PCM
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Pointe Capital Management’s Salesforce CRM Stock Holding History

Pointe Capital 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 		$490K Sell
3,125
-24
-0.8% -$4.22K 0.22% 90
2026
Q1 		$588K Sell
3,149
-192
-6% -$39.8K 0.29% 75
2025
Q4 		$885K Sell
3,341
-151
-4% -$37.5K 0.44% 50
2025
Q3 		$828K Buy
3,492
+465
+15% +$117K 0.4% 57
2025
Q2 		$825K Buy
3,027
+63
+2% +$16.8K 0.43% 58
2025
Q1 		$795K Buy
2,964
+54
+2% +$16.8K 0.47% 56
2024
Q4 		$973K Buy
2,910
+24
+0.8% +$7.66K 0.56% 44
2024
Q3 		$790K Buy
2,886
+897
+45% +$230K 0.46% 60
2024
Q2 		$511K Buy
1,989
+4
+0.2% +$1.07K 0.32% 83
2024
Q1 		$598K Buy
1,985
+230
+13% +$66.4K 0.37% 75
2023
Q4 		$462K Buy
1,755
+16
+0.9% +$3.62K 0.32% 85
2023
Q3 		$353K Buy
1,739
+188
+12% +$40.6K 0.26% 95
2023
Q2 		$328K Buy
1,551
+1,221
+370% +$249K 0.25% 104
2023
Q1 		$65.9K Buy
+330
New +$55.7K 0.05% 213

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

Pointe Capital Management's CRM Position: Q2 2026 in Review

Pointe Capital Management reduced its Salesforce (CRM) stake by 0.76% in Q2 2026, selling an estimated $4.22K and leaving 3,125 shares worth $490K. The position accounts for 0.22% of the portfolio, ranked #90.

Pointe Capital Management first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $973K in Q4 2024. 2,481 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pointe Capital Management held 3,125 shares of Salesforce worth $490K as of Q2 2026.
  • Pointe Capital Management sold 24 Salesforce shares in Q2 2026, an estimated $4.22K.
  • Salesforce made up 0.22% of Pointe Capital Management's portfolio in Q2 2026, its #90 holding.
  • Pointe Capital Management first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Pointe Capital Management's Salesforce position peaked at $973K in Q4 2024.
  • 2,481 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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