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Summa Corp’s Salesforce CRM Stock Holding History

Summa Corp’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 		$347K Sell
2,218
-353
-14% -$62.1K 0.11% 65
2026
Q1 		$480K Sell
2,571
-138
-5% -$28.6K 0.2% 56
2025
Q4 		$718K Buy
2,709
+929
+52% +$231K 0.31% 33
2025
Q3 		$422K Hold
1,780
– – 0.19% 54
2025
Q2 		$485K Buy
+1,780
New +$476K 0.25% 42
2024
Q3 		– Sell
-1,075
Closed -$276K – 66
2024
Q2 		$276K Hold
1,075
– – 0.13% 54
2024
Q1 		$324K Buy
1,075
+1
+0.1% +$289 0.18% 51
2023
Q4 		$283K Buy
+1,074
New +$243K 0.2% 53

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

Summa Corp's CRM Position: Q2 2026 in Review

Summa Corp reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $62.1K and leaving 2,218 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #65.

Summa Corp first reported a position in CRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $718K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Summa Corp held 2,218 shares of Salesforce worth $347K as of Q2 2026.
  • Summa Corp sold 353 Salesforce shares in Q2 2026, an estimated $62.1K.
  • Salesforce made up 0.11% of Summa Corp's portfolio in Q2 2026, its #65 holding.
  • Summa Corp first reported a position in Salesforce in Q4 2023 and has held it in 8 quarters since.
  • Summa Corp's Salesforce position peaked at $718K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.