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Madison Asset Management’s Salesforce CRM Stock Holding History

Madison 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 		$12M Sell
76,505
-16,072
-17% -$2.83M 0.14% 124
2026
Q1 		$17.3M Buy
92,577
+45,978
+99% +$9.53M 0.21% 108
2025
Q4 		$12.3M Buy
+46,599
New +$11.6M 0.14% 119
2024
Q2 		– Sell
-825
Closed -$248K – 329
2024
Q1 		$248K Buy
+825
New +$238K ﹤0.01% 319

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 $3.38T AUM 44.17% 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

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

Madison Asset Management reduced its Salesforce (CRM) stake by 17% in Q2 2026, selling an estimated $2.83M and leaving 76,505 shares worth $12M. The position accounts for 0.14% of the portfolio, ranked #124.

Madison Asset Management first reported a position in CRM in Q1 2024 and has held it in 4 quarters since. The position peaked at $17.3M in Q1 2026. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Madison Asset Management held 76,505 shares of Salesforce worth $12M as of Q2 2026.
  • Madison Asset Management sold 16,072 Salesforce shares in Q2 2026, an estimated $2.83M.
  • Salesforce made up 0.14% of Madison Asset Management's portfolio in Q2 2026, its #124 holding.
  • Madison Asset Management first reported a position in Salesforce in Q1 2024 and has held it in 4 quarters since.
  • Madison Asset Management's Salesforce position peaked at $17.3M in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.