Tower Bridge Advisors’s Salesforce CRM Stock Holding History

Tower Bridge Advisors’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	$779K	Buy	+4,972	New	+$874K	0.07%	144
2022 Q1	–	Sell	-872	Closed	-$222K	–	261
2021 Q4	$222K	Sell	872 -61	-7%	-$17.1K	0.01%	246
2021 Q3	$253K	Hold	933	–	–	0.02%	230
2021 Q2	$228K	Buy	+933	New	+$215K	0.02%	229
2020 Q4	–	Sell	-973	Closed	-$245K	–	230
2020 Q3	$245K	Buy	+973	New	+$213K	0.03%	173

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

Tower Bridge Advisors's CRM Position: Q2 2026 in Review

Tower Bridge Advisors opened a new position in Salesforce (CRM) in Q2 2026: 4,972 shares worth $779K. The stake represents 0.07% of the portfolio and ranks #144 among its holdings. This is a return to the name: Tower Bridge Advisors previously reported a position in CRM as recently as Q4 2021.

Tower Bridge Advisors first reported a position in CRM in Q3 2020 and has held it in 5 quarters since. 2,481 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Tower Bridge Advisors held 4,972 shares of Salesforce worth $779K as of Q2 2026.
Salesforce was a new Tower Bridge Advisors position in Q2 2026.
Salesforce made up 0.07% of Tower Bridge Advisors's portfolio in Q2 2026, its #144 holding.
Tower Bridge Advisors first reported a position in Salesforce in Q3 2020 and has held it in 5 quarters since.
2,481 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.