VIS
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Vega Investment Solutions’s Salesforce CRM Stock Holding History

Vega Investment Solutions’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 		$166K Sell
1,061
-727
-41% -$128K 0.02% 96
2026
Q1 		$334K Sell
1,788
-3,010
-63% -$624K 0.08% 67
2025
Q4 		$1.27M Buy
+4,798
New +$1.19M 0.2% 49
2025
Q2 		$4.99M Sell
18,297
-9,996
-35% -$2.67M 1.17% 13
2025
Q1 		$7.6M Buy
28,293
+14,413
+104% +$4.48M 1.47% 12
2024
Q4 		$4.64M Buy
+13,880
New +$4.43M 3.82% 8

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

Vega Investment Solutions's CRM Position: Q2 2026 in Review

Vega Investment Solutions reduced its Salesforce (CRM) stake by 41% in Q2 2026, selling an estimated $128K and leaving 1,061 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #96.

Vega Investment Solutions first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.6M in Q1 2025. 2,484 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Vega Investment Solutions held 1,061 shares of Salesforce worth $166K as of Q2 2026.
  • Vega Investment Solutions sold 727 Salesforce shares in Q2 2026, an estimated $128K.
  • Salesforce made up 0.02% of Vega Investment Solutions's portfolio in Q2 2026, its #96 holding.
  • Vega Investment Solutions first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Vega Investment Solutions's Salesforce position peaked at $7.6M in Q1 2025.
  • 2,484 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vega Investment Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.