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Principal Street Partners’s Salesforce CRM Stock Holding History

Principal Street 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 		$613K Buy
3,916
+89
+2% +$15.7K 0.09% 132
2026
Q1 		$714K Buy
3,827
+741
+24% +$154K 0.12% 108
2025
Q4 		$818K Sell
3,086
-420
-12% -$104K 0.14% 88
2025
Q3 		$831K Sell
3,506
-1,323
-27% -$334K 0.13% 92
2025
Q2 		$1.32M Buy
4,829
+1,479
+44% +$395K 0.13% 100
2025
Q1 		$899K Buy
3,350
+27
+0.8% +$8.4K 0.17% 78
2024
Q4 		$1.11M Buy
3,323
+26
+0.8% +$8.3K 0.22% 68
2024
Q3 		$891K Buy
3,297
+34
+1% +$8.71K 0.15% 86
2024
Q2 		$839K Buy
3,263
+90
+3% +$24.1K 0.15% 77
2024
Q1 		$938K Buy
3,173
+126
+4% +$36.4K 0.18% 74
2023
Q4 		$802K Sell
3,047
-221
-7% -$50K 0.19% 78
2023
Q3 		$663K Sell
3,268
-157
-5% -$33.9K 0.13% 114
2023
Q2 		$724K Buy
3,425
+57
+2% +$11.6K 0.17% 85
2023
Q1 		$673K Buy
+3,368
New +$569K 0.17% 86
2022
Q3 		– Sell
-1,407
Closed -$232K – 205
2022
Q2 		$232K Buy
+1,407
New +$249K 0.06% 189
2022
Q1 		– Sell
-1,434
Closed -$364K – 217
2021
Q4 		$364K Buy
1,434
+61
+4% +$17.1K 0.09% 162
2021
Q3 		$372K Sell
1,373
-1,427
-51% -$362K 0.1% 140
2021
Q2 		$684K Sell
2,800
-2,025
-42% -$467K 0.18% 97
2021
Q1 		$1.02M Buy
4,825
+639
+15% +$142K 0.13% 115
2020
Q4 		$931K Buy
4,186
+779
+23% +$189K 0.29% 77
2020
Q3 		$856K Buy
3,407
+189
+6% +$41.4K 0.3% 75
2020
Q2 		$603K Sell
3,218
-881
-21% -$148K 0.23% 79
2020
Q1 		$590K Buy
+4,099
New +$703K 0.25% 73

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

Principal Street Partners's CRM Position: Q2 2026 in Review

Principal Street Partners increased its Salesforce (CRM) stake by 2.3% in Q2 2026, buying an estimated $15.7K and bringing the position to 3,916 shares worth $613K. The position accounts for 0.09% of the portfolio, ranked #132.

Principal Street Partners first reported a position in CRM in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Principal Street Partners held 3,916 shares of Salesforce worth $613K as of Q2 2026.
  • Principal Street Partners bought 89 Salesforce shares in Q2 2026, an estimated $15.7K.
  • Salesforce made up 0.09% of Principal Street Partners's portfolio in Q2 2026, its #132 holding.
  • Principal Street Partners first reported a position in Salesforce in Q1 2020 and has held it in 23 quarters since.
  • Principal Street Partners's Salesforce position peaked at $1.32M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.