Vanguard Personalized Indexing Management
CRM icon

Vanguard Personalized Indexing Management’s Salesforce CRM Stock Holding History

Vanguard Personalized Indexing 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 		$17.3M Sell
110,653
-13,019
-11% -$2.29M 0.14% 107
2026
Q1 		$23.1M Buy
123,672
+6,892
+6% +$1.43M 0.23% 65
2025
Q4 		$30.9M Buy
116,780
+4,788
+4% +$1.19M 0.3% 50
2025
Q3 		$26.5M Sell
111,992
-8,050
-7% -$2.03M 0.27% 54
2025
Q2 		$32.7M Buy
120,042
+17,204
+17% +$4.6M 0.37% 34
2025
Q1 		$27.6M Buy
102,838
+4,529
+5% +$1.41M 0.41% 32
2024
Q4 		$32.9M Buy
98,309
+8,637
+10% +$2.76M 0.5% 24
2024
Q3 		$24.5M Buy
89,672
+11,958
+15% +$3.06M 0.4% 31
2024
Q2 		$19.5M Sell
77,714
-1,651
-2% -$442K 0.37% 33
2024
Q1 		$23.9M Buy
79,365
+8,332
+12% +$2.4M 0.51% 25
2023
Q4 		$18.7M Buy
71,033
+4,010
+6% +$908K 0.48% 24
2023
Q3 		$13.6M Buy
67,023
+2,742
+4% +$592K 0.41% 34
2023
Q2 		$13.6M Buy
64,281
+4,017
+7% +$820K 0.42% 35
2023
Q1 		$12M Buy
60,264
+22,786
+61% +$3.85M 0.42% 35
2022
Q4 		$4.97M Sell
37,478
-20,026
-35% -$2.92M 0.21% 90
2022
Q3 		$8.27M Buy
57,504
+1,645
+3% +$279K 0.37% 39
2022
Q2 		$9.22M Buy
55,859
+26,342
+89% +$4.65M 0.43% 34
2022
Q1 		$6.27M Buy
29,517
+1,401
+5% +$302K 0.3% 52
2021
Q4 		$7.14M Buy
28,116
+8,399
+43% +$2.36M 0.42% 34
2021
Q3 		$5.35M Buy
19,717
+3,163
+19% +$803K 0.48% 29
2021
Q2 		$4.04M Buy
16,554
+7,065
+74% +$1.63M 0.42% 31
2021
Q1 		$2.01M Buy
9,489
+769
+9% +$171K 0.3% 65
2020
Q4 		$1.94M Buy
8,720
+1,191
+16% +$290K 0.42% 44
2020
Q3 		$1.89M Buy
7,529
+2,663
+55% +$583K 0.53% 39
2020
Q2 		$912K Buy
4,866
+1,960
+67% +$330K 0.41% 51
2020
Q1 		$418K Buy
+2,906
New +$498K 0.24% 111

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

Vanguard Personalized Indexing Management's CRM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $2.29M and leaving 110,653 shares worth $17.3M. The position accounts for 0.14% of the portfolio, ranked #107.

Vanguard Personalized Indexing Management first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $32.9M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 110,653 shares of Salesforce worth $17.3M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 13,019 Salesforce shares in Q2 2026, an estimated $2.29M.
  • Salesforce made up 0.14% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #107 holding.
  • Vanguard Personalized Indexing Management first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • Vanguard Personalized Indexing Management's Salesforce position peaked at $32.9M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.