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Osterweis Capital Management’s Salesforce CRM Stock Holding History

Osterweis 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 		$37K Sell
236
-266
-53% -$46.8K ﹤0.01% 203
2026
Q1 		$93.7K Sell
502
-97,246
-99% -$20.1M ﹤0.01% 162
2025
Q4 		$25.9M Sell
97,748
-815
-0.8% -$203K 1.1% 35
2025
Q3 		$23.4M Buy
98,563
+56
+0.1% +$14.1K 1.05% 37
2025
Q2 		$26.9M Sell
98,507
-17,107
-15% -$4.57M 1.29% 31
2025
Q1 		$31M Sell
115,614
-1,120
-1% -$348K 1.53% 24
2024
Q4 		$39M Buy
116,734
+46,998
+67% +$15M 1.82% 12
2024
Q3 		$19.1M Buy
69,736
+67,041
+2,488% +$17.2M 0.97% 38
2024
Q2 		$693K Sell
2,695
-100
-4% -$26.8K 0.04% 110
2024
Q1 		$842K Sell
2,795
-103
-4% -$29.7K 0.05% 99
2023
Q4 		$763K Hold
2,898
– – 0.05% 100
2023
Q3 		$588K Sell
2,898
-385
-12% -$83.2K 0.04% 104
2023
Q2 		$694K Buy
3,283
+2,700
+463% +$551K 0.05% 107
2023
Q1 		$116K Buy
583
+483
+483% +$81.6K 0.01% 148
2022
Q4 		$13.3K Sell
100
-124
-55% -$18.1K ﹤0.01% 209
2022
Q3 		$32K Buy
+224
New +$38K ﹤0.01% 176

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 $3.37T AUM 44.26% 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

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

Osterweis Capital Management reduced its Salesforce (CRM) stake by 53% in Q2 2026, selling an estimated $46.8K and leaving 236 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Osterweis Capital Management first reported a position in CRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $39M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Osterweis Capital Management held 236 shares of Salesforce worth $37K as of Q2 2026.
  • Osterweis Capital Management sold 266 Salesforce shares in Q2 2026, an estimated $46.8K.
  • Salesforce made up ﹤0.01% of Osterweis Capital Management's portfolio in Q2 2026, its #203 holding.
  • Osterweis Capital Management first reported a position in Salesforce in Q3 2022 and has held it in 16 quarters since.
  • Osterweis Capital Management's Salesforce position peaked at $39M in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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