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Tucker Asset Management’s Salesforce CRM Stock Holding History

Tucker Asset Management’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 		– Sell
-2,633
Closed -$492K – 437
2026
Q1 		$492K Buy
2,633
+2,269
+623% +$470K 0.15% 58
2025
Q4 		$96.4K Sell
364
-936
-72% -$233K 0.03% 198
2025
Q3 		$308K Buy
+1,300
New +$328K 0.09% 69
2025
Q1 		– Sell
-206
Closed -$68.9K – 428
2024
Q4 		$68.9K Sell
206
-12
-6% -$3.83K 0.01% 304
2024
Q3 		$59.7K Sell
218
-19
-8% -$4.87K 0.01% 311
2024
Q2 		$60.9K Sell
237
-4
-2% -$1.07K 0.01% 363
2024
Q1 		$72.6K Buy
241
+59
+32% +$17K 0.02% 351
2023
Q4 		$47.9K Sell
182
-34
-16% -$7.7K 0.01% 349
2023
Q3 		$43.8K Sell
216
-10
-4% -$2.16K 0.01% 361
2023
Q2 		$47.7K Hold
226
– – 0.01% 271
2023
Q1 		$45.1K Buy
226
+107
+90% +$18.1K 0.01% 266
2022
Q4 		$15.8K Hold
119
– – 0.01% 283
2022
Q3 		$19.3K Buy
119
+22
+23% +$3.73K 0.01% 242
2022
Q2 		$16K Sell
97
-12
-11% -$2.12K 0.01% 191
2022
Q1 		$23.1K Buy
109
+61
+127% +$13.1K 0.01% 139
2021
Q4 		$12.3K Sell
48
-36
-43% -$10.1K ﹤0.01% 191
2021
Q3 		$25.2K Sell
84
-11
-12% -$2.79K 0.01% 129
2021
Q2 		$23.2K Buy
95
+93
+4,650% +$21.4K 0.01% 115
2021
Q1 		$424 Hold
2
– – ﹤0.01% 331
2020
Q4 		$445 Buy
+2
New +$486 ﹤0.01% 361

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

Tucker Asset Management's CRM Position: Q2 2026 in Review

Tucker Asset Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,633 shares — an estimated $492K sold.

Tucker Asset Management first reported a position in CRM in Q4 2020 and held it in 20 quarters. The position peaked at $492K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Tucker Asset Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Tucker Asset Management sold 2,633 Salesforce shares in Q2 2026, an estimated $492K.
  • Tucker Asset Management first reported a position in Salesforce in Q4 2020 and held it in 20 quarters.
  • Tucker Asset Management's Salesforce position peaked at $492K in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.