IPS
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Investors Portfolio Services’s Salesforce CRM Stock Holding History

Investors Portfolio Services’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 		$94.5K Buy
603
+572
+1,845% +$101K 0.07% 61
2026
Q1 		$5.18K Buy
31
+27
+675% +$5.59K ﹤0.01% 172
2025
Q4 		$955 Buy
+4
New +$994 ﹤0.01% 308

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

Investors Portfolio Services's CRM Position: Q2 2026 in Review

Investors Portfolio Services increased its Salesforce (CRM) stake by 1,845% in Q2 2026, buying an estimated $101K and bringing the position to 603 shares worth $94.5K. The position accounts for 0.07% of the portfolio, ranked #61.

Investors Portfolio Services first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Investors Portfolio Services held 603 shares of Salesforce worth $94.5K as of Q2 2026.
  • Investors Portfolio Services bought 572 Salesforce shares in Q2 2026, an estimated $101K.
  • Salesforce made up 0.07% of Investors Portfolio Services's portfolio in Q2 2026, its #61 holding.
  • Investors Portfolio Services first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.