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Vise Technologies’s Salesforce CRM Stock Holding History

Vise Technologies’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 		$5.14M Buy
32,800
+1,670
+5% +$294K 0.06% 271
2026
Q1 		$8.25M Hold
31,130
– – 0.16% 104
2025
Q4 		$8.25M Buy
31,130
+5,829
+23% +$1.45M 0.16% 104
2025
Q3 		$6M Sell
25,301
-1,647
-6% -$415K 0.22% 91
2025
Q2 		$7.35M Buy
+26,948
New +$7.2M 0.3% 65
2024
Q4 		$6.68M Buy
19,974
+4,558
+30% +$1.45M 0.56% 31
2024
Q3 		$4.22M Buy
15,416
+11,462
+290% +$2.94M 0.54% 39
2024
Q2 		$1.02M Buy
3,954
+1,174
+42% +$314K 0.18% 120
2024
Q1 		$837K Buy
2,780
+152
+6% +$43.9K 0.16% 132
2023
Q4 		$692K Buy
2,628
+225
+9% +$50.9K 0.15% 145
2023
Q3 		$487K Buy
2,403
+185
+8% +$40K 0.12% 174
2023
Q2 		$469K Buy
2,218
+146
+7% +$29.8K 0.11% 183
2023
Q1 		$414K Buy
2,072
+427
+26% +$72.1K 0.11% 192
2022
Q4 		$218K Buy
1,645
+154
+10% +$22.5K 0.07% 297
2022
Q3 		$214K Buy
1,491
+47
+3% +$7.97K 0.08% 273
2022
Q2 		$238K Buy
1,444
+454
+46% +$80.2K 0.09% 249
2022
Q1 		$210K Buy
+990
New +$213K 0.08% 229

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 $3.38T AUM 44.17% 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

Vise Technologies's CRM Position: Q2 2026 in Review

Vise Technologies increased its Salesforce (CRM) stake by 5.4% in Q2 2026, buying an estimated $294K and bringing the position to 32,800 shares worth $5.14M. The position accounts for 0.06% of the portfolio, ranked #271.

Vise Technologies first reported a position in CRM in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.25M in Q1 2026. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Vise Technologies held 32,800 shares of Salesforce worth $5.14M as of Q2 2026.
  • Vise Technologies bought 1,670 Salesforce shares in Q2 2026, an estimated $294K.
  • Salesforce made up 0.06% of Vise Technologies's portfolio in Q2 2026, its #271 holding.
  • Vise Technologies first reported a position in Salesforce in Q1 2022 and has held it in 17 quarters since.
  • Vise Technologies's Salesforce position peaked at $8.25M in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.