River Road Asset Management’s Salesforce CRM Stock Holding History

River Road 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	$6.74M	Sell	43,008 -3,224	-7%	-$567K	0.08%	155
2026 Q1	$8.63M	Sell	46,232 -3,446	-7%	-$714K	0.1%	139
2025 Q4	$13.2M	Sell	49,678 -1,749	-3%	-$435K	0.14%	122
2025 Q3	$12.2M	Sell	51,427 -6,672	-11%	-$1.68M	0.14%	124
2025 Q2	$15M	Buy	58,099 +26,030	+81%	+$6.96M	0.19%	116
2025 Q1	$8.61M	Buy	32,069 +1,586	+5%	+$493K	0.12%	132
2024 Q4	$10.2M	Buy	30,483 +1,355	+5%	+$432K	0.14%	120
2024 Q3	$7.97M	Buy	29,128 +13,882	+91%	+$3.56M	0.1%	138
2024 Q2	$3.92M	Buy	+15,246	New	+$4.08M	0.06%	168

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

River Road Asset Management's CRM Position: Q2 2026 in Review

River Road Asset Management reduced its Salesforce (CRM) stake by 7% in Q2 2026, selling an estimated $567K and leaving 43,008 shares worth $6.74M. The position accounts for 0.08% of the portfolio, ranked #155.

River Road Asset Management first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $15M in Q2 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

River Road Asset Management held 43,008 shares of Salesforce worth $6.74M as of Q2 2026.
River Road Asset Management sold 3,224 Salesforce shares in Q2 2026, an estimated $567K.
Salesforce made up 0.08% of River Road Asset Management's portfolio in Q2 2026, its #155 holding.
River Road Asset Management first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
River Road Asset Management's Salesforce position peaked at $15M in Q2 2025.
2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.