T
CRM icon

Tidemark’s Salesforce CRM Stock Holding History

Tidemark’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 		$35.4K Sell
226
-1
-0.4% -$176 0.01% 348
2026
Q1 		$42.4K Buy
227
+27
+14% +$5.59K 0.01% 288
2025
Q4 		$53K Sell
200
-10
-5% -$2.48K 0.02% 234
2025
Q3 		$49.8K Buy
210
+6
+3% +$1.51K 0.01% 245
2025
Q2 		$55.6K Buy
204
+22
+12% +$5.88K 0.02% 228
2025
Q1 		$48.8K Sell
182
-18
-9% -$5.6K 0.02% 246
2024
Q4 		$66.9K Buy
200
+18
+10% +$5.75K 0.03% 205
2024
Q3 		$49.8K Hold
182
– – 0.02% 235
2024
Q2 		$46.8K Sell
182
-21
-10% -$5.62K 0.02% 225
2024
Q1 		$61.1K Sell
203
-56
-22% -$16.2K 0.03% 213
2023
Q4 		$68.2K Buy
+259
New +$58.6K 0.04% 192

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

Tidemark's CRM Position: Q2 2026 in Review

Tidemark reduced its Salesforce (CRM) stake by 0.44% in Q2 2026, selling an estimated $176 and leaving 226 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #348.

Tidemark first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $68.2K in Q4 2023. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Tidemark held 226 shares of Salesforce worth $35.4K as of Q2 2026.
  • Tidemark sold 1 Salesforce share in Q2 2026, an estimated $176.
  • Salesforce made up 0.01% of Tidemark's portfolio in Q2 2026, its #348 holding.
  • Tidemark first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's Salesforce position peaked at $68.2K in Q4 2023.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.