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Holderness Investments Company’s Salesforce CRM Stock Holding History

Holderness Investments Company’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 		– Sell
-1,274
Closed -$238K – 263
2026
Q1 		$238K Sell
1,274
-1,636
-56% -$339K 0.05% 232
2025
Q4 		$771K Sell
2,910
-454
-13% -$113K 0.16% 119
2025
Q3 		$797K Buy
3,364
+290
+9% +$73.1K 0.16% 116
2025
Q2 		$838K Buy
3,074
+163
+6% +$43.6K 0.18% 114
2025
Q1 		$781K Buy
2,911
+267
+10% +$83K 0.18% 120
2024
Q4 		$884K Buy
2,644
+258
+11% +$82.3K 0.2% 112
2024
Q3 		$653K Buy
2,386
+13
+0.5% +$3.33K 0.14% 137
2024
Q2 		$610K Buy
2,373
+430
+22% +$115K 0.14% 133
2024
Q1 		$585K Buy
1,943
+626
+48% +$181K 0.14% 141
2023
Q4 		$347K Buy
1,317
+25
+2% +$5.66K 0.1% 183
2023
Q3 		$262K Buy
1,292
+175
+16% +$37.8K 0.1% 163
2023
Q2 		$236K Buy
1,117
+25
+2% +$5.1K 0.09% 181
2023
Q1 		$218K Buy
+1,092
New +$184K 0.09% 185
2022
Q3 		– Sell
-1,275
Closed -$210K – 191
2022
Q2 		$210K Sell
1,275
-115
-8% -$20.3K 0.09% 187
2022
Q1 		$295K Sell
1,390
-102
-7% -$22K 0.1% 179
2021
Q4 		$379K Buy
1,492
+255
+21% +$71.7K 0.11% 168
2021
Q3 		$335K Sell
1,237
-47
-4% -$11.9K 0.11% 167
2021
Q2 		$314K Buy
1,284
+10
+0.8% +$2.31K 0.1% 171
2021
Q1 		$270K Hold
1,274
– – 0.1% 177
2020
Q4 		$284K Buy
1,274
+96
+8% +$23.3K 0.11% 155
2020
Q3 		$296K Sell
1,178
-4
-0.3% -$876 0.12% 142
2020
Q2 		$221K Buy
+1,182
New +$199K 0.1% 161
2019
Q3 		– Sell
-1,390
Closed -$211K – 183
2019
Q2 		$211K Buy
1,390
+25
+2% +$3.92K 0.1% 184
2019
Q1 		$216K Buy
+1,365
New +$212K 0.1% 177

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

Holderness Investments Company's CRM Position: Q2 2026 in Review

Holderness Investments Company sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,274 shares — an estimated $238K sold.

Holderness Investments Company first reported a position in CRM in Q1 2019 and held it in 24 quarters. The position peaked at $884K in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Holderness Investments Company reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Holderness Investments Company sold 1,274 Salesforce shares in Q2 2026, an estimated $238K.
  • Holderness Investments Company first reported a position in Salesforce in Q1 2019 and held it in 24 quarters.
  • Holderness Investments Company's Salesforce position peaked at $884K in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Holderness Investments Company's 13F filing for Q2 2026, filed 12 Aug 2026.