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Peak Asset Management’s Salesforce CRM Stock Holding History

Peak 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 		$5.79M Buy
36,928
+4,636
+14% +$815K 0.85% 30
2026
Q1 		$6.03M Buy
+32,292
New +$6.69M 1.06% 28

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

Peak Asset Management's CRM Position: Q2 2026 in Review

Peak Asset Management increased its Salesforce (CRM) stake by 14% in Q2 2026, buying an estimated $815K and bringing the position to 36,928 shares worth $5.79M. The position accounts for 0.85% of the portfolio, ranked #30.

Peak Asset Management first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.03M in Q1 2026. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Peak Asset Management held 36,928 shares of Salesforce worth $5.79M as of Q2 2026.
  • Peak Asset Management bought 4,636 Salesforce shares in Q2 2026, an estimated $815K.
  • Salesforce made up 0.85% of Peak Asset Management's portfolio in Q2 2026, its #30 holding.
  • Peak Asset Management first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Peak Asset Management's Salesforce position peaked at $6.03M in Q1 2026.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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