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Interchange Capital Partners’s Salesforce CRM Stock Holding History

Interchange Capital Partners’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
-200
Closed -$5.04K – 443
2026
Q1 		$5.04K Buy
+200
New +$41.4K ﹤0.01% 289
2025
Q2 		– Sell
-200
Closed -$5.04K – 290
2025
Q1 		$5.04K Buy
+200
New +$62.2K ﹤0.01% 280

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

Interchange Capital Partners's CRM Position: Q2 2026 in Review

Interchange Capital Partners reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $165K and leaving 3,821 shares worth $598K. The position accounts for 0.11% of the portfolio, ranked #180.

Interchange Capital Partners first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.37M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Interchange Capital Partners held 3,821 shares of Salesforce worth $598K as of Q2 2026.
  • Interchange Capital Partners sold 938 Salesforce shares in Q2 2026, an estimated $165K.
  • Salesforce made up 0.11% of Interchange Capital Partners's portfolio in Q2 2026, its #180 holding.
  • Interchange Capital Partners first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • Interchange Capital Partners's Salesforce position peaked at $1.37M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.