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John G. Ullman & Associates’s Salesforce CRM Stock Holding History

John G. Ullman & Associates’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 		$423K Sell
2,700
-5,583
-67% -$982K 0.05% 146
2026
Q1 		$1.55M Sell
8,283
-3,567
-30% -$739K 0.21% 86
2025
Q4 		$3.14M Sell
11,850
-325
-3% -$80.8K 0.42% 70
2025
Q3 		$2.89M Sell
12,175
-1,094
-8% -$276K 0.39% 71
2025
Q2 		$3.62M Sell
13,269
-492
-4% -$132K 0.54% 61
2025
Q1 		$3.69M Buy
13,761
+236
+2% +$73.4K 0.57% 58
2024
Q4 		$4.52M Sell
13,525
-275
-2% -$87.8K 0.67% 52
2024
Q3 		$3.78M Sell
13,800
-900
-6% -$231K 0.54% 61
2024
Q2 		$3.78M Buy
+14,700
New +$3.93M 0.58% 55

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

John G. Ullman & Associates's CRM Position: Q2 2026 in Review

John G. Ullman & Associates reduced its Salesforce (CRM) stake by 67% in Q2 2026, selling an estimated $982K and leaving 2,700 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #146.

John G. Ullman & Associates first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.52M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • John G. Ullman & Associates held 2,700 shares of Salesforce worth $423K as of Q2 2026.
  • John G. Ullman & Associates sold 5,583 Salesforce shares in Q2 2026, an estimated $982K.
  • Salesforce made up 0.05% of John G. Ullman & Associates's portfolio in Q2 2026, its #146 holding.
  • John G. Ullman & Associates first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
  • John G. Ullman & Associates's Salesforce position peaked at $4.52M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.