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Meitav Investment House’s Salesforce CRM Stock Holding History

Meitav Investment House’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 		$1.3M Sell
8,278
-112,185
-93% -$19.7M 0.01% 220
2026
Q1 		$22.5M Sell
120,463
-113,121
-48% -$23.4M 0.25% 67
2025
Q4 		$61.9M Buy
233,584
+10,843
+5% +$2.69M 0.71% 32
2025
Q3 		$52.8M Buy
222,741
+13,700
+7% +$3.46M 0.7% 38
2025
Q2 		$57M Buy
209,041
+75,644
+57% +$20.2M 0.77% 34
2025
Q1 		$34.4M Buy
133,397
+3,465
+3% +$1.08M 0.63% 42
2024
Q4 		$43.4M Sell
129,932
-55,585
-30% -$17.7M 0.73% 43
2024
Q3 		$50.7M Sell
185,517
-16,628
-8% -$4.26M 0.85% 35
2024
Q2 		$51.9M Buy
202,145
+16,164
+9% +$4.33M 0.92% 34
2024
Q1 		$56M Buy
185,981
+179,208
+2,646% +$51.7M 1.1% 24
2023
Q4 		$1.8M Sell
6,773
-2,465
-27% -$558K 0.03% 162
2023
Q3 		$1.88M Sell
9,238
-4,911
-35% -$1.06M 0.03% 163
2023
Q2 		$2.99M Sell
14,149
-908
-6% -$185K 0.05% 152
2023
Q1 		$2.97M Buy
15,057
+13,142
+686% +$2.22M 0.05% 159
2022
Q4 		$254K Buy
+1,915
New +$279K ﹤0.01% 337
2021
Q3 		– Sell
-1,039
Closed -$254K – 412
2021
Q2 		$254K Sell
1,039
-7
-0.7% -$1.61K 0.01% 373
2021
Q1 		$222K Sell
1,046
-2,362
-69% -$526K 0.01% 350
2020
Q4 		$758K Sell
3,408
-615
-15% -$150K 0.03% 210
2020
Q3 		$1.01M Buy
4,023
+515
+15% +$113K 0.05% 157
2020
Q2 		$657K Sell
3,508
-1,328
-27% -$224K 0.04% 194
2020
Q1 		$696K Sell
4,836
-1,573
-25% -$270K 0.05% 187
2019
Q4 		$1.04M Sell
6,409
-660
-9% -$103K 0.08% 161
2019
Q3 		$1.08M Sell
7,069
-1,218
-15% -$185K 0.08% 149
2019
Q2 		$1.25M Sell
8,287
-5,756
-41% -$902K 0.08% 135
2019
Q1 		$2.18M Buy
14,043
+539
+4% +$83.5K 0.12% 101
2018
Q4 		$1.85M Sell
13,504
-5,862
-30% -$806K 0.11% 99
2018
Q3 		$3.11M Buy
19,366
+10,503
+119% +$1.56M 0.15% 88
2018
Q2 		$1.2M Buy
+8,863
New +$1.13M 0.05% 179

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

Meitav Investment House's CRM Position: Q2 2026 in Review

Meitav Investment House reduced its Salesforce (CRM) stake by 93% in Q2 2026, selling an estimated $19.7M and leaving 8,278 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #220.

Meitav Investment House first reported a position in CRM in Q2 2018 and has held it in 28 quarters since. The position peaked at $61.9M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Meitav Investment House held 8,278 shares of Salesforce worth $1.3M as of Q2 2026.
  • Meitav Investment House sold 112,185 Salesforce shares in Q2 2026, an estimated $19.7M.
  • Salesforce made up 0.01% of Meitav Investment House's portfolio in Q2 2026, its #220 holding.
  • Meitav Investment House first reported a position in Salesforce in Q2 2018 and has held it in 28 quarters since.
  • Meitav Investment House's Salesforce position peaked at $61.9M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.