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Metis Global Partners’s Salesforce CRM Stock Holding History

Metis Global Partners’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 		$10.9M Buy
69,622
+3,148
+5% +$554K 0.25% 69
2026
Q1 		$12.4M Sell
66,474
-2,346
-3% -$486K 0.3% 52
2025
Q4 		$18.2M Buy
68,820
+12,643
+23% +$3.14M 0.43% 33
2025
Q3 		$13.3M Sell
56,177
-2,697
-5% -$680K 0.31% 46
2025
Q2 		$16.1M Sell
58,874
-6,081
-9% -$1.63M 0.41% 32
2025
Q1 		$17.4M Buy
64,955
+6,607
+11% +$2.05M 0.49% 31
2024
Q4 		$19.5M Buy
58,348
+31
+0.1% +$9.89K 0.59% 24
2024
Q3 		$16M Buy
58,317
+1,440
+3% +$369K 0.5% 30
2024
Q2 		$14.6M Buy
56,877
+1,911
+3% +$511K 0.5% 30
2024
Q1 		$16.6M Buy
54,966
+29
+0.1% +$8.37K 0.6% 26
2023
Q4 		$14.5M Buy
54,937
+7,273
+15% +$1.65M 0.58% 28
2023
Q3 		$9.67M Buy
47,664
+5,925
+14% +$1.28M 0.47% 33
2023
Q2 		$8.82M Buy
41,739
+728
+2% +$149K 0.48% 31
2023
Q1 		$8.19M Buy
41,011
+10,157
+33% +$1.72M 0.53% 31
2022
Q4 		$4.09M Buy
30,854
+12,914
+72% +$1.88M 0.36% 55
2022
Q3 		$2.58M Buy
17,940
+1,372
+8% +$233K 0.42% 45
2022
Q2 		$2.73M Buy
16,568
+914
+6% +$161K 0.44% 45
2022
Q1 		$3.32M Buy
15,654
+6,963
+80% +$1.5M 0.4% 42
2021
Q4 		$2.21M Buy
+8,691
New +$2.44M 0.61% 30

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

Metis Global Partners's CRM Position: Q2 2026 in Review

Metis Global Partners increased its Salesforce (CRM) stake by 4.7% in Q2 2026, buying an estimated $554K and bringing the position to 69,622 shares worth $10.9M. The position accounts for 0.25% of the portfolio, ranked #69.

Metis Global Partners first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.5M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Metis Global Partners held 69,622 shares of Salesforce worth $10.9M as of Q2 2026.
  • Metis Global Partners bought 3,148 Salesforce shares in Q2 2026, an estimated $554K.
  • Salesforce made up 0.25% of Metis Global Partners's portfolio in Q2 2026, its #69 holding.
  • Metis Global Partners first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Metis Global Partners's Salesforce position peaked at $19.5M in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.