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IEQ Capital’s Salesforce CRM Stock Holding History

IEQ Capital’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 		$62.8M Sell
400,588
-176,084
-31% -$31M 0.29% 62
2026
Q1 		$108M Buy
576,672
+25,951
+5% +$5.38M 0.5% 30
2025
Q4 		$146M Buy
550,721
+16,197
+3% +$4.03M 0.44% 23
2025
Q3 		$127M Buy
534,524
+170,563
+47% +$43M 0.38% 26
2025
Q2 		$99.2M Sell
363,961
-2,901
-0.8% -$776K 0.61% 24
2025
Q1 		$98.5M Buy
366,862
+46,003
+14% +$14.3M 0.78% 21
2024
Q4 		$107M Sell
320,859
-57,270
-15% -$18.3M 1.04% 17
2024
Q3 		$103M Sell
378,129
-852
-0.2% -$218K 1.27% 15
2024
Q2 		$97.4M Sell
378,981
-29,441
-7% -$7.88M 1.31% 17
2024
Q1 		$123M Buy
408,422
+4,304
+1% +$1.24M 1.77% 15
2023
Q4 		$106M Buy
404,118
+3,736
+0.9% +$846K 1.77% 13
2023
Q3 		$81.2M Buy
400,382
+8,703
+2% +$1.88M 1.65% 13
2023
Q2 		$82.7M Sell
391,679
-62,799
-14% -$12.8M 1.67% 13
2023
Q1 		$90.8M Sell
454,478
-45,407
-9% -$7.67M 2.11% 11
2022
Q4 		$66.3M Buy
499,885
+36,303
+8% +$5.3M 1.86% 11
2022
Q3 		$66.7M Sell
463,582
-96,471
-17% -$16.4M 1.83% 12
2022
Q2 		$92.4M Buy
560,053
+1,676
+0.3% +$296K 2.8% 8
2022
Q1 		$119M Buy
558,377
+12,249
+2% +$2.64M 2.82% 10
2021
Q4 		$139M Buy
546,128
+126,673
+30% +$35.6M 3.21% 7
2021
Q3 		$114M Buy
419,455
+284,360
+210% +$72.2M 3.02% 7
2021
Q2 		$33M Buy
135,095
+18,315
+16% +$4.22M 0.97% 21
2021
Q1 		$24.7M Buy
116,780
+16,853
+17% +$3.75M 1.02% 18
2020
Q4 		$22.2M Sell
99,927
-3,291
-3% -$800K 0.99% 21
2020
Q3 		$25.9M Buy
103,218
+1,764
+2% +$386K 1.39% 15
2020
Q2 		$19M Buy
101,454
+21,015
+26% +$3.54M 1.23% 15
2020
Q1 		$11.6M Buy
80,439
+44,664
+125% +$7.66M 0.93% 23
2019
Q4 		$5.82M Buy
+35,775
New +$5.61M 0.51% 30

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

IEQ Capital's CRM Position: Q2 2026 in Review

IEQ Capital reduced its Salesforce (CRM) stake by 31% in Q2 2026, selling an estimated $31M and leaving 400,588 shares worth $62.8M. The position accounts for 0.29% of the portfolio, ranked #62.

IEQ Capital first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $146M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • IEQ Capital held 400,588 shares of Salesforce worth $62.8M as of Q2 2026.
  • IEQ Capital sold 176,084 Salesforce shares in Q2 2026, an estimated $31M.
  • Salesforce made up 0.29% of IEQ Capital's portfolio in Q2 2026, its #62 holding.
  • IEQ Capital first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's Salesforce position peaked at $146M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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