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Summitry LLC’s Salesforce CRM Stock Holding History

Summitry LLC’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 		$34.9M Sell
222,898
-580
-0.3% -$102K 1.15% 31
2026
Q1 		$41.7M Buy
223,478
+8,815
+4% +$1.83M 1.47% 24
2025
Q4 		$56.9M Buy
214,663
+7,843
+4% +$1.95M 2.37% 16
2025
Q3 		$49M Buy
206,820
+10,980
+6% +$2.77M 2.07% 19
2025
Q2 		$53.4M Buy
195,840
+6,249
+3% +$1.67M 2.42% 18
2025
Q1 		$50.9M Buy
189,591
+1,333
+0.7% +$415K 2.57% 17
2024
Q4 		$62.9M Sell
188,258
-1,160
-0.6% -$370K 3.08% 13
2024
Q3 		$51.8M Buy
189,418
+2,189
+1% +$561K 2.48% 18
2024
Q2 		$48.1M Buy
187,229
+1,759
+0.9% +$471K 2.49% 19
2024
Q1 		$55.9M Sell
185,470
-12,897
-7% -$3.72M 2.93% 16
2023
Q4 		$52.2M Sell
198,367
-4,007
-2% -$907K 3.03% 16
2023
Q3 		$41M Buy
202,374
+534
+0.3% +$115K 2.7% 17
2023
Q2 		$42.6M Sell
201,840
-3,210
-2% -$655K 2.69% 18
2023
Q1 		$41M Buy
205,050
+20,123
+11% +$3.4M 2.75% 16
2022
Q4 		$24.5M Sell
184,927
-9,328
-5% -$1.36M 1.8% 30
2022
Q3 		$27.9M Sell
194,255
-188
-0.1% -$31.9K 2.11% 23
2022
Q2 		$32.1M Sell
194,443
-4,053
-2% -$716K 2.34% 22
2022
Q1 		$42.1M Buy
198,496
+36,616
+23% +$7.88M 2.5% 20
2021
Q4 		$41.1M Buy
161,880
+2,990
+2% +$840K 2.4% 20
2021
Q3 		$43.1M Buy
158,890
+40,152
+34% +$10.2M 2.69% 17
2021
Q2 		$29M Buy
118,738
+2,473
+2% +$570K 1.8% 28
2021
Q1 		$24.6M Buy
+116,265
New +$25.9M 1.58% 30
2020
Q2 		– Sell
-5,612
Closed -$808K – 82
2020
Q1 		$808K Buy
+5,612
New +$962K 0.07% 62

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

Summitry LLC's CRM Position: Q2 2026 in Review

Summitry LLC reduced its Salesforce (CRM) stake by 0.26% in Q2 2026, selling an estimated $102K and leaving 222,898 shares worth $34.9M. The position accounts for 1.15% of the portfolio, ranked #31.

Summitry LLC first reported a position in CRM in Q1 2020 and has held it in 23 quarters since. The position peaked at $62.9M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Summitry LLC held 222,898 shares of Salesforce worth $34.9M as of Q2 2026.
  • Summitry LLC sold 580 Salesforce shares in Q2 2026, an estimated $102K.
  • Salesforce made up 1.15% of Summitry LLC's portfolio in Q2 2026, its #31 holding.
  • Summitry LLC first reported a position in Salesforce in Q1 2020 and has held it in 23 quarters since.
  • Summitry LLC's Salesforce position peaked at $62.9M in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.