Steinberg Asset Management’s Salesforce CRM Stock Holding History

Steinberg 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	$1.31M	Buy	8,349 +1	+0%	+$176	0.82%	27
2026 Q1	$1.56M	Hold	8,348	–	–	1.01%	17
2025 Q4	$2.21M	Hold	8,348	–	–	1.65%	13
2025 Q3	$1.98M	Hold	8,348	–	–	1.42%	17
2025 Q2	$2.28M	Buy	8,348 +505	+6%	+$135K	1.7%	13
2025 Q1	$2.1M	Buy	7,843 +1,523	+24%	+$474K	1.71%	12
2024 Q4	$2.11M	Sell	6,320 -139	-2%	-$44.4K	1.56%	11
2024 Q3	$1.77M	Sell	6,459 -107	-2%	-$27.4K	1.35%	14
2024 Q2	$1.69M	Sell	6,566 -411	-6%	-$110K	1.32%	12
2024 Q1	$2.1M	Sell	6,977 -47	-0.7%	-$13.6K	1.78%	11
2023 Q4	$1.85M	Sell	7,024 -472	-6%	-$107K	1.63%	14
2023 Q3	$1.52M	Hold	7,496	–	–	1.35%	18
2023 Q2	$1.58M	Sell	7,496 -99	-1%	-$20.2K	1.52%	18
2023 Q1	$1.52M	Sell	7,595 -68	-0.9%	-$11.5K	1.54%	15
2022 Q4	$1.02M	Buy	7,663 +151	+2%	+$22K	1.1%	21
2022 Q3	$1.08M	Buy	+7,512	New	+$1.27M	1.15%	21

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

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

Steinberg Asset Management increased its Salesforce (CRM) stake by 0.01% in Q2 2026, buying an estimated $176 and bringing the position to 8,349 shares worth $1.31M. The position accounts for 0.82% of the portfolio, ranked #27.

Steinberg Asset Management first reported a position in CRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.28M in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Steinberg Asset Management held 8,349 shares of Salesforce worth $1.31M as of Q2 2026.
Steinberg Asset Management bought 1 Salesforce share in Q2 2026, an estimated $176.
Salesforce made up 0.82% of Steinberg Asset Management's portfolio in Q2 2026, its #27 holding.
Steinberg Asset Management first reported a position in Salesforce in Q3 2022 and has held it in 16 quarters since.
Steinberg Asset Management's Salesforce position peaked at $2.28M in Q2 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Steinberg Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.