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Sierra Capital’s Salesforce CRM Stock Holding History

Sierra Capital’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 		$626K Sell
3,998
-213
-5% -$37.5K 0.06% 160
2026
Q1 		$786K Buy
4,211
+565
+15% +$117K 0.09% 140
2025
Q4 		$966K Hold
3,646
– – 0.1% 117
2025
Q3 		$864K Hold
3,646
– – 0.09% 138
2025
Q2 		$994K Buy
3,646
+7
+0.2% +$1.87K 0.11% 124
2025
Q1 		$977K Buy
3,639
+1,249
+52% +$388K 0.12% 118
2024
Q4 		$799K Hold
2,390
– – 0.09% 134
2024
Q3 		$654K Hold
2,390
– – 0.08% 147
2024
Q2 		$614K Hold
2,390
– – 0.08% 140
2024
Q1 		$720K Buy
+2,390
New +$690K 0.09% 132
2023
Q1 		– Sell
-34
Closed -$5K – 269
2022
Q4 		$5K Sell
34
-1,361
-98% -$199K ﹤0.01% 406
2022
Q3 		$201K Sell
1,395
-12
-0.9% -$2.04K 0.04% 172
2022
Q2 		$232K Sell
1,407
-65
-4% -$11.5K 0.04% 178
2022
Q1 		$313K Sell
1,472
-164
-10% -$35.3K 0.05% 167
2021
Q4 		$416K Buy
1,636
+136
+9% +$38.2K 0.06% 157
2021
Q3 		$407K Hold
1,500
– – 0.07% 144
2021
Q2 		$366K Hold
1,500
– – 0.07% 138
2021
Q1 		$318K Buy
+1,500
New +$334K 0.06% 145

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

Sierra Capital's CRM Position: Q2 2026 in Review

Sierra Capital reduced its Salesforce (CRM) stake by 5.1% in Q2 2026, selling an estimated $37.5K and leaving 3,998 shares worth $626K. The position accounts for 0.06% of the portfolio, ranked #160.

Sierra Capital first reported a position in CRM in Q1 2021 and has held it in 18 quarters since. The position peaked at $994K in Q2 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sierra Capital held 3,998 shares of Salesforce worth $626K as of Q2 2026.
  • Sierra Capital sold 213 Salesforce shares in Q2 2026, an estimated $37.5K.
  • Salesforce made up 0.06% of Sierra Capital's portfolio in Q2 2026, its #160 holding.
  • Sierra Capital first reported a position in Salesforce in Q1 2021 and has held it in 18 quarters since.
  • Sierra Capital's Salesforce position peaked at $994K in Q2 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.