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Neo Ivy Capital Management’s Salesforce CRM Stock Holding History

Neo Ivy Capital 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 		$2.51M Buy
+15,991
New +$2.81M 0.58% 58
2026
Q1 		– Sell
-3,583
Closed -$949K – 374
2025
Q4 		$949K Buy
+3,583
New +$890K 0.15% 178
2025
Q1 		– Sell
-1,074
Closed -$359K – 315
2024
Q4 		$359K Buy
+1,074
New +$343K 0.07% 193
2024
Q3 		– Sell
-26,008
Closed -$6.69M – 294
2024
Q2 		$6.69M Buy
+26,008
New +$6.96M 1.31% 2
2023
Q3 		– Sell
-14,892
Closed -$3.15M – 348
2023
Q2 		$3.15M Buy
+14,892
New +$3.04M 1.66% 7
2022
Q4 		– Sell
-275
Closed -$40K – 377
2022
Q3 		$40K Buy
275
+103
+60% +$17.5K 0.11% 245
2022
Q2 		$28K Sell
172
-770
-82% -$136K 0.08% 283
2022
Q1 		$200K Buy
942
+174
+23% +$37.4K 0.18% 200
2021
Q4 		$195K Buy
+768
New +$216K 0.28% 143
2021
Q3 		– Sell
-1,510
Closed -$369K – 496
2021
Q2 		$369K Sell
1,510
-39
-3% -$8.99K 0.37% 101
2021
Q1 		$328K Buy
1,549
+535
+53% +$119K 0.36% 95
2020
Q4 		$226K Buy
1,014
+342
+51% +$83.2K 0.25% 142
2020
Q3 		$168K Buy
+672
New +$147K 0.17% 217
2020
Q2 		– Sell
-2,489
Closed -$358K – 481
2020
Q1 		$358K Buy
2,489
+202
+9% +$34.6K 0.58% 30
2019
Q4 		$372K Buy
+2,287
New +$359K 0.43% 106
2019
Q2 		– Sell
-7,031
Closed -$1.11M – 293
2019
Q1 		$1.11M Buy
+7,031
New +$1.09M 0.63% 62

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

Neo Ivy Capital Management's CRM Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Salesforce (CRM) in Q2 2026: 15,991 shares worth $2.51M. The stake represents 0.58% of the portfolio and ranks #58 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in CRM as recently as Q4 2025.

Neo Ivy Capital Management first reported a position in CRM in Q1 2019 and has held it in 16 quarters since. The position peaked at $6.69M in Q2 2024. 2,491 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Neo Ivy Capital Management held 15,991 shares of Salesforce worth $2.51M as of Q2 2026.
  • Salesforce was a new Neo Ivy Capital Management position in Q2 2026.
  • Salesforce made up 0.58% of Neo Ivy Capital Management's portfolio in Q2 2026, its #58 holding.
  • Neo Ivy Capital Management first reported a position in Salesforce in Q1 2019 and has held it in 16 quarters since.
  • Neo Ivy Capital Management's Salesforce position peaked at $6.69M in Q2 2024.
  • 2,491 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.