Steigerwald Gordon & Koch’s Salesforce CRM Stock Holding History

Steigerwald Gordon & Koch’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	$80.8K	Sell	516 -66	-11%	-$11.6K	0.01%	241
2026 Q1	$109K	Sell	582 -30	-5%	-$6.22K	0.01%	202
2025 Q4	$162K	Sell	612 -5	-0.8%	-$1.24K	0.02%	167
2025 Q3	$146K	Buy	+617	New	+$156K	0.01%	172
2025 Q1	–	Sell	-633	Closed	-$212K	–	122
2024 Q4	$212K	Buy	+633	New	+$202K	0.02%	121
2022 Q2	–	Sell	-1,052	Closed	-$223K	–	111
2022 Q1	$223K	Hold	1,052	–	–	0.03%	107
2021 Q4	$267K	Sell	1,052 -11	-1%	-$3.09K	0.04%	99
2021 Q3	$288K	Buy	1,063 +88	+9%	+$22.3K	0.05%	93
2021 Q2	$238K	Buy	+975	New	+$225K	0.04%	100

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Steigerwald Gordon & Koch's CRM Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $11.6K and leaving 516 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #241.

Steigerwald Gordon & Koch first reported a position in CRM in Q2 2021 and has held it in 9 quarters since. The position peaked at $288K in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Steigerwald Gordon & Koch held 516 shares of Salesforce worth $80.8K as of Q2 2026.
Steigerwald Gordon & Koch sold 66 Salesforce shares in Q2 2026, an estimated $11.6K.
Salesforce made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #241 holding.
Steigerwald Gordon & Koch first reported a position in Salesforce in Q2 2021 and has held it in 9 quarters since.
Steigerwald Gordon & Koch's Salesforce position peaked at $288K in Q3 2021.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.