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	–	Sell	-149,900	Closed	-$28M	–	165
2026 Q1	$28M	Buy	+149,900	New	+$31.1M	0.14%	90

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.