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SP Asset Management’s Salesforce CRM Stock Holding History

SP 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 		$3.29M Sell
20,993
-2,279
-10% -$401K 0.26% 50
2026
Q1 		$4.34M Sell
23,272
-553
-2% -$115K 0.38% 44
2025
Q4 		$6.31M Sell
23,825
-154
-0.6% -$38.3K 0.5% 37
2025
Q3 		$5.68M Sell
23,979
-896
-4% -$226K 0.45% 39
2025
Q2 		$6.78M Buy
24,875
+43
+0.2% +$11.5K 0.56% 35
2025
Q1 		$6.66M Sell
24,832
-33
-0.1% -$10.3K 0.59% 38
2024
Q4 		$8.31M Sell
24,865
-732
-3% -$234K 0.7% 31
2024
Q3 		$7.01M Buy
25,597
+40
+0.2% +$10.2K 0.58% 37
2024
Q2 		$6.57M Buy
25,557
+90
+0.4% +$24.1K 0.6% 37
2024
Q1 		$7.67M Buy
25,467
+59
+0.2% +$17K 0.71% 33
2023
Q4 		$6.69M Buy
25,408
+250
+1% +$56.6K 0.69% 34
2023
Q3 		$5.1M Hold
25,158
– – 0.57% 44
2023
Q2 		$5.31M Sell
25,158
-286
-1% -$58.4K 0.59% 42
2023
Q1 		$5.08M Hold
25,444
– – 0.62% 41
2022
Q4 		$3.37M Sell
25,444
-4,600
-15% -$671K 0.45% 50
2022
Q3 		$4.32M Hold
30,044
– – 0.59% 43
2022
Q2 		$4.96M Sell
30,044
-44
-0.1% -$7.77K 0.63% 42
2022
Q1 		$6.39M Buy
30,088
+25
+0.1% +$5.38K 0.69% 37
2021
Q4 		$6.98M Buy
30,063
+1,567
+5% +$440K 0.7% 36
2021
Q3 		$8.41M Hold
28,496
– – 0.88% 32
2021
Q2 		$6.94M Buy
28,496
+212
+0.7% +$48.9K 0.76% 31
2021
Q1 		$6.14M Buy
28,284
+166
+0.6% +$37K 0.76% 33
2020
Q4 		$6.72M Buy
28,118
+225
+0.8% +$54.7K 0.93% 28
2020
Q3 		$7.26M Sell
27,893
-7,770
-22% -$1.7M 1.11% 20
2020
Q2 		$6.68M Buy
+35,663
New +$6.01M 1.4% 18

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

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

SP Asset Management reduced its Salesforce (CRM) stake by 9.8% in Q2 2026, selling an estimated $401K and leaving 20,993 shares worth $3.29M. The position accounts for 0.26% of the portfolio, ranked #50.

SP Asset Management first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.41M in Q3 2021. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SP Asset Management held 20,993 shares of Salesforce worth $3.29M as of Q2 2026.
  • SP Asset Management sold 2,279 Salesforce shares in Q2 2026, an estimated $401K.
  • Salesforce made up 0.26% of SP Asset Management's portfolio in Q2 2026, its #50 holding.
  • SP Asset Management first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • SP Asset Management's Salesforce position peaked at $8.41M in Q3 2021.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.