VCM
CRM icon

Vision Capital Management’s Salesforce CRM Stock Holding History

Vision 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 		$4.27M Sell
27,247
-748
-3% -$132K 0.49% 42
2026
Q1 		$5.23M Buy
27,995
+3,779
+16% +$783K 0.66% 35
2025
Q4 		$6.42M Sell
24,216
-636
-3% -$158K 0.77% 27
2025
Q3 		$5.89M Sell
24,852
-440
-2% -$111K 0.73% 33
2025
Q2 		$6.9M Buy
25,292
+1,090
+5% +$291K 0.91% 28
2025
Q1 		$6.49M Buy
24,202
+1,571
+7% +$489K 0.94% 28
2024
Q4 		$7.57M Buy
22,631
+37
+0.2% +$11.8K 1.11% 25
2024
Q3 		$6.18M Buy
22,594
+380
+2% +$97.3K 0.87% 31
2024
Q2 		$5.71M Buy
22,214
+1,767
+9% +$473K 0.85% 32
2024
Q1 		$6.16M Sell
20,447
-2,278
-10% -$657K 0.92% 34
2023
Q4 		$5.98M Buy
22,725
+117
+0.5% +$26.5K 0.93% 33
2023
Q3 		$4.58M Buy
22,608
+1,823
+9% +$394K 0.84% 38
2023
Q2 		$4.39M Buy
20,785
+25
+0.1% +$5.1K 0.75% 40
2023
Q1 		$4.15M Buy
20,760
+5,972
+40% +$1.01M 0.75% 40
2022
Q4 		$1.96M Sell
14,788
-6,814
-32% -$994K 0.37% 58
2022
Q3 		$3.11M Sell
21,602
-78
-0.4% -$13.2K 0.64% 40
2022
Q2 		$3.58M Buy
21,680
+6,404
+42% +$1.13M 0.67% 41
2022
Q1 		$3.24M Buy
15,276
+6,025
+65% +$1.3M 0.53% 45
2021
Q4 		$2.35M Buy
9,251
+226
+3% +$63.5K 0.35% 56
2021
Q3 		$2.45M Buy
9,025
+528
+6% +$134K 0.4% 51
2021
Q2 		$2.08M Buy
+8,497
New +$1.96M 0.34% 56

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

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

Vision Capital Management reduced its Salesforce (CRM) stake by 2.7% in Q2 2026, selling an estimated $132K and leaving 27,247 shares worth $4.27M. The position accounts for 0.49% of the portfolio, ranked #42.

Vision Capital Management first reported a position in CRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.57M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Vision Capital Management held 27,247 shares of Salesforce worth $4.27M as of Q2 2026.
  • Vision Capital Management sold 748 Salesforce shares in Q2 2026, an estimated $132K.
  • Salesforce made up 0.49% of Vision Capital Management's portfolio in Q2 2026, its #42 holding.
  • Vision Capital Management first reported a position in Salesforce in Q2 2021 and has held it in 21 quarters since.
  • Vision Capital Management's Salesforce position peaked at $7.57M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.