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Regatta Capital Group’s Salesforce CRM Stock Holding History

Regatta Capital Group’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 		$1.1M Buy
7,049
+197
+3% +$34.6K 0.15% 89
2026
Q1 		$1.28M Sell
6,852
-31
-0.5% -$6.42K 0.19% 81
2025
Q4 		$1.82M Buy
6,883
+142
+2% +$35.3K 0.28% 64
2025
Q3 		$1.6M Hold
6,741
– – 0.25% 68
2025
Q2 		$1.84M Buy
6,741
+95
+1% +$25.4K 0.32% 58
2025
Q1 		$1.78M Buy
6,646
+129
+2% +$40.1K 0.35% 56
2024
Q4 		$2.18M Buy
6,517
+64
+1% +$20.4K 0.42% 39
2024
Q3 		$1.77M Buy
6,453
+204
+3% +$52.3K 0.34% 55
2024
Q2 		$1.61M Buy
6,249
+357
+6% +$95.5K 0.35% 55
2024
Q1 		$1.77M Buy
5,892
+133
+2% +$38.4K 0.4% 51
2023
Q4 		$1.52M Buy
5,759
+132
+2% +$29.9K 0.4% 53
2023
Q3 		$1.14M Sell
5,627
-70
-1% -$15.1K 0.36% 57
2023
Q2 		$1.2M Sell
5,697
-324
-5% -$66.1K 0.38% 55
2023
Q1 		$798K Hold
6,021
– – 0.28% 79
2022
Q4 		$798K Sell
6,021
-2,186
-27% -$319K 0.28% 79
2022
Q3 		$1.35M Buy
8,207
+623
+8% +$106K 0.55% 49
2022
Q2 		$1.25M Buy
7,584
+33
+0.4% +$5.83K 0.6% 47
2022
Q1 		$1.6M Buy
7,551
+22
+0.3% +$4.74K 0.55% 44
2021
Q4 		$1.91M Buy
+7,529
New +$2.12M 0.67% 37

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

Regatta Capital Group's CRM Position: Q2 2026 in Review

Regatta Capital Group increased its Salesforce (CRM) stake by 2.9% in Q2 2026, buying an estimated $34.6K and bringing the position to 7,049 shares worth $1.1M. The position accounts for 0.15% of the portfolio, ranked #89.

Regatta Capital Group first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.18M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Regatta Capital Group held 7,049 shares of Salesforce worth $1.1M as of Q2 2026.
  • Regatta Capital Group bought 197 Salesforce shares in Q2 2026, an estimated $34.6K.
  • Salesforce made up 0.15% of Regatta Capital Group's portfolio in Q2 2026, its #89 holding.
  • Regatta Capital Group first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's Salesforce position peaked at $2.18M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.