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CRM icon

TOBAM’s Salesforce CRM Stock Holding History

TOBAM’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 		$72K Buy
+462
New +$81.2K 0.02% 223
2025
Q1 		– Sell
-1,249
Closed -$418K – 267
2024
Q4 		$418K Sell
1,249
-376
-23% -$120K 0.13% 112
2024
Q3 		$445K Sell
1,625
-144
-8% -$36.9K 0.08% 126
2024
Q2 		$455K Hold
1,769
– – 0.07% 117
2024
Q1 		$533K Buy
1,769
+120
+7% +$34.6K 0.05% 138
2023
Q4 		$434K Sell
1,649
-492
-23% -$111K 0.04% 142
2023
Q3 		$434K Buy
2,141
+202
+10% +$43.6K 0.03% 146
2023
Q2 		$410K Buy
1,939
+493
+34% +$101K 0.03% 159
2023
Q1 		$289K Buy
1,446
+740
+105% +$125K 0.02% 171
2022
Q4 		$94K Hold
706
– – 0.01% 309
2022
Q3 		$102K Sell
706
-647
-48% -$110K 0.01% 277
2022
Q2 		$223K Buy
1,353
+1,134
+518% +$200K 0.01% 229
2022
Q1 		$46K Sell
219
-358
-62% -$77K ﹤0.01% 393
2021
Q4 		$147K Sell
577
-205
-26% -$57.6K 0.01% 214
2021
Q3 		$212K Buy
782
+154
+25% +$39.1K 0.01% 191
2021
Q2 		$153K Sell
628
-160
-20% -$36.9K 0.01% 213
2021
Q1 		$167K Buy
788
+214
+37% +$47.6K 0.01% 205
2020
Q4 		$128K Buy
574
+107
+23% +$26K 0.01% 222
2020
Q3 		$117K Buy
+467
New +$102K 0.01% 205

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

TOBAM's CRM Position: Q2 2026 in Review

TOBAM opened a new position in Salesforce (CRM) in Q2 2026: 462 shares worth $72K. The stake represents 0.02% of the portfolio and ranks #223 among its holdings. This is a return to the name: TOBAM previously reported a position in CRM as recently as Q4 2024.

TOBAM first reported a position in CRM in Q3 2020 and has held it in 19 quarters since. The position peaked at $533K in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • TOBAM held 462 shares of Salesforce worth $72K as of Q2 2026.
  • Salesforce was a new TOBAM position in Q2 2026.
  • Salesforce made up 0.02% of TOBAM's portfolio in Q2 2026, its #223 holding.
  • TOBAM first reported a position in Salesforce in Q3 2020 and has held it in 19 quarters since.
  • TOBAM's Salesforce position peaked at $533K in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.