SCM
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SCS Capital Management’s Salesforce CRM Stock Holding History

SCS 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 		$1.15M Sell
7,349
-1,118
-13% -$197K 0.01% 272
2026
Q1 		$1.58M Sell
8,467
-2,225
-21% -$461K 0.02% 223
2025
Q4 		$2.84M Buy
10,692
+136
+1% +$33.8K 0.03% 187
2025
Q3 		$2.51M Sell
10,556
-676
-6% -$170K 0.03% 192
2025
Q2 		$3.07M Buy
11,232
+4
+0% +$1.07K 0.03% 187
2025
Q1 		$3.01M Buy
+11,228
New +$3.49M 0.04% 161

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

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

SCS Capital Management reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $197K and leaving 7,349 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #272.

SCS Capital Management first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.07M in Q2 2025. 2,484 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SCS Capital Management held 7,349 shares of Salesforce worth $1.15M as of Q2 2026.
  • SCS Capital Management sold 1,118 Salesforce shares in Q2 2026, an estimated $197K.
  • Salesforce made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #272 holding.
  • SCS Capital Management first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • SCS Capital Management's Salesforce position peaked at $3.07M in Q2 2025.
  • 2,484 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.