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IQ EQ Fund Management’s Salesforce CRM Stock Holding History

IQ EQ Fund 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 		– Sell
-6,062
Closed -$1.13M – 294
2026
Q1 		$1.13M Sell
6,062
-423
-7% -$87.6K 0.09% 199
2025
Q4 		$1.72M Sell
6,485
-558
-8% -$139K 0.12% 151
2025
Q3 		$1.67M Buy
7,043
+4,037
+134% +$1.02M 0.11% 161
2025
Q2 		$820K Buy
3,006
+1,100
+58% +$294K 0.07% 235
2025
Q1 		$511K Buy
+1,906
New +$593K 0.06% 242

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 $3.38T AUM 44.17% 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

IQ EQ Fund Management's CRM Position: Q2 2026 in Review

IQ EQ Fund Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 6,062 shares — an estimated $1.13M sold.

IQ EQ Fund Management first reported a position in CRM in Q1 2025 and held it in 5 quarters. The position peaked at $1.72M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • IQ EQ Fund Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • IQ EQ Fund Management sold 6,062 Salesforce shares in Q2 2026, an estimated $1.13M.
  • IQ EQ Fund Management first reported a position in Salesforce in Q1 2025 and held it in 5 quarters.
  • IQ EQ Fund Management's Salesforce position peaked at $1.72M in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on IQ EQ Fund Management's 13F filing for Q2 2026, filed 31 Jul 2026.