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S-Bank Fund Management’s Salesforce CRM Stock Holding History

S-Bank Fund 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 		$6.16M Sell
39,299
-13,830
-26% -$2.43M 0.84% 32
2026
Q1 		$9.92M Buy
53,129
+10,216
+24% +$2.12M 1.48% 18
2025
Q4 		$11.4M Buy
42,913
+22,642
+112% +$5.63M 1.47% 16
2025
Q3 		$4.8M Sell
20,271
-105
-0.5% -$26.5K 0.64% 44
2025
Q2 		$5.56M Sell
20,376
-1,589
-7% -$425K 0.82% 37
2025
Q1 		$5.89M Buy
+21,965
New +$6.83M 1.11% 29

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

S-Bank Fund Management's CRM Position: Q2 2026 in Review

S-Bank Fund Management reduced its Salesforce (CRM) stake by 26% in Q2 2026, selling an estimated $2.43M and leaving 39,299 shares worth $6.16M. The position accounts for 0.84% of the portfolio, ranked #32.

S-Bank Fund Management first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.4M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • S-Bank Fund Management held 39,299 shares of Salesforce worth $6.16M as of Q2 2026.
  • S-Bank Fund Management sold 13,830 Salesforce shares in Q2 2026, an estimated $2.43M.
  • Salesforce made up 0.84% of S-Bank Fund Management's portfolio in Q2 2026, its #32 holding.
  • S-Bank Fund Management first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • S-Bank Fund Management's Salesforce position peaked at $11.4M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.