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SWP Investment Management’s Salesforce CRM Stock Holding History

SWP Investment Management’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 		– Sell
-9,410
Closed -$1.76M – 44
2026
Q1 		$1.76M Buy
+9,410
New +$1.95M 1.31% 42
2025
Q4 		– Sell
-6,459
Closed -$1.53M – 49
2025
Q3 		$1.53M Sell
6,459
-1,366
-17% -$345K 1.5% 36
2025
Q2 		$2.13M Buy
7,825
+69
+0.9% +$18.4K 2.52% 9
2025
Q1 		$2.08M Buy
+7,756
New +$2.41M 2.6% 6

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

SWP Investment Management's CRM Position: Q2 2026 in Review

SWP Investment Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 9,410 shares — an estimated $1.76M sold.

SWP Investment Management first reported a position in CRM in Q1 2025 and held it in 4 quarters. The position peaked at $2.13M in Q2 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SWP Investment Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • SWP Investment Management sold 9,410 Salesforce shares in Q2 2026, an estimated $1.76M.
  • SWP Investment Management first reported a position in Salesforce in Q1 2025 and held it in 4 quarters.
  • SWP Investment Management's Salesforce position peaked at $2.13M in Q2 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.