Regal Partners’s Salesforce CRM Stock Holding History

Regal 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	–	Sell	-27,995	Closed	-$5.23M	–	128
2026 Q1	$5.23M	Buy	27,995 +681	+2%	+$141K	0.28%	41
2025 Q4	$7.24M	Sell	27,314 -116	-0.4%	-$28.8K	0.42%	27
2025 Q3	$6.5M	Buy	+27,430	New	+$6.92M	0.47%	29

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

Regal Partners's CRM Position: Q2 2026 in Review

Regal Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 27,995 shares — an estimated $5.23M sold.

Regal Partners first reported a position in CRM in Q3 2025 and held it in 3 quarters. The position peaked at $7.24M in Q4 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Regal Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Regal Partners sold 27,995 Salesforce shares in Q2 2026, an estimated $5.23M.
Regal Partners first reported a position in Salesforce in Q3 2025 and held it in 3 quarters.
Regal Partners's Salesforce position peaked at $7.24M in Q4 2025.
2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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