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Sienna Gestion’s Salesforce CRM Stock Holding History

Sienna Gestion’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 		$357K Sell
2,235
-44,561
-95% -$7.84M 0.02% 167
2026
Q1 		$8.72M Hold
46,796
– – 0.57% 74
2025
Q4 		$12.4M Sell
46,796
-1,932
-4% -$480K 0.74% 39
2025
Q3 		$10.5M Hold
48,728
– – 0.74% 36
2025
Q2 		$12.1M Buy
48,728
+4,653
+11% +$1.24M 0.83% 26
2025
Q1 		$11.5M Sell
44,075
-5,282
-11% -$1.64M 0.93% 25
2024
Q4 		$16.5M Hold
49,357
– – 1.11% 15
2024
Q3 		$13.5M Buy
49,357
+8,914
+22% +$2.28M 0.9% 31
2024
Q2 		$10.4M Sell
40,443
-50
-0.1% -$13.4K 0.92% 31
2024
Q1 		$12.2M Buy
+40,493
New +$11.7M 1.05% 16

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

Sienna Gestion's CRM Position: Q2 2026 in Review

Sienna Gestion reduced its Salesforce (CRM) stake by 95% in Q2 2026, selling an estimated $7.84M and leaving 2,235 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #167.

Sienna Gestion first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.5M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sienna Gestion held 2,235 shares of Salesforce worth $357K as of Q2 2026.
  • Sienna Gestion sold 44,561 Salesforce shares in Q2 2026, an estimated $7.84M.
  • Salesforce made up 0.02% of Sienna Gestion's portfolio in Q2 2026, its #167 holding.
  • Sienna Gestion first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • Sienna Gestion's Salesforce position peaked at $16.5M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.