Select Equity Group’s Salesforce CRM Stock Holding History

Select Equity Group’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	$130M	Buy	828,563 +326,773	+65%	+$57.5M	0.64%	48
2026 Q1	$93.7M	Buy	501,790 +130,965	+35%	+$27.1M	0.48%	50
2025 Q4	$98.2M	Buy	370,825 +42,274	+13%	+$10.5M	0.42%	54
2025 Q3	$77.9M	Sell	328,551 -76,542	-19%	-$19.3M	0.32%	66
2025 Q2	$110M	Buy	405,093 +27,407	+7%	+$7.33M	0.46%	50
2025 Q1	$101M	Sell	377,686 -102,017	-21%	-$31.7M	0.44%	54
2024 Q4	$160M	Sell	479,703 -304,592	-39%	-$97.2M	0.64%	46
2024 Q3	$215M	Buy	784,295 +227,772	+41%	+$58.3M	0.77%	43
2024 Q2	$143M	Buy	556,523 +41,240	+8%	+$11M	0.56%	43
2024 Q1	$155M	Buy	515,283 +1,360	+0.3%	+$392K	0.55%	45
2023 Q4	$135M	Sell	513,923 -150,493	-23%	-$34.1M	0.48%	52
2023 Q3	$135M	Buy	664,416 +91,492	+16%	+$19.8M	0.55%	44
2023 Q2	$121M	Sell	572,924 -44,774	-7%	-$9.14M	0.45%	56
2023 Q1	$123M	Buy	617,698 +252,369	+69%	+$42.6M	0.44%	57
2022 Q4	$48.4M	Sell	365,329 -836,121	-70%	-$122M	0.18%	81
2022 Q3	$173M	Buy	1,201,450 +525,635	+78%	+$89.1M	0.6%	43
2022 Q2	$112M	Sell	675,815 -193,717	-22%	-$34.2M	0.36%	61
2022 Q1	$185M	Buy	+869,532	New	+$187M	0.6%	47
2020 Q4	–	Sell	-1,718	Closed	-$432K	–	141
2020 Q3	$432K	Sell	1,718 -1,472	-46%	-$322K	﹤0.01%	130
2020 Q2	$598K	Buy	3,190 +445	+16%	+$75K	﹤0.01%	124
2020 Q1	$395K	Buy	2,745 +181	+7%	+$31K	﹤0.01%	113
2019 Q4	$417K	Buy	+2,564	New	+$402K	﹤0.01%	104

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Select Equity Group's CRM Position: Q2 2026 in Review

Select Equity Group increased its Salesforce (CRM) stake by 65% in Q2 2026, buying an estimated $57.5M and bringing the position to 828,563 shares worth $130M. The position accounts for 0.64% of the portfolio, ranked #48.

Select Equity Group first reported a position in CRM in Q4 2019 and has held it in 22 quarters since. The position peaked at $215M in Q3 2024. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Select Equity Group held 828,563 shares of Salesforce worth $130M as of Q2 2026.
Select Equity Group bought 326,773 Salesforce shares in Q2 2026, an estimated $57.5M.
Salesforce made up 0.64% of Select Equity Group's portfolio in Q2 2026, its #48 holding.
Select Equity Group first reported a position in Salesforce in Q4 2019 and has held it in 22 quarters since.
Select Equity Group's Salesforce position peaked at $215M in Q3 2024.
2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.