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CRM icon

InceptionR’s Salesforce CRM Stock Holding History

InceptionR’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 		$295K Sell
1,884
-491
-21% -$86.3K 0.07% 469
2026
Q1 		$443K Buy
2,375
+253
+12% +$52.4K 0.11% 349
2025
Q4 		$562K Sell
2,122
-808
-28% -$201K 0.16% 244
2025
Q3 		$694K Sell
2,930
-1,346
-31% -$339K 0.17% 215
2025
Q2 		$1.17M Buy
4,276
+3,084
+259% +$825K 0.27% 113
2025
Q1 		$320K Buy
+1,192
New +$371K 0.1% 368
2024
Q2 		– Sell
-4,871
Closed -$1.47M – 635
2024
Q1 		$1.47M Buy
4,871
+2,790
+134% +$805K 0.38% 54
2023
Q4 		$548K Sell
2,081
-1,787
-46% -$404K 0.39% 87
2023
Q3 		$784K Buy
3,868
+1,386
+56% +$299K 0.44% 46
2023
Q2 		$524K Buy
2,482
+720
+41% +$147K 0.28% 134
2023
Q1 		$352K Buy
+1,762
New +$298K 0.11% 324

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

InceptionR's CRM Position: Q2 2026 in Review

InceptionR reduced its Salesforce (CRM) stake by 21% in Q2 2026, selling an estimated $86.3K and leaving 1,884 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #469.

InceptionR first reported a position in CRM in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • InceptionR held 1,884 shares of Salesforce worth $295K as of Q2 2026.
  • InceptionR sold 491 Salesforce shares in Q2 2026, an estimated $86.3K.
  • Salesforce made up 0.07% of InceptionR's portfolio in Q2 2026, its #469 holding.
  • InceptionR first reported a position in Salesforce in Q1 2023 and has held it in 11 quarters since.
  • InceptionR's Salesforce position peaked at $1.47M in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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