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Virtue Capital Management’s Salesforce CRM Stock Holding History

Virtue Capital 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 		$368K Sell
2,347
-69
-3% -$12.1K 0.05% 240
2026
Q1 		$447K Sell
2,416
-795
-25% -$165K 0.07% 202
2025
Q4 		$814K Sell
3,211
-5,667
-64% -$1.41M 0.13% 121
2025
Q3 		$242K Buy
8,878
+5,478
+161% +$1.38M 0.04% 268
2025
Q2 		$927K Buy
3,400
+843
+33% +$225K 0.17% 97
2025
Q1 		$684K Buy
2,557
+281
+12% +$87.4K 0.08% 208
2024
Q4 		$761K Sell
2,276
-180
-7% -$57.4K 0.15% 105
2024
Q3 		$672K Buy
2,456
+396
+19% +$101K 0.13% 123
2024
Q2 		$526K Sell
2,060
-234
-10% -$62.6K 0.09% 197
2024
Q1 		$679K Buy
+2,294
New +$662K 0.12% 159
2023
Q4 		– Sell
-2,405
Closed -$544K – 198
2023
Q3 		$514K Hold
2,405
– – 0.09% 210
2023
Q2 		$514K Sell
2,405
-62
-3% -$12.7K 0.09% 210
2023
Q1 		$472K Sell
2,467
-1,016
-29% -$172K 0.08% 231
2022
Q4 		$462K Buy
+3,483
New +$508K 0.07% 220
2022
Q2 		– Sell
-7,973
Closed -$1.69M – 305
2022
Q1 		$1.69M Sell
7,973
-667
-8% -$144K 0.27% 83
2021
Q4 		$2.2M Buy
8,640
+471
+6% +$132K 0.32% 64
2021
Q3 		$2.22M Buy
8,169
+626
+8% +$159K 0.39% 52
2021
Q2 		$1.84M Buy
7,543
+676
+10% +$156K 0.37% 56
2021
Q1 		$1.46M Buy
6,867
+663
+11% +$148K 0.34% 72
2020
Q4 		$1.38M Sell
6,204
-4,269
-41% -$1.04M 0.34% 84
2020
Q3 		$2.63M Buy
10,473
+2,604
+33% +$570K 0.65% 36
2020
Q2 		$1.47M Buy
+7,869
New +$1.33M 0.34% 87
2020
Q1 		– Sell
-9,248
Closed -$1.5M – 69
2019
Q4 		$1.5M Buy
9,248
+3,615
+64% +$567K 0.43% 50
2019
Q3 		$836K Buy
5,633
+2,059
+58% +$313K 0.28% 114
2019
Q2 		$542K Buy
+3,574
New +$560K 0.2% 128

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Virtue Capital Management's CRM Position: Q2 2026 in Review

Virtue Capital Management reduced its Salesforce (CRM) stake by 2.9% in Q2 2026, selling an estimated $12.1K and leaving 2,347 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #240.

Virtue Capital Management first reported a position in CRM in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.63M in Q3 2020. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Virtue Capital Management held 2,347 shares of Salesforce worth $368K as of Q2 2026.
  • Virtue Capital Management sold 69 Salesforce shares in Q2 2026, an estimated $12.1K.
  • Salesforce made up 0.05% of Virtue Capital Management's portfolio in Q2 2026, its #240 holding.
  • Virtue Capital Management first reported a position in Salesforce in Q2 2019 and has held it in 25 quarters since.
  • Virtue Capital Management's Salesforce position peaked at $2.63M in Q3 2020.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.