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Wahed Invest’s Salesforce CRM Stock Holding History

Wahed Invest’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 		$2.96M Sell
18,916
-3,979
-17% -$700K 0.31% 46
2026
Q1 		$4.27M Sell
22,895
-1,691
-7% -$350K 0.55% 33
2025
Q4 		$6.51M Sell
24,586
-914
-4% -$227K 0.86% 17
2025
Q3 		$6.04M Buy
25,500
+118
+0.5% +$29.8K 0.83% 16
2025
Q2 		$6.92M Buy
25,382
+1,408
+6% +$376K 1.05% 12
2025
Q1 		$6.43M Buy
23,974
+1,058
+5% +$329K 1.11% 13
2024
Q4 		$7.66M Buy
22,916
+390
+2% +$124K 1.27% 11
2024
Q3 		$6.17M Buy
22,526
+891
+4% +$228K 1.1% 14
2024
Q2 		$5.56M Buy
21,635
+2,995
+16% +$801K 1.12% 14
2024
Q1 		$5.61M Buy
18,640
+2,544
+16% +$734K 1.28% 13
2023
Q4 		$4.24M Buy
16,096
+961
+6% +$217K 1.19% 14
2023
Q3 		$3.07M Buy
15,135
+1,491
+11% +$322K 1% 17
2023
Q2 		$2.88M Buy
13,644
+1,306
+11% +$267K 1.01% 17
2023
Q1 		$2.46M Sell
12,338
-157
-1% -$26.5K 1.07% 18
2022
Q4 		$1.66M Buy
12,495
+1,465
+13% +$214K 0.86% 22
2022
Q3 		$1.59M Buy
11,030
+783
+8% +$133K 0.97% 18
2022
Q2 		$1.69M Sell
10,247
-837
-8% -$148K 1.04% 19
2022
Q1 		$2.35M Sell
11,084
-145
-1% -$31.2K 1.38% 15
2021
Q4 		$2.85M Buy
+11,229
New +$3.16M 1.59% 11

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

Wahed Invest's CRM Position: Q2 2026 in Review

Wahed Invest reduced its Salesforce (CRM) stake by 17% in Q2 2026, selling an estimated $700K and leaving 18,916 shares worth $2.96M. The position accounts for 0.31% of the portfolio, ranked #46.

Wahed Invest first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.66M in Q4 2024. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wahed Invest held 18,916 shares of Salesforce worth $2.96M as of Q2 2026.
  • Wahed Invest sold 3,979 Salesforce shares in Q2 2026, an estimated $700K.
  • Salesforce made up 0.31% of Wahed Invest's portfolio in Q2 2026, its #46 holding.
  • Wahed Invest first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Wahed Invest's Salesforce position peaked at $7.66M in Q4 2024.
  • 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wahed Invest's 13F filing for Q2 2026, filed 11 Aug 2026.