RCM
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RNC Capital Management’s Salesforce CRM Stock Holding History

RNC Capital 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 		$5.78M Buy
36,896
+19,725
+115% +$3.47M 0.24% 54
2026
Q1 		$3.21M Buy
17,171
+6,097
+55% +$1.26M 0.14% 66
2025
Q4 		$2.93M Sell
11,074
-8,017
-42% -$1.99M 0.13% 67
2025
Q3 		$4.52M Sell
19,091
-142
-0.7% -$35.8K 0.21% 63
2025
Q2 		$5.24M Buy
19,233
+3,584
+23% +$958K 0.25% 54
2025
Q1 		$4.2M Buy
15,649
+14,976
+2,225% +$4.66M 0.21% 58
2024
Q4 		$225K Buy
+673
New +$215K 0.01% 157
2023
Q2 		– Sell
-1,429
Closed -$285K – 187
2023
Q1 		$285K Sell
1,429
-120
-8% -$20.3K 0.02% 161
2022
Q4 		$205K Sell
1,549
-484
-24% -$70.6K 0.01% 175
2022
Q3 		$292K Sell
2,033
-23,449
-92% -$3.98M 0.02% 142
2022
Q2 		$4.21M Sell
25,482
-213
-0.8% -$37.6K 0.24% 68
2022
Q1 		$5.46M Buy
25,695
+1,453
+6% +$313K 0.28% 60
2021
Q4 		$6.16M Buy
24,242
+761
+3% +$214K 0.31% 58
2021
Q3 		$6.37M Buy
23,481
+1,178
+5% +$299K 0.34% 51
2021
Q2 		$5.45M Buy
22,303
+2,558
+13% +$590K 0.29% 59
2021
Q1 		$4.18M Buy
+19,745
New +$4.4M 0.24% 65

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

RNC Capital Management's CRM Position: Q2 2026 in Review

RNC Capital Management increased its Salesforce (CRM) stake by 115% in Q2 2026, buying an estimated $3.47M and bringing the position to 36,896 shares worth $5.78M. The position accounts for 0.24% of the portfolio, ranked #54.

RNC Capital Management first reported a position in CRM in Q1 2021 and has held it in 16 quarters since. The position peaked at $6.37M in Q3 2021. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • RNC Capital Management held 36,896 shares of Salesforce worth $5.78M as of Q2 2026.
  • RNC Capital Management bought 19,725 Salesforce shares in Q2 2026, an estimated $3.47M.
  • Salesforce made up 0.24% of RNC Capital Management's portfolio in Q2 2026, its #54 holding.
  • RNC Capital Management first reported a position in Salesforce in Q1 2021 and has held it in 16 quarters since.
  • RNC Capital Management's Salesforce position peaked at $6.37M in Q3 2021.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on RNC Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.