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Stone House Investment Management’s Salesforce CRM Stock Holding History

Stone House Investment 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 		$32.9K Sell
210
-10
-5% -$1.76K ﹤0.01% 266
2026
Q1 		$41.1K Sell
220
-45
-17% -$9.32K 0.01% 198
2025
Q4 		$70.1K Sell
265
-8
-3% -$1.99K 0.01% 139
2025
Q3 		$64.6K Sell
273
-12
-4% -$3.03K 0.01% 137
2025
Q2 		$77.7K Sell
285
-152
-35% -$40.6K 0.01% 122
2025
Q1 		$117K Buy
+437
New +$136K 0.02% 88
2024
Q4 		– Sell
-385
Closed -$105K – 119
2024
Q3 		$105K Hold
385
– – 0.02% 76
2024
Q2 		$99K Sell
385
-35
-8% -$9.36K 0.03% 81
2024
Q1 		$126K Buy
420
+402
+2,233% +$116K 0.03% 66
2023
Q4 		$4.74K Buy
+18
New +$4.07K ﹤0.01% 217
2023
Q3 		– Sell
-40
Closed -$8.45K – 343
2023
Q2 		$8.45K Hold
40
– – ﹤0.01% 174
2023
Q1 		$7.99K Buy
+40
New +$6.76K ﹤0.01% 176
2019
Q2 		– Sell
-50
Closed -$8K – 61
2019
Q1 		$8K Buy
+50
New +$7.75K ﹤0.01% 159

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 $3.38T AUM 44.17% 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

Stone House Investment Management's CRM Position: Q2 2026 in Review

Stone House Investment Management reduced its Salesforce (CRM) stake by 4.5% in Q2 2026, selling an estimated $1.76K and leaving 210 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Stone House Investment Management first reported a position in CRM in Q1 2019 and has held it in 13 quarters since. The position peaked at $126K in Q1 2024. 2,497 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Stone House Investment Management held 210 shares of Salesforce worth $32.9K as of Q2 2026.
  • Stone House Investment Management sold 10 Salesforce shares in Q2 2026, an estimated $1.76K.
  • Salesforce made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #266 holding.
  • Stone House Investment Management first reported a position in Salesforce in Q1 2019 and has held it in 13 quarters since.
  • Stone House Investment Management's Salesforce position peaked at $126K in Q1 2024.
  • 2,497 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.