Punch & Associates Investment Management’s Salesforce CRM Stock Holding History

Punch & Associates Investment 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	$11.7M	Buy	+74,875	New	+$13.2M	0.58%	62

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

Punch & Associates Investment Management's CRM Position: Q2 2026 in Review

Punch & Associates Investment Management opened a new position in Salesforce (CRM) in Q2 2026: 74,875 shares worth $11.7M. The stake represents 0.58% of the portfolio and ranks #62 among its holdings.

2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Punch & Associates Investment Management held 74,875 shares of Salesforce worth $11.7M as of Q2 2026.
Salesforce was a new Punch & Associates Investment Management position in Q2 2026.
Salesforce made up 0.58% of Punch & Associates Investment Management's portfolio in Q2 2026, its #62 holding.
2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.