Sagewood Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Other funds holding CRM
Sagewood Asset Management's CRM Position: Q2 2026 in Review
Sagewood Asset Management increased its Salesforce (CRM) stake by 251% in Q2 2026, buying an estimated $516K and bringing the position to 4,100 shares worth $642K. The position accounts for 0.15% of the portfolio, ranked #130.
Sagewood Asset Management first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Sagewood Asset Management held 4,100 shares of Salesforce worth $642K as of Q2 2026.
- Sagewood Asset Management bought 2,933 Salesforce shares in Q2 2026, an estimated $516K.
- Salesforce made up 0.15% of Sagewood Asset Management's portfolio in Q2 2026, its #130 holding.
- Sagewood Asset Management first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.