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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 		$5.91M Buy
+37,700
New +$6.63M 0.01% 877
2026
Q1 		– Sell
-18,700
Closed -$4.95M – 2400
2025
Q4 		$4.95M Buy
18,700
+11,700
+167% +$2.91M 0.01% 653
2025
Q3 		$1.66M Buy
7,000
+6,998
+349,900% +$1.76M ﹤0.01% 988
2025
Q2 		$700 Sell
2
-6
-75% -$1.6K ﹤0.01% 1879
2025
Q1 		$352 Buy
+8
New +$2.49K ﹤0.01% 1816

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.