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iSAM Funds (UK)’s Salesforce CRM Stock Holding History

iSAM Funds (UK)’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 		$768K Buy
4,900
+3,445
+237% +$606K 0.54% 62
2026
Q1 		$272K Buy
+1,455
New +$301K 0.13% 232
2025
Q2 		– Sell
-1,060
Closed -$284K – 479
2025
Q1 		$284K Sell
1,060
-1,188
-53% -$370K 0.14% 231
2024
Q4 		$752K Buy
+2,248
New +$717K 0.56% 53
2024
Q2 		– Sell
-4,378
Closed -$1.32M – 261
2024
Q1 		$1.32M Sell
4,378
-1,170
-21% -$338K 0.75% 45
2023
Q4 		$1.46M Sell
5,548
-19
-0.3% -$4.3K 1.04% 23
2023
Q3 		$1.13M Buy
+5,567
New +$1.2M 0.71% 44

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

iSAM Funds (UK)'s CRM Position: Q2 2026 in Review

iSAM Funds (UK) increased its Salesforce (CRM) stake by 237% in Q2 2026, buying an estimated $606K and bringing the position to 4,900 shares worth $768K. The position accounts for 0.54% of the portfolio, ranked #62.

iSAM Funds (UK) first reported a position in CRM in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.46M in Q4 2023. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • iSAM Funds (UK) held 4,900 shares of Salesforce worth $768K as of Q2 2026.
  • iSAM Funds (UK) bought 3,445 Salesforce shares in Q2 2026, an estimated $606K.
  • Salesforce made up 0.54% of iSAM Funds (UK)'s portfolio in Q2 2026, its #62 holding.
  • iSAM Funds (UK) first reported a position in Salesforce in Q3 2023 and has held it in 7 quarters since.
  • iSAM Funds (UK)'s Salesforce position peaked at $1.46M in Q4 2023.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.