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Portfolio Design Labs’s Salesforce CRM Stock Holding History

Portfolio Design Labs’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 		$1.66M Buy
10,585
+989
+10% +$174K 0.27% 74
2026
Q1 		$1.79M Buy
9,596
+571
+6% +$118K 0.32% 60
2025
Q4 		$2.39M Buy
9,025
+305
+3% +$75.8K 0.39% 56
2025
Q3 		$2.07M Buy
+8,720
New +$2.2M 0.35% 59
2025
Q2 		– Sell
-2,187
Closed -$587K – 161
2025
Q1 		$587K Sell
2,187
-5,200
-70% -$1.62M 0.12% 119
2024
Q4 		$2.47M Buy
7,387
+1,069
+17% +$341K 0.51% 64
2024
Q3 		$1.73M Sell
6,318
-4,522
-42% -$1.16M 0.48% 71
2024
Q2 		$2.79M Buy
10,840
+1,950
+22% +$522K 0.86% 41
2024
Q1 		$2.68M Buy
+8,890
New +$2.57M 0.9% 42

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

Portfolio Design Labs's CRM Position: Q2 2026 in Review

Portfolio Design Labs increased its Salesforce (CRM) stake by 10% in Q2 2026, buying an estimated $174K and bringing the position to 10,585 shares worth $1.66M. The position accounts for 0.27% of the portfolio, ranked #74.

Portfolio Design Labs first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.79M in Q2 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Portfolio Design Labs held 10,585 shares of Salesforce worth $1.66M as of Q2 2026.
  • Portfolio Design Labs bought 989 Salesforce shares in Q2 2026, an estimated $174K.
  • Salesforce made up 0.27% of Portfolio Design Labs's portfolio in Q2 2026, its #74 holding.
  • Portfolio Design Labs first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
  • Portfolio Design Labs's Salesforce position peaked at $2.79M in Q2 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.