Next Capital Management’s Salesforce CRM Stock Holding History

Next 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	$1.78M	Hold	11,350	–	–	0.48%	44
2026 Q1	$2.12M	Buy	+11,350	New	+$2.35M	0.64%	33
2025 Q3	–	Sell	-943	Closed	-$257K	–	141
2025 Q2	$257K	Buy	+943	New	+$252K	0.1%	116
2025 Q1	–	Sell	-1,480	Closed	-$495K	–	129
2024 Q4	$495K	Buy	1,480 +443	+43%	+$141K	0.2%	82
2024 Q3	$284K	Sell	1,037 -1,364	-57%	-$349K	0.12%	104
2024 Q2	$617K	Buy	2,401 +1,109	+86%	+$297K	0.26%	70
2024 Q1	$389K	Buy	+1,292	New	+$373K	0.16%	97
2019 Q4	–	Sell	-80	Closed	-$12K	–	116
2019 Q3	$12K	Sell	80 -324	-80%	-$49.2K	0.01%	224
2019 Q2	$61K	Buy	404 +324	+405%	+$50.8K	0.04%	146
2019 Q1	$13K	Hold	80	–	–	0.01%	212
2018 Q4	$11K	Buy	+80	New	+$11K	0.01%	198

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Next Capital Management's CRM Position: Q2 2026 in Review

Next Capital Management held its Salesforce (CRM) position steady in Q2 2026 at 11,350 shares worth $1.78M. The position accounts for 0.48% of the portfolio, ranked #44.

Next Capital Management first reported a position in CRM in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.12M in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Next Capital Management held 11,350 shares of Salesforce worth $1.78M as of Q2 2026.
Next Capital Management left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.48% of Next Capital Management's portfolio in Q2 2026, its #44 holding.
Next Capital Management first reported a position in Salesforce in Q4 2018 and has held it in 11 quarters since.
Next Capital Management's Salesforce position peaked at $2.12M in Q1 2026.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.