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Heron Bay Capital Management’s Salesforce CRM Stock Holding History

Heron Bay 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 		$15.2M Sell
97,010
-8,379
-8% -$1.47M 1.38% 25
2026
Q1 		$19.7M Buy
105,389
+70,662
+203% +$14.6M 1.81% 19
2025
Q4 		$9.2M Sell
34,727
-1,147
-3% -$285K 1.75% 21
2025
Q3 		$8.5M Buy
35,874
+16,792
+88% +$4.24M 1.59% 20
2025
Q2 		$5.2M Buy
19,082
+1,135
+6% +$303K 1.02% 31
2025
Q1 		$4.82M Buy
+17,947
New +$5.58M 1.01% 34

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

Heron Bay Capital Management's CRM Position: Q2 2026 in Review

Heron Bay Capital Management reduced its Salesforce (CRM) stake by 8% in Q2 2026, selling an estimated $1.47M and leaving 97,010 shares worth $15.2M. The position accounts for 1.38% of the portfolio, ranked #25.

Heron Bay Capital Management first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.7M in Q1 2026. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Heron Bay Capital Management held 97,010 shares of Salesforce worth $15.2M as of Q2 2026.
  • Heron Bay Capital Management sold 8,379 Salesforce shares in Q2 2026, an estimated $1.47M.
  • Salesforce made up 1.38% of Heron Bay Capital Management's portfolio in Q2 2026, its #25 holding.
  • Heron Bay Capital Management first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • Heron Bay Capital Management's Salesforce position peaked at $19.7M in Q1 2026.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Heron Bay Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.