Ogorek Anthony Joseph’s Salesforce CRM Stock Holding History

Ogorek Anthony Joseph’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	$87K	Buy	560 +22	+4%	+$3.87K	0.02%	121
2026 Q1	$100K	Buy	538 +110	+26%	+$22.8K	0.03%	108
2025 Q4	$113K	Sell	428 -5	-1%	-$1.24K	0.03%	99
2025 Q3	$102K	Buy	433 +11	+3%	+$2.77K	0.03%	108
2025 Q2	$115K	Sell	422 -20	-5%	-$5.35K	0.04%	94
2025 Q1	$118K	Buy	442 +119	+37%	+$37K	0.04%	89
2024 Q4	$108K	Buy	323 +1	+0.3%	+$319	0.03%	78
2024 Q3	$88K	Buy	322 +8	+3%	+$2.05K	0.03%	80
2024 Q2	$80K	Hold	314	–	–	0.03%	80
2024 Q1	$94K	Hold	314	–	–	0.03%	75
2023 Q4	$82K	Hold	314	–	–	0.03%	81
2023 Q3	$63K	Sell	314 -11	-3%	-$2.38K	0.02%	101
2023 Q2	$68K	Buy	325 +11	+4%	+$2.25K	0.03%	90
2023 Q1	$62K	Buy	+314	New	+$53K	0.03%	91

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

Ogorek Anthony Joseph's CRM Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Salesforce (CRM) stake by 4.1% in Q2 2026, buying an estimated $3.87K and bringing the position to 560 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #121.

Ogorek Anthony Joseph first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $118K in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Ogorek Anthony Joseph held 560 shares of Salesforce worth $87K as of Q2 2026.
Ogorek Anthony Joseph bought 22 Salesforce shares in Q2 2026, an estimated $3.87K.
Salesforce made up 0.02% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #121 holding.
Ogorek Anthony Joseph first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
Ogorek Anthony Joseph's Salesforce position peaked at $118K in Q1 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.