Karani Asset Management’s Salesforce CRM Stock Holding History

Karani 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	$709K	Buy	4,523 +44	+1%	+$7.74K	0.51%	38
2026 Q1	$836K	Buy	4,479 +1,806	+68%	+$374K	0.68%	31
2025 Q4	$708K	Sell	2,673 -12	-0.4%	-$2.98K	0.58%	28
2025 Q3	$636K	Buy	2,685 +201	+8%	+$50.7K	0.51%	33
2025 Q2	$677K	Buy	+2,484	New	+$664K	0.66%	30
2023 Q2	–	Sell	-1,869	Closed	-$373K	–	35
2023 Q1	$373K	Sell	1,869 -1,865	-50%	-$315K	0.4%	32
2022 Q4	$495K	Sell	3,734 -4,760	-56%	-$695K	0.58%	29
2022 Q3	$1.22M	Sell	8,494 -2,207	-21%	-$374K	1.24%	25
2022 Q2	$1.77M	Buy	10,701 +4,122	+63%	+$728K	1.63%	23
2022 Q1	$1.4M	Buy	6,579 +55	+0.8%	+$11.8K	0.76%	25
2021 Q4	$1.66M	Sell	6,524 -548	-8%	-$154K	0.82%	25
2021 Q3	$1.92M	Buy	7,072 +1,937	+38%	+$492K	0.93%	30
2021 Q2	$1.25M	Buy	5,135 +47	+0.9%	+$10.8K	0.65%	30
2021 Q1	$1.08M	Sell	5,088 -3,212	-39%	-$715K	0.63%	31
2020 Q4	$1.85M	Buy	8,300 +2,346	+39%	+$571K	1.09%	32
2020 Q3	$1.5M	Sell	5,954 -833	-12%	-$182K	1%	25
2020 Q2	$1.27M	Sell	6,787 -667	-9%	-$112K	0.99%	27
2020 Q1	$1.07M	Buy	7,454 +1,869	+33%	+$320K	1.15%	25
2019 Q4	$908K	Buy	+5,585	New	+$876K	0.84%	29

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

Karani Asset Management's CRM Position: Q2 2026 in Review

Karani Asset Management increased its Salesforce (CRM) stake by 0.98% in Q2 2026, buying an estimated $7.74K and bringing the position to 4,523 shares worth $709K. The position accounts for 0.51% of the portfolio, ranked #38.

Karani Asset Management first reported a position in CRM in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.92M in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Karani Asset Management held 4,523 shares of Salesforce worth $709K as of Q2 2026.
Karani Asset Management bought 44 Salesforce shares in Q2 2026, an estimated $7.74K.
Salesforce made up 0.51% of Karani Asset Management's portfolio in Q2 2026, its #38 holding.
Karani Asset Management first reported a position in Salesforce in Q4 2019 and has held it in 19 quarters since.
Karani Asset Management's Salesforce position peaked at $1.92M in Q3 2021.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Karani Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.