Perbak Capital Partners’s Salesforce CRM Stock Holding History

Perbak Capital Partners’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	-1,134	Closed	-$212K	–	66
2026 Q1	$212K	Buy	+1,134	New	+$235K	0.05%	286
2025 Q4	–	Sell	-3,030	Closed	-$718K	–	243
2025 Q3	$718K	Buy	3,030 +2,002	+195%	+$505K	0.13%	180
2025 Q2	$280K	Buy	+1,028	New	+$275K	0.06%	247

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Perbak Capital Partners's CRM Position: Q2 2026 in Review

Perbak Capital Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,134 shares — an estimated $212K sold.

Perbak Capital Partners first reported a position in CRM in Q2 2025 and held it in 3 quarters. The position peaked at $718K in Q3 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Perbak Capital Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Perbak Capital Partners sold 1,134 Salesforce shares in Q2 2026, an estimated $212K.
Perbak Capital Partners first reported a position in Salesforce in Q2 2025 and held it in 3 quarters.
Perbak Capital Partners's Salesforce position peaked at $718K in Q3 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.