Vann Equity Management’s Salesforce CRM Stock Holding History

Vann Equity 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	-1,080	Closed	-$202K	–	171
2026 Q1	$202K	Buy	+1,080	New	+$224K	0.14%	155

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

Vann Equity Management's CRM Position: Q2 2026 in Review

Vann Equity Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,080 shares — an estimated $202K sold.

Vann Equity Management first reported a position in CRM in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 2,440 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Vann Equity Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Vann Equity Management sold 1,080 Salesforce shares in Q2 2026, an estimated $202K.
Vann Equity Management first reported a position in Salesforce in Q1 2026 and held it in 1 quarter.
Vann Equity Management's Salesforce position peaked at $202K in Q1 2026.
2,440 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.