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Silvercrest Asset Management’s Salesforce CRM Stock Holding History

Silvercrest Asset Management’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 		$11.9M Sell
75,746
-213
-0.3% -$37.5K 0.08% 311
2026
Q1 		$14.2M Sell
75,959
-46,331
-38% -$9.6M 0.1% 259
2025
Q4 		$32.4M Buy
122,290
+53,895
+79% +$13.4M 0.22% 124
2025
Q3 		$16.2M Sell
68,395
-510,224
-88% -$129M 0.11% 240
2025
Q2 		$31.5M Buy
578,619
+510,050
+744% +$136M 0.21% 133
2025
Q1 		$18.4M Buy
68,569
+56,544
+470% +$17.6M 0.13% 198
2024
Q4 		$4.02M Buy
12,025
+10,269
+585% +$3.28M 0.03% 452
2024
Q3 		$481K Buy
1,756
+238
+16% +$61K ﹤0.01% 656
2024
Q2 		$390K Hold
1,518
– – ﹤0.01% 764
2024
Q1 		$457K Sell
1,518
-337
-18% -$97.2K ﹤0.01% 720
2023
Q4 		$488K Buy
1,855
+768
+71% +$174K ﹤0.01% 669
2023
Q3 		$220K Sell
1,087
-290
-21% -$62.7K ﹤0.01% 786
2023
Q2 		$291K Buy
1,377
+87
+7% +$17.8K ﹤0.01% 752
2023
Q1 		$258K Buy
+1,290
New +$218K ﹤0.01% 736
2022
Q4 		– Sell
-1,441
Closed -$207K – 801
2022
Q3 		$207K Sell
1,441
-350
-20% -$59.3K ﹤0.01% 755
2022
Q2 		$296K Sell
1,791
-65
-4% -$11.5K ﹤0.01% 717
2022
Q1 		$394K Sell
1,856
-767
-29% -$165K ﹤0.01% 719
2021
Q4 		$667K Sell
2,623
-234
-8% -$65.8K ﹤0.01% 632
2021
Q3 		$775K Buy
2,857
+908
+47% +$231K 0.01% 614
2021
Q2 		$476K Buy
1,949
+37
+2% +$8.53K ﹤0.01% 681
2021
Q1 		$405K Buy
1,912
+139
+8% +$30.9K ﹤0.01% 701
2020
Q4 		$395K Buy
1,773
+270
+18% +$65.7K ﹤0.01% 667
2020
Q3 		$378K Buy
1,503
+2
+0.1% +$438 ﹤0.01% 637
2020
Q2 		$281K Buy
+1,501
New +$253K ﹤0.01% 662

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

Silvercrest Asset Management's CRM Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Salesforce (CRM) stake by 0.28% in Q2 2026, selling an estimated $37.5K and leaving 75,746 shares worth $11.9M. The position accounts for 0.08% of the portfolio, ranked #311.

Silvercrest Asset Management first reported a position in CRM in Q2 2020 and has held it in 24 quarters since. The position peaked at $32.4M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Silvercrest Asset Management held 75,746 shares of Salesforce worth $11.9M as of Q2 2026.
  • Silvercrest Asset Management sold 213 Salesforce shares in Q2 2026, an estimated $37.5K.
  • Salesforce made up 0.08% of Silvercrest Asset Management's portfolio in Q2 2026, its #311 holding.
  • Silvercrest Asset Management first reported a position in Salesforce in Q2 2020 and has held it in 24 quarters since.
  • Silvercrest Asset Management's Salesforce position peaked at $32.4M in Q4 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.