V-Square Quantitative Management
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V-Square Quantitative Management’s Salesforce CRM Stock Holding History

V-Square Quantitative 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
Q3 		$5.2M Sell
22,663
-737
-3% -$152K 0.48% 23
2026
Q2 		$3.67M Sell
23,400
-854
-4% -$150K 0.35% 38
2026
Q1 		$4.53M Buy
24,254
+650
+3% +$135K 0.48% 23
2025
Q4 		$6.25M Sell
23,604
-1,576
-6% -$392K 0.65% 16
2025
Q3 		$5.97M Buy
25,180
+754
+3% +$190K 1.01% 18
2025
Q2 		$6.66M Buy
24,426
+254
+1% +$67.9K 0.89% 12
2025
Q1 		$6.49M Buy
24,172
+1,140
+5% +$355K 0.95% 12
2024
Q4 		$7.7M Buy
23,032
+1,164
+5% +$371K 1.09% 11
2024
Q3 		$5.99M Buy
21,868
+2,354
+12% +$603K 0.88% 13
2024
Q2 		$5.02M Sell
19,514
-891
-4% -$238K 0.81% 15
2024
Q1 		$6.15M Buy
20,405
+3,919
+24% +$1.13M 0.86% 14
2023
Q4 		$4.34M Buy
16,486
+8,913
+118% +$2.02M 0.77% 14
2023
Q3 		$1.54M Buy
7,573
+1,295
+21% +$280K 0.68% 19
2023
Q2 		$1.33M Buy
6,278
+81
+1% +$16.5K 0.97% 18
2023
Q1 		$1.24M Buy
+6,197
New +$1.05M 1.14% 23

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

V-Square Quantitative Management's CRM Position: Q3 2026 in Review

V-Square Quantitative Management reduced its Salesforce (CRM) stake by 3.1% in Q3 2026, selling an estimated $152K and leaving 22,663 shares worth $5.2M. The position accounts for 0.48% of the portfolio, ranked #23.

V-Square Quantitative Management first reported a position in CRM in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.7M in Q4 2024. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • V-Square Quantitative Management held 22,663 shares of Salesforce worth $5.2M as of Q3 2026.
  • V-Square Quantitative Management sold 737 Salesforce shares in Q3 2026, an estimated $152K.
  • Salesforce made up 0.48% of V-Square Quantitative Management's portfolio in Q3 2026, its #23 holding.
  • V-Square Quantitative Management first reported a position in Salesforce in Q1 2023 and has held it in 15 quarters since.
  • V-Square Quantitative Management's Salesforce position peaked at $7.7M in Q4 2024.
  • 1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.