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NZS Capital’s Salesforce CRM Stock Holding History

NZS Capital’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 		– Sell
-29,457
Closed -$5.5M – 64
2026
Q1 		$5.5M Buy
+29,457
New +$6.1M 0.18% 55
2025
Q4 		– Sell
-80,846
Closed -$19.2M – 64
2025
Q3 		$19.2M Buy
80,846
+16,593
+26% +$4.18M 0.59% 55
2025
Q2 		$17.5M Buy
64,253
+19,861
+45% +$5.31M 0.6% 51
2025
Q1 		$11.9M Buy
44,392
+9,168
+26% +$2.85M 0.54% 50
2024
Q4 		$11.8M Sell
35,224
-88,481
-72% -$28.2M 0.5% 53
2024
Q3 		$33.9M Buy
123,705
+16,303
+15% +$4.18M 1.32% 27
2024
Q2 		$27.6M Buy
107,402
+38,258
+55% +$10.2M 1.13% 32
2024
Q1 		$20.8M Sell
69,144
-2,909
-4% -$839K 0.86% 40
2023
Q4 		$19M Sell
72,053
-17,829
-20% -$4.04M 1% 36
2023
Q3 		$18.2M Sell
89,882
-113,469
-56% -$24.5M 0.98% 35
2023
Q2 		$43M Sell
203,351
-175,720
-46% -$35.9M 2.15% 16
2023
Q1 		$75.7M Buy
379,071
+44,875
+13% +$7.58M 4.01% 6
2022
Q4 		$44.3M Sell
334,196
-87,192
-21% -$12.7M 3.79% 7
2022
Q3 		$60.6M Buy
421,388
+76,220
+22% +$12.9M 5.58% 3
2022
Q2 		$57M Buy
345,168
+111,915
+48% +$19.8M 6.09% 1
2022
Q1 		$49.5M Buy
233,253
+11,196
+5% +$2.41M 5.01% 3
2021
Q4 		$56.4M Buy
222,057
+16,514
+8% +$4.64M 4.95% 3
2021
Q3 		$55.7M Buy
205,543
+7,704
+4% +$1.96M 5.5% 3
2021
Q2 		$48.3M Buy
+197,839
New +$45.6M 4.44% 3

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

NZS Capital's CRM Position: Q2 2026 in Review

NZS Capital sold out of Salesforce (CRM) in Q2 2026, closing a stake of 29,457 shares — an estimated $5.5M sold.

NZS Capital first reported a position in CRM in Q2 2021 and held it in 19 quarters. The position peaked at $75.7M in Q1 2023. 2,492 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • NZS Capital reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • NZS Capital sold 29,457 Salesforce shares in Q2 2026, an estimated $5.5M.
  • NZS Capital first reported a position in Salesforce in Q2 2021 and held it in 19 quarters.
  • NZS Capital's Salesforce position peaked at $75.7M in Q1 2023.
  • 2,492 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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