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Partners Capital Investment Group’s Salesforce CRM Stock Holding History

Partners Capital Investment Group’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 		$2.03M Sell
12,931
-2,206
-15% -$388K 0.07% 92
2026
Q1 		$2.83M Sell
15,137
-1,770
-10% -$367K 0.11% 80
2025
Q4 		$4.48M Buy
16,907
+3,832
+29% +$952K 0.17% 58
2025
Q3 		$3.1M Hold
13,075
– – 0.12% 86
2025
Q2 		$3.57M Sell
13,075
-17,151
-57% -$4.59M 0.14% 79
2025
Q1 		$8.11M Buy
30,226
+14,241
+89% +$4.43M 0.14% 81
2024
Q4 		$5.34M Sell
15,985
-18,154
-53% -$5.79M 0.15% 59
2024
Q3 		$9.34M Sell
34,139
-1,948
-5% -$499K 0.15% 70
2024
Q2 		$9.2M Buy
36,087
+15,435
+75% +$4.13M 0.16% 72
2024
Q1 		$6.22M Sell
20,652
-23,584
-53% -$6.8M 0.17% 67
2023
Q4 		$11.6M Sell
44,236
-10,064
-19% -$2.28M 0.26% 58
2023
Q3 		$11M Sell
54,300
-1,649
-3% -$356K 0.26% 58
2023
Q2 		$11.8M Buy
55,949
+47,909
+596% +$9.78M 0.25% 65
2023
Q1 		$1.61M Sell
8,040
-517
-6% -$87.3K 0.07% 94
2022
Q4 		$1.13M Sell
8,557
-412
-5% -$60.1K 0.05% 102
2022
Q3 		$1.29M Buy
+8,969
New +$1.52M 0.08% 99
2021
Q3 		– Sell
-109,784
Closed -$26.8M – 138
2021
Q2 		$26.8M Buy
109,784
+8,263
+8% +$1.9M 1.19% 32
2021
Q1 		$21.5M Sell
101,521
-91,303
-47% -$20.3M 0.94% 40
2020
Q4 		$42.9M Buy
192,824
+87,432
+83% +$21.3M 1.22% 32
2020
Q3 		$26.5M Buy
105,392
+15,257
+17% +$3.34M 1.63% 19
2020
Q2 		$16.9M Buy
90,135
+25,833
+40% +$4.35M 0.83% 31
2020
Q1 		$9.26M Sell
64,302
-8,855
-12% -$1.52M 0.63% 40
2019
Q4 		$11.9M Buy
+73,157
New +$11.5M 0.9% 31

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

Partners Capital Investment Group's CRM Position: Q2 2026 in Review

Partners Capital Investment Group reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $388K and leaving 12,931 shares worth $2.03M. The position accounts for 0.07% of the portfolio, ranked #92.

Partners Capital Investment Group first reported a position in CRM in Q4 2019 and has held it in 23 quarters since. The position peaked at $42.9M in Q4 2020. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Partners Capital Investment Group held 12,931 shares of Salesforce worth $2.03M as of Q2 2026.
  • Partners Capital Investment Group sold 2,206 Salesforce shares in Q2 2026, an estimated $388K.
  • Salesforce made up 0.07% of Partners Capital Investment Group's portfolio in Q2 2026, its #92 holding.
  • Partners Capital Investment Group first reported a position in Salesforce in Q4 2019 and has held it in 23 quarters since.
  • Partners Capital Investment Group's Salesforce position peaked at $42.9M in Q4 2020.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.