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Swan Capital’s Salesforce CRM Stock Holding History

Swan 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 		$34K Buy
217
+9
+4% +$1.58K 0.01% 109
2026
Q1 		$38.8K Sell
208
-2
-1% -$414 0.01% 87
2025
Q4 		$55.7K Buy
210
+8
+4% +$1.99K 0.02% 78
2025
Q3 		$47.9K Sell
202
-3
-1% -$757 0.02% 77
2025
Q2 		$55.9K Buy
205
+5
+3% +$1.34K 0.02% 67
2025
Q1 		$53.7K Hold
200
– – 0.02% 61
2024
Q4 		$66.9K Sell
200
-129
-39% -$41.2K 0.03% 58
2024
Q3 		$90.1K Hold
329
– – 0.04% 54
2024
Q2 		$84.6K Buy
+329
New +$88K 0.05% 52

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

Swan Capital's CRM Position: Q2 2026 in Review

Swan Capital increased its Salesforce (CRM) stake by 4.3% in Q2 2026, buying an estimated $1.58K and bringing the position to 217 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #109.

Swan Capital first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $90.1K in Q3 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Swan Capital held 217 shares of Salesforce worth $34K as of Q2 2026.
  • Swan Capital bought 9 Salesforce shares in Q2 2026, an estimated $1.58K.
  • Salesforce made up 0.01% of Swan Capital's portfolio in Q2 2026, its #109 holding.
  • Swan Capital first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's Salesforce position peaked at $90.1K in Q3 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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