Altar Rock LLC’s Salesforce CRM Stock Holding History

Altar Rock LLC’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	-1,567	Closed	-$293K	–	92
2026 Q1	$293K	Buy	1,567 +758	+94%	+$157K	0.34%	54
2025 Q4	$215K	Buy	+809	New	+$201K	0.26%	113

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 $3.38T AUM 44.17% 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

Altar Rock LLC's CRM Position: Q2 2026 in Review

Altar Rock LLC sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,567 shares — an estimated $293K sold.

Altar Rock LLC first reported a position in CRM in Q4 2025 and held it in 2 quarters. The position peaked at $293K in Q1 2026. 2,491 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Altar Rock LLC reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Altar Rock LLC sold 1,567 Salesforce shares in Q2 2026, an estimated $293K.
Altar Rock LLC first reported a position in Salesforce in Q4 2025 and held it in 2 quarters.
Altar Rock LLC's Salesforce position peaked at $293K in Q1 2026.
2,491 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Altar Rock LLC's 13F filing for Q2 2026, filed 21 Sep 2026.