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O'Shaughnessy Asset Management’s Salesforce CRM Stock Holding History

O'Shaughnessy Asset 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 		$18.5M Sell
118,148
-38,673
-25% -$6.8M 0.09% 240
2026
Q1 		$29.3M Buy
156,821
+11,848
+8% +$2.45M 0.15% 144
2025
Q4 		$38.4M Buy
144,973
+15,327
+12% +$3.81M 0.21% 98
2025
Q3 		$30.7M Sell
129,646
-9,466
-7% -$2.39M 0.18% 116
2025
Q2 		$37.9M Buy
139,112
+4,713
+4% +$1.26M 0.26% 75
2025
Q1 		$36.1M Buy
134,399
+17,719
+15% +$5.51M 0.29% 66
2024
Q4 		$39M Buy
116,680
+13,827
+13% +$4.41M 0.33% 57
2024
Q3 		$30M Buy
102,853
+9,414
+10% +$2.41M 0.27% 75
2024
Q2 		$24M Buy
93,439
+866
+0.9% +$232K 0.25% 87
2024
Q1 		$27.9M Buy
92,573
+24,152
+35% +$6.97M 0.31% 71
2023
Q4 		$18M Buy
68,421
+10,177
+17% +$2.3M 0.24% 99
2023
Q3 		$11.8M Buy
58,244
+12,882
+28% +$2.78M 0.18% 139
2023
Q2 		$9.58M Buy
45,362
+1,608
+4% +$328K 0.14% 169
2023
Q1 		$8.74M Buy
43,754
+13,512
+45% +$2.28M 0.14% 167
2022
Q4 		$4.01M Buy
30,242
+309
+1% +$45.1K 0.07% 305
2022
Q3 		$4.31M Sell
29,933
-484
-2% -$82.1K 0.08% 261
2022
Q2 		$5.02M Buy
30,417
+9,148
+43% +$1.62M 0.09% 224
2022
Q1 		$4.52M Buy
21,269
+5,964
+39% +$1.28M 0.08% 266
2021
Q4 		$3.89M Sell
15,305
-268
-2% -$75.3K 0.07% 263
2021
Q3 		$4.22M Buy
15,573
+2,672
+21% +$679K 0.09% 199
2021
Q2 		$3.15M Buy
12,901
+1,851
+17% +$427K 0.06% 237
2021
Q1 		$2.34M Buy
11,050
+1,608
+17% +$358K 0.05% 248
2020
Q4 		$2.1M Buy
9,442
+1,348
+17% +$328K 0.06% 202
2020
Q3 		$2.03M Buy
8,094
+2,304
+40% +$504K 0.06% 182
2020
Q2 		$1.08M Buy
5,790
+4,968
+604% +$837K 0.03% 250
2020
Q1 		$118K Sell
822
-699
-46% -$120K ﹤0.01% 596
2019
Q4 		$247K Buy
1,521
+1,518
+50,600% +$238K 0.01% 562
2019
Q3 		$0 Buy
3
+1
+50% +$152 ﹤0.01% 1022
2019
Q2 		$0 Buy
+2
New +$313 ﹤0.01% 1016

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

O'Shaughnessy Asset Management's CRM Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Salesforce (CRM) stake by 25% in Q2 2026, selling an estimated $6.8M and leaving 118,148 shares worth $18.5M. The position accounts for 0.09% of the portfolio, ranked #240.

O'Shaughnessy Asset Management first reported a position in CRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $39M in Q4 2024. 2,492 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • O'Shaughnessy Asset Management held 118,148 shares of Salesforce worth $18.5M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 38,673 Salesforce shares in Q2 2026, an estimated $6.8M.
  • Salesforce made up 0.09% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #240 holding.
  • O'Shaughnessy Asset Management first reported a position in Salesforce in Q2 2019 and has held it in 29 quarters since.
  • O'Shaughnessy Asset Management's Salesforce position peaked at $39M in Q4 2024.
  • 2,492 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.