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Stablepoint Partners’s Salesforce CRM Stock Holding History

Stablepoint Partners’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 		$1.02M Sell
6,529
-87
-1% -$15.3K 0.14% 159
2026
Q1 		$1.24M Buy
6,616
+1,023
+18% +$212K 0.18% 146
2025
Q4 		$1.48M Sell
5,593
-2
-0% -$497 0.23% 119
2025
Q3 		$1.33M Sell
5,595
-538
-9% -$136K 0.21% 135
2025
Q2 		$1.67M Buy
6,133
+145
+2% +$38.8K 0.28% 102
2025
Q1 		$1.61M Sell
5,988
-191
-3% -$59.4K 0.29% 101
2024
Q4 		$2.07M Sell
6,179
-10
-0.2% -$3.19K 0.38% 87
2024
Q3 		$1.69M Buy
6,189
+92
+2% +$23.6K 0.31% 95
2024
Q2 		$1.58M Sell
6,097
-743
-11% -$199K 0.31% 98
2024
Q1 		$2.06M Buy
6,840
+793
+13% +$229K 0.42% 74
2023
Q4 		$1.59M Buy
+6,047
New +$1.37M 0.41% 74

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

Stablepoint Partners's CRM Position: Q2 2026 in Review

Stablepoint Partners reduced its Salesforce (CRM) stake by 1.3% in Q2 2026, selling an estimated $15.3K and leaving 6,529 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #159.

Stablepoint Partners first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.07M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Stablepoint Partners held 6,529 shares of Salesforce worth $1.02M as of Q2 2026.
  • Stablepoint Partners sold 87 Salesforce shares in Q2 2026, an estimated $15.3K.
  • Salesforce made up 0.14% of Stablepoint Partners's portfolio in Q2 2026, its #159 holding.
  • Stablepoint Partners first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Stablepoint Partners's Salesforce position peaked at $2.07M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.