Sanders Morris Harris’s Salesforce CRM Stock Holding History

Sanders Morris Harris’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	$321K	Sell	2,047 -7,510	-79%	-$1.32M	0.19%	49
2026 Q1	$1.78M	Buy	+9,557	New	+$1.98M	0.28%	79
2025 Q4	–	Sell	-9,061	Closed	-$4.64M	–	88
2025 Q3	$4.64M	Buy	+9,061	New	+$2.29M	0.61%	26
2025 Q2	–	Sell	-6,061	Closed	-$1.64M	–	191
2025 Q1	$1.64M	Hold	6,061	–	–	0.25%	53
2024 Q4	$2.03M	Hold	6,061	–	–	0.3%	54
2024 Q3	$1.66M	Hold	6,061	–	–	0.28%	53
2024 Q2	$1.56M	Hold	6,061	–	–	0.26%	58
2024 Q1	$1.83M	Buy	6,061 +376	+7%	+$108K	0.34%	47
2023 Q4	$1.48M	Sell	5,685 -376	-6%	-$85.1K	0.73%	35
2023 Q3	$1.23M	Hold	6,061	–	–	0.25%	55
2023 Q2	$1.28M	Buy	+6,061	New	+$1.24M	0.28%	50
2023 Q1	–	Sell	-6,061	Closed	-$804K	–	166
2022 Q4	$804K	Hold	6,061	–	–	0.3%	71
2022 Q3	$895K	Buy	6,061 +300	+5%	+$50.9K	0.22%	70
2022 Q2	$968K	Hold	5,761	–	–	0.21%	72
2022 Q1	$1.22M	Hold	5,761	–	–	0.24%	66
2021 Q4	$1.47M	Hold	5,761	–	–	0.25%	63
2021 Q3	$1.59M	Hold	5,761	–	–	0.29%	59
2021 Q2	$1.44M	Sell	5,761 -20	-0.3%	-$4.61K	0.28%	73
2021 Q1	$1.28M	Sell	5,781 -20,961	-78%	-$4.67M	0.27%	69
2020 Q4	$5.92M	Buy	26,742 +20,600	+335%	+$5.01M	1.35%	13
2020 Q3	$1.64M	Buy	6,142 +4,905	+397%	+$1.07M	0.45%	48
2020 Q2	$237K	Sell	1,237 -775	-39%	-$131K	0.12%	100
2020 Q1	$303K	Buy	2,012 +462	+30%	+$79.2K	0.3%	80
2019 Q4	$257K	Buy	+1,550	New	+$243K	0.06%	240
2016 Q3	–	Sell	-6,335	Closed	-$503K	–	170
2016 Q2	$503K	Buy	+6,335	New	+$497K	0.12%	144

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sanders Morris Harris's CRM Position: Q2 2026 in Review

Sanders Morris Harris reduced its Salesforce (CRM) stake by 79% in Q2 2026, selling an estimated $1.32M and leaving 2,047 shares worth $321K. The position accounts for 0.19% of the portfolio, ranked #49.

Sanders Morris Harris first reported a position in CRM in Q2 2016 and has held it in 25 quarters since. The position peaked at $5.92M in Q4 2020. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Sanders Morris Harris held 2,047 shares of Salesforce worth $321K as of Q2 2026.
Sanders Morris Harris sold 7,510 Salesforce shares in Q2 2026, an estimated $1.32M.
Salesforce made up 0.19% of Sanders Morris Harris's portfolio in Q2 2026, its #49 holding.
Sanders Morris Harris first reported a position in Salesforce in Q2 2016 and has held it in 25 quarters since.
Sanders Morris Harris's Salesforce position peaked at $5.92M in Q4 2020.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.