Tealwood Asset Management’s Salesforce CRM Stock Holding History

Tealwood 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	$1.1M	Buy	7,036 +2	+0%	+$352	0.42%	109
2026 Q1	$1.31M	Sell	7,034 -2	-0%	-$414	0.6%	91
2025 Q4	$1.86M	Buy	7,036 +819	+13%	+$204K	0.84%	51
2025 Q3	$1.47M	Sell	6,217 -7	-0.1%	-$1.76K	0.6%	86
2025 Q2	$1.7M	Sell	6,224 -195	-3%	-$52.1K	0.76%	61
2025 Q1	$1.72M	Sell	6,419 -186	-3%	-$57.9K	0.8%	53
2024 Q4	$2.21M	Sell	6,605 -71	-1%	-$22.7K	0.91%	42
2024 Q3	$1.83M	Buy	+6,676	New	+$1.71M	0.8%	49
2024 Q2	–	Sell	-5,343	Closed	-$1.61M	–	94
2024 Q1	$1.61M	Buy	+5,343	New	+$1.54M	0.72%	63

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

Tealwood Asset Management's CRM Position: Q2 2026 in Review

Tealwood Asset Management increased its Salesforce (CRM) stake by 0.03% in Q2 2026, buying an estimated $352 and bringing the position to 7,036 shares worth $1.1M. The position accounts for 0.42% of the portfolio, ranked #109.

Tealwood Asset Management first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.21M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Tealwood Asset Management held 7,036 shares of Salesforce worth $1.1M as of Q2 2026.
Tealwood Asset Management bought 2 Salesforce shares in Q2 2026, an estimated $352.
Salesforce made up 0.42% of Tealwood Asset Management's portfolio in Q2 2026, its #109 holding.
Tealwood Asset Management first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
Tealwood Asset Management's Salesforce position peaked at $2.21M in Q4 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tealwood Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.