VAM
CRM icon

Veritas Asset Management’s Salesforce CRM Stock Holding History

Veritas Asset 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 		$8.11M Sell
51,741
-2,202,145
-98% -$387M 0.15% 18
2026
Q1 		$421M Sell
2,253,886
-711,167
-24% -$147M 7.13% 7
2025
Q4 		$785M Sell
2,965,053
-74,515
-2% -$18.5M 8.04% 4
2025
Q3 		$720M Buy
3,039,568
+975,724
+47% +$246M 7.7% 6
2025
Q2 		$563M Sell
2,063,844
-76,795
-4% -$20.5M 5.63% 8
2025
Q1 		$574M Sell
2,140,639
-292,074
-12% -$90.8M 5.8% 9
2024
Q4 		$813M Sell
2,432,713
-248,244
-9% -$79.2M 7.58% 4
2024
Q3 		$734M Buy
+2,680,957
New +$687M 5.42% 7

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

Veritas Asset Management's CRM Position: Q2 2026 in Review

Veritas Asset Management reduced its Salesforce (CRM) stake by 98% in Q2 2026, selling an estimated $387M and leaving 51,741 shares worth $8.11M. The position accounts for 0.15% of the portfolio, ranked #18.

Veritas Asset Management first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $813M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Veritas Asset Management held 51,741 shares of Salesforce worth $8.11M as of Q2 2026.
  • Veritas Asset Management sold 2,202,145 Salesforce shares in Q2 2026, an estimated $387M.
  • Salesforce made up 0.15% of Veritas Asset Management's portfolio in Q2 2026, its #18 holding.
  • Veritas Asset Management first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
  • Veritas Asset Management's Salesforce position peaked at $813M in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Veritas Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.