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Vista Investment Management’s Salesforce CRM Stock Holding History

Vista Investment 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 		– Sell
-1,161
Closed -$217K – 179
2026
Q1 		$217K Sell
1,161
-630
-35% -$131K 0.07% 167
2025
Q4 		$474K Sell
1,791
-137
-7% -$34K 0.16% 120
2025
Q3 		$457K Sell
1,928
-183
-9% -$46.2K 0.16% 122
2025
Q2 		$576K Sell
2,111
-139
-6% -$37.2K 0.21% 112
2025
Q1 		$604K Sell
2,250
-299
-12% -$93K 0.24% 108
2024
Q4 		$852K Buy
2,549
+62
+2% +$19.8K 0.32% 89
2024
Q3 		$681K Buy
2,487
+1,650
+197% +$423K 0.26% 102
2024
Q2 		$215K Buy
+837
New +$224K 0.09% 166

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

Vista Investment Management's CRM Position: Q2 2026 in Review

Vista Investment Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,161 shares — an estimated $217K sold.

Vista Investment Management first reported a position in CRM in Q2 2024 and held it in 8 quarters. The position peaked at $852K in Q4 2024. 2,497 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Vista Investment Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Management sold 1,161 Salesforce shares in Q2 2026, an estimated $217K.
  • Vista Investment Management first reported a position in Salesforce in Q2 2024 and held it in 8 quarters.
  • Vista Investment Management's Salesforce position peaked at $852K in Q4 2024.
  • 2,497 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.