VC
CRM icon

Vestor Capital’s Salesforce CRM Stock Holding History

Vestor Capital’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 		$123K Buy
1,250
+726
+139% +$128K 0.01% 186
2026
Q1 		$98K Sell
524
-76
-13% -$15.7K 0.01% 195
2025
Q4 		$202K Sell
600
-1,698
-74% -$422K 0.01% 143
2025
Q3 		$545K Buy
2,298
+217
+10% +$54.7K 0.04% 107
2025
Q2 		$90K Buy
2,081
+1,310
+170% +$350K 0.01% 201
2025
Q1 		$207K Sell
771
-41,617
-98% -$12.9M 0.02% 138
2024
Q4 		$14.2M Buy
42,388
+491
+1% +$157K 1.08% 22
2024
Q3 		$11.5M Buy
41,897
+41,170
+5,663% +$10.5M 0.9% 28
2024
Q2 		$187K Sell
727
-37,714
-98% -$10.1M 0.02% 132
2024
Q1 		$11.6M Buy
38,441
+9,748
+34% +$2.81M 0.98% 29
2023
Q4 		$7.55M Buy
28,693
+562
+2% +$127K 0.72% 41
2023
Q3 		$5.7M Buy
28,131
+27,084
+2,587% +$5.85M 0.62% 45
2023
Q2 		$221K Buy
1,047
+444
+74% +$90.6K 0.02% 116
2023
Q1 		$120K Sell
603
-25
-4% -$4.22K 0.01% 160
2022
Q4 		$83K Buy
628
+78
+14% +$11.4K 0.01% 176
2022
Q3 		$79K Hold
550
– – 0.01% 160
2022
Q2 		$91K Sell
550
-4
-0.7% -$707 0.01% 147
2022
Q1 		$118K Buy
554
+29
+6% +$6.24K 0.01% 141
2021
Q4 		$133K Hold
525
– – 0.01% 140
2021
Q3 		$142K Buy
525
+25
+5% +$6.35K 0.01% 134
2021
Q2 		$122K Hold
500
– – 0.01% 134
2021
Q1 		$106K Hold
500
– – 0.01% 139
2020
Q4 		$111K Hold
500
– – 0.01% 128
2020
Q3 		$126K Buy
+500
New +$109K 0.02% 98
2019
Q4 		– Sell
-275
Closed -$41K – 162
2019
Q3 		$41K Hold
275
– – 0.01% 135
2019
Q2 		$42K Sell
275
-750
-73% -$118K 0.01% 126
2019
Q1 		$162K Buy
+1,025
New +$159K 0.03% 82

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

Vestor Capital's CRM Position: Q2 2026 in Review

Vestor Capital increased its Salesforce (CRM) stake by 139% in Q2 2026, buying an estimated $128K and bringing the position to 1,250 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #186.

Vestor Capital first reported a position in CRM in Q1 2019 and has held it in 27 quarters since. The position peaked at $14.2M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Vestor Capital held 1,250 shares of Salesforce worth $123K as of Q2 2026.
  • Vestor Capital bought 726 Salesforce shares in Q2 2026, an estimated $128K.
  • Salesforce made up 0.01% of Vestor Capital's portfolio in Q2 2026, its #186 holding.
  • Vestor Capital first reported a position in Salesforce in Q1 2019 and has held it in 27 quarters since.
  • Vestor Capital's Salesforce position peaked at $14.2M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vestor Capital's 13F filing for Q2 2026, filed 28 Jul 2026.