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Vaughan David Investments’s Salesforce CRM Stock Holding History

Vaughan David Investments’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 		$30.5M Buy
194,913
+23,676
+14% +$4.16M 0.61% 80
2026
Q1 		$32M Buy
171,237
+14,048
+9% +$2.91M 0.68% 78
2025
Q4 		$41.6M Buy
157,189
+8,705
+6% +$2.16M 0.91% 54
2025
Q3 		$35.2M Buy
148,484
+17,572
+13% +$4.43M 0.76% 70
2025
Q2 		$35.7M Buy
+130,912
New +$35M 0.8% 67
2024
Q2 		– Sell
-1,076
Closed -$324K – 214
2024
Q1 		$324K Buy
+1,076
New +$310K 0.01% 181

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

Vaughan David Investments's CRM Position: Q2 2026 in Review

Vaughan David Investments increased its Salesforce (CRM) stake by 14% in Q2 2026, buying an estimated $4.16M and bringing the position to 194,913 shares worth $30.5M. The position accounts for 0.61% of the portfolio, ranked #80.

Vaughan David Investments first reported a position in CRM in Q1 2024 and has held it in 6 quarters since. The position peaked at $41.6M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Vaughan David Investments held 194,913 shares of Salesforce worth $30.5M as of Q2 2026.
  • Vaughan David Investments bought 23,676 Salesforce shares in Q2 2026, an estimated $4.16M.
  • Salesforce made up 0.61% of Vaughan David Investments's portfolio in Q2 2026, its #80 holding.
  • Vaughan David Investments first reported a position in Salesforce in Q1 2024 and has held it in 6 quarters since.
  • Vaughan David Investments's Salesforce position peaked at $41.6M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.