Parnassus Investments
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Parnassus Investments’s Salesforce CRM Stock Holding History

Parnassus Investments’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
-1,949,698
Closed -$364M – 141
2026
Q1 		$364M Sell
1,949,698
-621,445
-24% -$129M 1.07% 34
2025
Q4 		$681M Sell
2,571,143
-1,106,930
-30% -$275M 1.77% 24
2025
Q3 		$872M Buy
3,678,073
+1,203,261
+49% +$303M 2.01% 17
2025
Q2 		$675M Sell
2,474,812
-26,788
-1% -$7.16M 1.56% 26
2025
Q1 		$671M Sell
2,501,600
-726,004
-22% -$226M 1.61% 28
2024
Q4 		$1.08B Sell
3,227,604
-2,208,448
-41% -$705M 2.4% 12
2024
Q3 		$1.49B Sell
5,436,052
-619,610
-10% -$159M 3.16% 7
2024
Q2 		$1.56B Buy
6,055,662
+284,573
+5% +$76.1M 3.39% 5
2024
Q1 		$1.74B Sell
5,771,089
-180,326
-3% -$52M 3.71% 4
2023
Q4 		$1.57B Buy
5,951,415
+18,397
+0.3% +$4.16M 3.48% 4
2023
Q3 		$1.2B Sell
5,933,018
-105,974
-2% -$22.9M 2.94% 6
2023
Q2 		$1.28B Buy
6,038,992
+53,314
+0.9% +$10.9M 2.96% 6
2023
Q1 		$1.2B Sell
5,985,678
-32,542
-0.5% -$5.5M 2.96% 5
2022
Q4 		$798M Buy
+6,018,220
New +$878M 1.98% 19

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

Parnassus Investments's CRM Position: Q2 2026 in Review

Parnassus Investments sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,949,698 shares — an estimated $364M sold.

Parnassus Investments first reported a position in CRM in Q4 2022 and held it in 14 quarters. The position peaked at $1.74B in Q1 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Parnassus Investments reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Parnassus Investments sold 1,949,698 Salesforce shares in Q2 2026, an estimated $364M.
  • Parnassus Investments first reported a position in Salesforce in Q4 2022 and held it in 14 quarters.
  • Parnassus Investments's Salesforce position peaked at $1.74B in Q1 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.