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SFE Investment Counsel’s Salesforce CRM Stock Holding History

SFE Investment Counsel’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 		$2.09M Sell
13,353
-1,240
-8% -$218K 0.28% 80
2026
Q1 		$2.72M Sell
14,593
-2,801
-16% -$580K 0.43% 72
2025
Q4 		$4.61M Buy
17,394
+7,871
+83% +$1.96M 0.71% 55
2025
Q3 		$2.26M Buy
+9,523
New +$2.4M 0.36% 68

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

SFE Investment Counsel's CRM Position: Q2 2026 in Review

SFE Investment Counsel reduced its Salesforce (CRM) stake by 8.5% in Q2 2026, selling an estimated $218K and leaving 13,353 shares worth $2.09M. The position accounts for 0.28% of the portfolio, ranked #80.

SFE Investment Counsel first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.61M in Q4 2025. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SFE Investment Counsel held 13,353 shares of Salesforce worth $2.09M as of Q2 2026.
  • SFE Investment Counsel sold 1,240 Salesforce shares in Q2 2026, an estimated $218K.
  • Salesforce made up 0.28% of SFE Investment Counsel's portfolio in Q2 2026, its #80 holding.
  • SFE Investment Counsel first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • SFE Investment Counsel's Salesforce position peaked at $4.61M in Q4 2025.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.