J. Safra Asset Management’s Salesforce CRM Stock Holding History

J. Safra Asset 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	$168K	Sell	1,072 -1,121	-51%	-$197K	0.01%	230
2026 Q1	$409K	Buy	2,193 +43	+2%	+$8.91K	0.02%	173
2025 Q4	$570K	Buy	2,150 +1,117	+108%	+$278K	0.03%	150
2025 Q3	$245K	Buy	1,033 +31	+3%	+$7.82K	0.01%	162
2025 Q2	$273K	Sell	1,002 -169	-14%	-$45.2K	0.02%	141
2025 Q1	$314K	Buy	+1,171	New	+$364K	0.03%	102
2024 Q3	–	Sell	-225	Closed	-$57.8K	–	302
2024 Q2	$57.8K	Buy	225 +194	+626%	+$51.9K	0.01%	133
2024 Q1	$9.34K	Buy	+31	New	+$8.95K	﹤0.01%	136
2022 Q3	–	Hold	0	–	–	–	65
2022 Q2	–	Hold	0	–	–	–	65
2022 Q1	–	Hold	0	–	–	–	53

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

J. Safra Asset Management's CRM Position: Q2 2026 in Review

J. Safra Asset Management reduced its Salesforce (CRM) stake by 51% in Q2 2026, selling an estimated $197K and leaving 1,072 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #230.

J. Safra Asset Management first reported a position in CRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $570K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

J. Safra Asset Management held 1,072 shares of Salesforce worth $168K as of Q2 2026.
J. Safra Asset Management sold 1,121 Salesforce shares in Q2 2026, an estimated $197K.
Salesforce made up 0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #230 holding.
J. Safra Asset Management first reported a position in Salesforce in Q1 2024 and has held it in 8 quarters since.
J. Safra Asset Management's Salesforce position peaked at $570K in Q4 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.