Ramirez Asset Management’s Salesforce CRM Stock Holding History

Ramirez Asset 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	$780K	Sell	4,977 -3	-0.1%	-$528	0.08%	143
2026 Q1	$930K	Buy	4,980 +6	+0.1%	+$1.24K	0.11%	136
2025 Q4	$1.32M	Sell	4,974 -975	-16%	-$242K	0.17%	134
2025 Q3	$1.41M	Buy	5,949 +225	+4%	+$56.7K	0.2%	125
2025 Q2	$1.56M	Sell	5,724 -100	-2%	-$26.7K	0.24%	111
2025 Q1	$1.56M	Sell	5,824 -162	-3%	-$50.4K	0.33%	87
2024 Q4	$2M	Hold	5,986	–	–	0.4%	73
2024 Q3	$1.64M	Hold	5,986	–	–	0.31%	88
2024 Q2	$1.54M	Buy	5,986 +92	+2%	+$24.6K	0.31%	94
2024 Q1	$1.78M	Sell	5,894 -342	-5%	-$98.7K	0.36%	93
2023 Q4	$1.64M	Hold	6,236	–	–	0.33%	95
2023 Q3	$1.26M	Buy	+6,236	New	+$1.35M	0.27%	108

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

Ramirez Asset Management's CRM Position: Q2 2026 in Review

Ramirez Asset Management reduced its Salesforce (CRM) stake by 0.06% in Q2 2026, selling an estimated $528 and leaving 4,977 shares worth $780K. The position accounts for 0.08% of the portfolio, ranked #143.

Ramirez Asset Management first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Ramirez Asset Management held 4,977 shares of Salesforce worth $780K as of Q2 2026.
Ramirez Asset Management sold 3 Salesforce shares in Q2 2026, an estimated $528.
Salesforce made up 0.08% of Ramirez Asset Management's portfolio in Q2 2026, its #143 holding.
Ramirez Asset Management first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
Ramirez Asset Management's Salesforce position peaked at $2M in Q4 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.