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CRM icon

Sunpointe’s Salesforce CRM Stock Holding History

Sunpointe’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 		$244K Sell
1,556
-685
-31% -$120K 0.07% 241
2026
Q1 		$418K Sell
2,241
-39
-2% -$8.08K 0.14% 152
2025
Q4 		$605K Buy
2,280
+265
+13% +$65.9K 0.2% 110
2025
Q3 		$478K Sell
2,015
-222
-10% -$56K 0.17% 127
2025
Q2 		$611K Buy
2,237
+724
+48% +$194K 0.24% 95
2025
Q1 		$406K Sell
1,513
-225
-13% -$70K 0.22% 91
2024
Q4 		$582K Buy
1,738
+43
+3% +$13.7K 0.29% 75
2024
Q3 		$465K Sell
1,695
-84
-5% -$21.5K 0.38% 69
2024
Q2 		$457K Buy
1,779
+40
+2% +$10.7K 0.3% 71
2024
Q1 		$524K Sell
1,739
-2
-0.1% -$577 0.58% 50
2023
Q4 		$458K Buy
+1,741
New +$394K 0.58% 50

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

Sunpointe's CRM Position: Q2 2026 in Review

Sunpointe reduced its Salesforce (CRM) stake by 31% in Q2 2026, selling an estimated $120K and leaving 1,556 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #241.

Sunpointe first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $611K in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sunpointe held 1,556 shares of Salesforce worth $244K as of Q2 2026.
  • Sunpointe sold 685 Salesforce shares in Q2 2026, an estimated $120K.
  • Salesforce made up 0.07% of Sunpointe's portfolio in Q2 2026, its #241 holding.
  • Sunpointe first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's Salesforce position peaked at $611K in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.