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Stance Capital’s Salesforce CRM Stock Holding History

Stance 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 		$1.59M Buy
+10,172
New +$1.79M 0.49% 115
2026
Q1 		– Sell
-5,324
Closed -$1.41M – 289
2025
Q4 		$1.41M Sell
5,324
-211
-4% -$52.4K 0.52% 65
2025
Q3 		$1.31M Buy
5,535
+548
+11% +$138K 0.48% 103
2025
Q2 		$1.36M Buy
+4,987
New +$1.33M 0.51% 86
2025
Q1 		– Sell
-695
Closed -$232K – 103
2024
Q4 		$232K Buy
+695
New +$222K 0.14% 46

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

Stance Capital's CRM Position: Q2 2026 in Review

Stance Capital opened a new position in Salesforce (CRM) in Q2 2026: 10,172 shares worth $1.59M. The stake represents 0.49% of the portfolio and ranks #115 among its holdings. This is a return to the name: Stance Capital previously reported a position in CRM as recently as Q4 2025.

Stance Capital first reported a position in CRM in Q4 2024 and has held it in 5 quarters since. 2,481 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Stance Capital held 10,172 shares of Salesforce worth $1.59M as of Q2 2026.
  • Salesforce was a new Stance Capital position in Q2 2026.
  • Salesforce made up 0.49% of Stance Capital's portfolio in Q2 2026, its #115 holding.
  • Stance Capital first reported a position in Salesforce in Q4 2024 and has held it in 5 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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