MIM
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Morningstar Investment Management’s Salesforce CRM Stock Holding History

Morningstar Investment 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 		$4.79M Hold
25,679
– – 0.3% 77
2026
Q1 		$4.79M Sell
25,679
-1,244
-5% -$258K 0.3% 77
2025
Q4 		$7.13M Sell
26,923
-14,471
-35% -$3.6M 0.42% 46
2025
Q3 		$9.81M Buy
+41,394
New +$10.4M 0.36% 61

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

Morningstar Investment Management's CRM Position: Q2 2026 in Review

Morningstar Investment Management held its Salesforce (CRM) position steady in Q2 2026 at 25,679 shares worth $4.79M. The position accounts for 0.3% of the portfolio, ranked #77.

Morningstar Investment Management first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.81M in Q3 2025. 975 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Morningstar Investment Management held 25,679 shares of Salesforce worth $4.79M as of Q2 2026.
  • Morningstar Investment Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.3% of Morningstar Investment Management's portfolio in Q2 2026, its #77 holding.
  • Morningstar Investment Management first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Salesforce position peaked at $9.81M in Q3 2025.
  • 975 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.