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Steve Schonfeld’s Salesforce CRM Stock Holding History

Steve Schonfeld’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 		$12M Buy
+76,500
New +$13.5M 0.04% 362
2025
Q3 		– Sell
-1,000
Closed -$273K – 2261
2025
Q2 		$273K Sell
1,000
-14,000
-93% -$3.74M ﹤0.01% 1715
2025
Q1 		$4.03M Buy
+15,000
New +$4.67M 0.02% 611
2024
Q4 		– Sell
-75,100
Closed -$20.6M – 2071
2024
Q3 		$20.6M Buy
75,100
+50,100
+200% +$12.8M 0.14% 136
2024
Q2 		$6.43M Buy
25,000
+5,000
+25% +$1.34M 0.04% 489
2024
Q1 		$6.02M Buy
+20,000
New +$5.77M 0.04% 578

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

Steve Schonfeld's CRM Position: Q2 2026 in Review

Steve Schonfeld increased its Salesforce (CRM) stake by 63% in Q2 2026, buying an estimated $4.26M and bringing the position to 62,543 shares worth $9.8M. The position accounts for 0.04% of the portfolio, ranked #426.

Steve Schonfeld first reported a position in CRM in Q2 2016 and has held it in 37 quarters since. The position peaked at $59.3M in Q1 2024. 2,469 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Steve Schonfeld held 62,543 shares of Salesforce worth $9.8M as of Q2 2026.
  • Steve Schonfeld bought 24,214 Salesforce shares in Q2 2026, an estimated $4.26M.
  • Salesforce made up 0.04% of Steve Schonfeld's portfolio in Q2 2026, its #426 holding.
  • Steve Schonfeld first reported a position in Salesforce in Q2 2016 and has held it in 37 quarters since.
  • Steve Schonfeld's Salesforce position peaked at $59.3M in Q1 2024.
  • 2,469 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.