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Smartleaf Asset Management’s Salesforce CRM Stock Holding History

Smartleaf 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 		$2.56M Hold
16,232
– – 0.08% 213
2026
Q1 		$3M Sell
16,232
-565
-3% -$117K 0.11% 168
2025
Q4 		$4.47M Buy
16,797
+7,252
+76% +$1.8M 0.17% 106
2025
Q3 		$2.34M Buy
9,545
+1,877
+24% +$473K 0.14% 150
2025
Q2 		$2.1M Sell
7,668
-1,430
-16% -$382K 0.18% 111
2025
Q1 		$2.46M Buy
9,098
+352
+4% +$109K 0.24% 89
2024
Q4 		$2.94M Buy
8,746
+1,753
+25% +$559K 0.3% 65
2024
Q3 		$1.93M Buy
6,993
+1,743
+33% +$446K 0.23% 95
2024
Q2 		$1.33M Buy
5,250
+876
+20% +$234K 0.22% 105
2024
Q1 		$1.32M Buy
4,374
+1,319
+43% +$381K 0.26% 92
2023
Q4 		$806K Buy
+3,055
New +$691K 0.22% 103

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

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

Smartleaf Asset Management held its Salesforce (CRM) position steady in Q2 2026 at 16,232 shares worth $2.56M. The position accounts for 0.08% of the portfolio, ranked #213.

Smartleaf Asset Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.47M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Smartleaf Asset Management held 16,232 shares of Salesforce worth $2.56M as of Q2 2026.
  • Smartleaf Asset Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.08% of Smartleaf Asset Management's portfolio in Q2 2026, its #213 holding.
  • Smartleaf Asset Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Salesforce position peaked at $4.47M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.