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Tidal Investments’s Salesforce CRM Stock Holding History

Tidal 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 		$36.1M Buy
230,543
+20,960
+10% +$3.69M 0.06% 317
2026
Q1 		$39.1M Sell
209,583
-109,280
-34% -$22.6M 0.08% 222
2025
Q4 		$84.5M Buy
318,863
+134,383
+73% +$33.4M 0.2% 101
2025
Q3 		$43.7M Buy
184,480
+54,631
+42% +$13.8M 0.09% 186
2025
Q2 		$35.4M Buy
129,849
+7,668
+6% +$2.05M 0.21% 107
2025
Q1 		$32.8M Sell
122,181
-34,317
-22% -$10.7M 0.27% 73
2024
Q4 		$52.3M Sell
156,498
-40,086
-20% -$12.8M 0.41% 37
2024
Q3 		$53.8M Buy
196,584
+53,739
+38% +$13.8M 0.57% 23
2024
Q2 		$36.7M Buy
142,845
+39,959
+39% +$10.7M 0.49% 30
2024
Q1 		$31M Buy
102,886
+10,161
+11% +$2.93M 0.51% 35
2023
Q4 		$24.4M Buy
92,725
+992
+1% +$225K 0.57% 39
2023
Q3 		$18.6M Buy
91,733
+21,483
+31% +$4.64M 0.57% 28
2023
Q2 		$14.8M Buy
70,250
+26,850
+62% +$5.48M 0.44% 38
2023
Q1 		$8.67M Buy
43,400
+10,355
+31% +$1.75M 0.29% 62
2022
Q4 		$4.38M Buy
33,045
+5,595
+20% +$816K 0.17% 131
2022
Q3 		$3.95M Sell
27,450
-55
-0.2% -$9.33K 0.16% 115
2022
Q2 		$4.54M Sell
27,505
-6,887
-20% -$1.22M 0.17% 108
2022
Q1 		$7.3M Buy
34,392
+2,475
+8% +$533K 0.22% 82
2021
Q4 		$8.11M Buy
31,917
+4,035
+14% +$1.13M 0.25% 66
2021
Q3 		$7.56M Buy
27,882
+6,326
+29% +$1.61M 0.28% 52
2021
Q2 		$5.26M Buy
21,556
+5,403
+33% +$1.25M 0.21% 66
2021
Q1 		$3.42M Buy
16,153
+4,672
+41% +$1.04M 0.16% 72
2020
Q4 		$2.56M Buy
11,481
+2,317
+25% +$563K 0.18% 81
2020
Q3 		$2.3M Buy
9,164
+374
+4% +$81.9K 0.31% 64
2020
Q2 		$1.65M Buy
8,790
+3,085
+54% +$520K 0.22% 68
2020
Q1 		$821K Buy
5,705
+1,677
+42% +$288K 0.24% 79
2019
Q4 		$655K Buy
4,028
+189
+5% +$29.6K 0.28% 85
2019
Q3 		$570K Buy
+3,839
New +$583K 0.26% 88

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

Tidal Investments's CRM Position: Q2 2026 in Review

Tidal Investments increased its Salesforce (CRM) stake by 10% in Q2 2026, buying an estimated $3.69M and bringing the position to 230,543 shares worth $36.1M. The position accounts for 0.06% of the portfolio, ranked #317.

Tidal Investments first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $84.5M in Q4 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Tidal Investments held 230,543 shares of Salesforce worth $36.1M as of Q2 2026.
  • Tidal Investments bought 20,960 Salesforce shares in Q2 2026, an estimated $3.69M.
  • Salesforce made up 0.06% of Tidal Investments's portfolio in Q2 2026, its #317 holding.
  • Tidal Investments first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Tidal Investments's Salesforce position peaked at $84.5M in Q4 2025.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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