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PeakShares LLC’s Salesforce CRM Stock Holding History

PeakShares LLC’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 		$320K Sell
2,040
-6,030
-75% -$1.06M 0.24% 75
2026
Q1 		$1.51M Buy
8,070
+2,534
+46% +$525K 1.38% 20
2025
Q4 		$1.47M Buy
+5,536
New +$1.38M 1.43% 14

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

PeakShares LLC's CRM Position: Q2 2026 in Review

PeakShares LLC reduced its Salesforce (CRM) stake by 75% in Q2 2026, selling an estimated $1.06M and leaving 2,040 shares worth $320K. The position accounts for 0.24% of the portfolio, ranked #75.

PeakShares LLC first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q1 2026. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • PeakShares LLC held 2,040 shares of Salesforce worth $320K as of Q2 2026.
  • PeakShares LLC sold 6,030 Salesforce shares in Q2 2026, an estimated $1.06M.
  • Salesforce made up 0.24% of PeakShares LLC's portfolio in Q2 2026, its #75 holding.
  • PeakShares LLC first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • PeakShares LLC's Salesforce position peaked at $1.51M in Q1 2026.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on PeakShares LLC's 13F filing for Q2 2026, filed 11 Aug 2026.