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TBH Global Asset Management’s Salesforce CRM Stock Holding History

TBH Global Asset 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 		$442K Buy
2,824
+262
+10% +$46.1K 0.08% 196
2026
Q1 		$478K Sell
2,562
-1,417
-36% -$294K 0.1% 174
2025
Q4 		$1.05M Buy
3,979
+1,108
+39% +$275K 0.18% 100
2025
Q3 		$680K Sell
2,871
-450
-14% -$113K 0.13% 136
2025
Q2 		$906K Buy
3,321
+8
+0.2% +$2.14K 0.19% 85
2025
Q1 		$889K Buy
3,313
+51
+2% +$15.9K 0.17% 82
2024
Q4 		$1.09M Hold
3,262
– – 0.26% 90
2024
Q3 		$893K Sell
3,262
-8,318
-72% -$2.13M 0.19% 103
2024
Q2 		$2.98M Buy
11,580
+9,424
+437% +$2.52M 0.66% 34
2024
Q1 		$649K Buy
2,156
+441
+26% +$127K 0.13% 122
2023
Q4 		$451K Buy
1,715
+411
+32% +$93K 0.09% 158
2023
Q3 		$264K Buy
1,304
+72
+6% +$15.6K 0.05% 219
2023
Q2 		$260K Sell
1,232
-105
-8% -$21.4K 0.05% 207
2023
Q1 		$267K Buy
+1,337
New +$226K 0.06% 194

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

TBH Global Asset Management's CRM Position: Q2 2026 in Review

TBH Global Asset Management increased its Salesforce (CRM) stake by 10% in Q2 2026, buying an estimated $46.1K and bringing the position to 2,824 shares worth $442K. The position accounts for 0.08% of the portfolio, ranked #196.

TBH Global Asset Management first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.98M in Q2 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • TBH Global Asset Management held 2,824 shares of Salesforce worth $442K as of Q2 2026.
  • TBH Global Asset Management bought 262 Salesforce shares in Q2 2026, an estimated $46.1K.
  • Salesforce made up 0.08% of TBH Global Asset Management's portfolio in Q2 2026, its #196 holding.
  • TBH Global Asset Management first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • TBH Global Asset Management's Salesforce position peaked at $2.98M in Q2 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.