Knollwood Investment Advisory’s Salesforce CRM Stock Holding History

Knollwood Investment Advisory’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	-27,312	Closed	-$5.1M	–	276
2026 Q1	$5.1M	Hold	27,312	–	–	0.51%	45
2025 Q4	$7.24M	Sell	27,312 -127	-0.5%	-$31.6K	0.68%	32
2025 Q3	$6.5M	Sell	27,439 -43	-0.2%	-$10.8K	0.59%	36
2025 Q2	$7.49M	Hold	27,482	–	–	0.72%	29
2025 Q1	$7.38M	Buy	27,482 +170	+0.6%	+$52.9K	0.82%	22
2024 Q4	$9.13M	Buy	27,312 +3,000	+12%	+$957K	0.96%	19
2024 Q3	$6.65M	Hold	24,312	–	–	0.71%	29
2024 Q2	$6.25M	Sell	24,312 -6,068	-20%	-$1.62M	0.7%	30
2024 Q1	$9.15M	Buy	30,380 +6,200	+26%	+$1.79M	1.65%	13
2023 Q4	$6.36M	Buy	24,180 +10,550	+77%	+$2.39M	1.32%	17
2023 Q3	$2.76M	Buy	13,630 +7,300	+115%	+$1.58M	1.29%	27
2023 Q2	$1.34M	Buy	6,330 +4,939	+355%	+$1.01M	0.45%	59
2023 Q1	$278K	Buy	+1,391	New	+$235K	0.05%	115

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's CRM Position: Q2 2026 in Review

Knollwood Investment Advisory sold out of Salesforce (CRM) in Q2 2026, closing a stake of 27,312 shares — an estimated $5.1M sold.

Knollwood Investment Advisory first reported a position in CRM in Q1 2023 and held it in 13 quarters. The position peaked at $9.15M in Q1 2024. 2,492 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Knollwood Investment Advisory reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Knollwood Investment Advisory sold 27,312 Salesforce shares in Q2 2026, an estimated $5.1M.
Knollwood Investment Advisory first reported a position in Salesforce in Q1 2023 and held it in 13 quarters.
Knollwood Investment Advisory's Salesforce position peaked at $9.15M in Q1 2024.
2,492 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.