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SummitTX Capital’s Salesforce CRM Stock Holding History

SummitTX Capital’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 		$1.92M Buy
+12,270
New +$2.16M 0.05% 341
2026
Q1 		– Sell
-25,158
Closed -$6.66M – 812
2025
Q4 		$6.66M Sell
25,158
-2,057
-8% -$511K 0.2% 121
2025
Q3 		$6.45M Buy
27,215
+25,115
+1,196% +$6.33M 0.27% 88
2025
Q2 		$573K Buy
2,100
+206
+11% +$55.1K 0.02% 486
2025
Q1 		$508K Buy
+1,894
New +$589K 0.02% 550

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

SummitTX Capital's CRM Position: Q2 2026 in Review

SummitTX Capital opened a new position in Salesforce (CRM) in Q2 2026: 12,270 shares worth $1.92M. The stake represents 0.05% of the portfolio and ranks #341 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in CRM as recently as Q4 2025.

SummitTX Capital first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.66M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SummitTX Capital held 12,270 shares of Salesforce worth $1.92M as of Q2 2026.
  • Salesforce was a new SummitTX Capital position in Q2 2026.
  • Salesforce made up 0.05% of SummitTX Capital's portfolio in Q2 2026, its #341 holding.
  • SummitTX Capital first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Salesforce position peaked at $6.66M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.