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Invenomic Capital Management’s Salesforce CRM Stock Holding History

Invenomic 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 		$30.3M Sell
193,300
-30,242
-14% -$5.32M 1.81% 15
2026
Q1 		$41.7M Buy
223,542
+178,832
+400% +$37.1M 1.91% 11
2025
Q4 		$11.8M Sell
44,710
-1,017
-2% -$253K 0.55% 62
2025
Q3 		$10.8M Buy
45,727
+26,706
+140% +$6.74M 0.52% 70
2025
Q2 		$5.19M Buy
+19,021
New +$5.09M 0.29% 99
2024
Q4 		– Sell
-39,250
Closed -$10.7M – 166
2024
Q3 		$10.7M Buy
+39,250
New +$10.1M 0.59% 62
2023
Q1 		– Sell
-213,467
Closed -$28.3M – 151
2022
Q4 		$28.3M Buy
213,467
+159,680
+297% +$23.3M 1.92% 12
2022
Q3 		$7.74M Buy
53,787
+7,951
+17% +$1.35M 0.66% 51
2022
Q2 		$7.57M Buy
+45,836
New +$8.1M 0.54% 57

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

Invenomic Capital Management's CRM Position: Q2 2026 in Review

Invenomic Capital Management reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $5.32M and leaving 193,300 shares worth $30.3M. The position accounts for 1.81% of the portfolio, ranked #15.

Invenomic Capital Management first reported a position in CRM in Q2 2022 and has held it in 9 quarters since. The position peaked at $41.7M in Q1 2026. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Invenomic Capital Management held 193,300 shares of Salesforce worth $30.3M as of Q2 2026.
  • Invenomic Capital Management sold 30,242 Salesforce shares in Q2 2026, an estimated $5.32M.
  • Salesforce made up 1.81% of Invenomic Capital Management's portfolio in Q2 2026, its #15 holding.
  • Invenomic Capital Management first reported a position in Salesforce in Q2 2022 and has held it in 9 quarters since.
  • Invenomic Capital Management's Salesforce position peaked at $41.7M in Q1 2026.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Invenomic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.