		$586K Hold
2,400
– – 0.19% 59
2021
Q1 		$508K Buy
2,400
+100
+4% +$22.3K 0.18% 60
2020
Q4 		$511K Hold
2,300
– – 0.21% 56
2020
Q3 		$578K Hold
2,300
– – 0.26% 56
2020
Q2 		$430K Hold
2,300
– – 0.21% 55
2020
Q1 		$331K Hold
2,300
– – 0.22% 53
2019
Q4 		$374K Hold
2,300
– – 0.17% 63
2019
Q3 		$341K Hold
2,300
– – 0.17% 63
2019
Q2 		$348K Buy
+2,300
New +$360K 0.17% 63

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

Harvey Capital Management's CRM Position: Q2 2026 in Review

Harvey Capital Management reduced its Salesforce (CRM) stake by 34% in Q2 2026, selling an estimated $2.38M and leaving 26,657 shares worth $4.18M. The position accounts for 0.86% of the portfolio, ranked #33.

Harvey Capital Management first reported a position in CRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.46M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Harvey Capital Management held 26,657 shares of Salesforce worth $4.18M as of Q2 2026.
  • Harvey Capital Management sold 13,552 Salesforce shares in Q2 2026, an estimated $2.38M.
  • Salesforce made up 0.86% of Harvey Capital Management's portfolio in Q2 2026, its #33 holding.
  • Harvey Capital Management first reported a position in Salesforce in Q2 2019 and has held it in 29 quarters since.
  • Harvey Capital Management's Salesforce position peaked at $8.46M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Harvey Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.