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Stonebrook Private’s Salesforce CRM Stock Holding History

Stonebrook Private’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 		$216K Sell
1,381
-172
-11% -$30.2K 0.04% 242
2026
Q1 		$290K Sell
1,553
-527
-25% -$109K 0.06% 166
2025
Q4 		$551K Sell
2,080
-2,752
-57% -$684K 0.12% 118
2025
Q3 		$1.15M Sell
4,832
-373
-7% -$94.1K 0.25% 83
2025
Q2 		$1.42M Sell
5,205
-137
-3% -$36.6K 0.33% 71
2025
Q1 		$1.43M Buy
5,342
+133
+3% +$41.4K 0.37% 69
2024
Q4 		$1.74M Sell
5,209
-436
-8% -$139K 0.46% 62
2024
Q3 		$1.54M Buy
5,645
+152
+3% +$38.9K 0.41% 65
2024
Q2 		$1.41M Buy
5,493
+1,017
+23% +$272K 0.41% 62
2024
Q1 		$1.35M Buy
4,476
+367
+9% +$106K 0.39% 64
2023
Q4 		$1.08M Buy
+4,109
New +$930K 0.36% 60

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

Stonebrook Private's CRM Position: Q2 2026 in Review

Stonebrook Private reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $30.2K and leaving 1,381 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #242.

Stonebrook Private first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Stonebrook Private held 1,381 shares of Salesforce worth $216K as of Q2 2026.
  • Stonebrook Private sold 172 Salesforce shares in Q2 2026, an estimated $30.2K.
  • Salesforce made up 0.04% of Stonebrook Private's portfolio in Q2 2026, its #242 holding.
  • Stonebrook Private first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Stonebrook Private's Salesforce position peaked at $1.74M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.