Osborne Partners Capital Management’s Salesforce CRM Stock Holding History

Osborne Partners 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	$10.7M	Sell	68,157 -7,614	-10%	-$1.34M	0.59%	54
2026 Q1	$14.1M	Buy	75,771 +9,133	+14%	+$1.89M	0.75%	41
2025 Q4	$17.7M	Buy	66,638 +461	+0.7%	+$115K	0.91%	31
2025 Q3	$15.7M	Buy	66,177 +2,386	+4%	+$602K	0.8%	37
2025 Q2	$17.4M	Buy	63,791 +1,217	+2%	+$325K	0.92%	29
2025 Q1	$16.8M	Buy	62,574 +500	+0.8%	+$156K	0.97%	27
2024 Q4	$20.8M	Sell	62,074 -569	-0.9%	-$182K	1.2%	20
2024 Q3	$17.1M	Sell	62,643 -18,402	-23%	-$4.71M	0.97%	27
2024 Q2	$20.8M	Buy	81,045 +40,056	+98%	+$10.7M	1.25%	20
2024 Q1	$12.3M	Buy	40,989 +1,619	+4%	+$467K	0.76%	43
2023 Q4	$10.4M	Buy	39,370 +102	+0.3%	+$23.1K	0.68%	54
2023 Q3	$7.96M	Buy	39,268 +941	+2%	+$203K	0.59%	62
2023 Q2	$8.1M	Buy	38,327 +943	+3%	+$192K	0.58%	62
2023 Q1	$7.47M	Buy	37,384 +382	+1%	+$64.5K	0.55%	67
2022 Q4	$4.91M	Buy	37,002 +2,772	+8%	+$404K	0.39%	90
2022 Q3	$4.92M	Buy	34,230 +2,444	+8%	+$414K	0.41%	85
2022 Q2	$5.25M	Buy	+31,786	New	+$5.62M	0.4%	83

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

Osborne Partners Capital Management's CRM Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its Salesforce (CRM) stake by 10% in Q2 2026, selling an estimated $1.34M and leaving 68,157 shares worth $10.7M. The position accounts for 0.59% of the portfolio, ranked #54.

Osborne Partners Capital Management first reported a position in CRM in Q2 2022 and has held it in 17 quarters since. The position peaked at $20.8M in Q2 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Osborne Partners Capital Management held 68,157 shares of Salesforce worth $10.7M as of Q2 2026.
Osborne Partners Capital Management sold 7,614 Salesforce shares in Q2 2026, an estimated $1.34M.
Salesforce made up 0.59% of Osborne Partners Capital Management's portfolio in Q2 2026, its #54 holding.
Osborne Partners Capital Management first reported a position in Salesforce in Q2 2022 and has held it in 17 quarters since.
Osborne Partners Capital Management's Salesforce position peaked at $20.8M in Q2 2024.
2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.