Systematic Alpha Investments’s Salesforce CRM Stock Holding History

Systematic Alpha Investments’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	$2.45M	Hold	15,624	–	–	0.07%	83
2026 Q1	$2.92M	Hold	15,624	–	–	0.1%	72
2025 Q4	$4.14M	Hold	15,624	–	–	0.13%	62
2025 Q3	$3.7M	Hold	15,624	–	–	0.12%	66
2025 Q2	$4.26M	Hold	15,624	–	–	0.15%	63
2025 Q1	$4.19M	Hold	15,624	–	–	0.16%	61
2024 Q4	$5.22M	Hold	15,624	–	–	0.19%	60
2024 Q3	$4.28M	Hold	15,624	–	–	0.16%	62
2024 Q2	$4.02M	Hold	15,624	–	–	0.15%	64
2024 Q1	$4.71M	Hold	15,624	–	–	0.19%	62
2023 Q4	$4.11M	Hold	15,624	–	–	0.18%	63
2023 Q3	$3.17M	Hold	15,624	–	–	0.16%	63
2023 Q2	$3.3M	Hold	15,624	–	–	0.16%	63
2023 Q1	$3.12M	Hold	15,624	–	–	0.16%	63
2022 Q4	$2.07M	Hold	15,624	–	–	0.11%	76
2022 Q3	$2.25M	Hold	15,624	–	–	0.14%	67
2022 Q2	$2.58M	Hold	15,624	–	–	0.15%	68
2022 Q1	$3.32M	Hold	15,624	–	–	0.16%	66
2021 Q4	$3.97M	Hold	15,624	–	–	0.18%	68
2021 Q3	$4.68M	Hold	15,624	–	–	0.21%	65
2021 Q2	$3.8M	Buy	15,624 +3,724	+31%	+$858K	0.17%	64
2021 Q1	$2.52M	Hold	11,900	–	–	0.16%	67
2020 Q4	$2.65M	Buy	+11,900	New	+$2.89M	0.29%	61

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Systematic Alpha Investments's CRM Position: Q2 2026 in Review

Systematic Alpha Investments held its Salesforce (CRM) position steady in Q2 2026 at 15,624 shares worth $2.45M. The position accounts for 0.07% of the portfolio, ranked #83.

Systematic Alpha Investments first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.22M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Systematic Alpha Investments held 15,624 shares of Salesforce worth $2.45M as of Q2 2026.
Systematic Alpha Investments left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.07% of Systematic Alpha Investments's portfolio in Q2 2026, its #83 holding.
Systematic Alpha Investments first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
Systematic Alpha Investments's Salesforce position peaked at $5.22M in Q4 2024.
2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.