Wakefield Asset Management’s Salesforce CRM Stock Holding History

Wakefield Asset 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	$247K	Hold	1,575	–	–	0.06%	215
2026 Q1	$294K	Hold	1,575	–	–	0.08%	199
2025 Q4	$417K	Hold	1,575	–	–	0.11%	176
2025 Q3	$373K	Hold	1,575	–	–	0.1%	170
2025 Q2	$429K	Hold	1,575	–	–	0.12%	168
2025 Q1	$423K	Buy	+1,575	New	+$490K	0.13%	164
2022 Q1	–	Sell	-5,855	Closed	-$1.49M	–	171
2021 Q4	$1.49M	Buy	5,855 +143	+3%	+$40.2K	0.51%	63
2021 Q3	$1.55M	Sell	5,712 -69	-1%	-$17.5K	0.58%	59
2021 Q2	$1.41M	Buy	+5,781	New	+$1.33M	0.54%	64

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wakefield Asset Management's CRM Position: Q2 2026 in Review

Wakefield Asset Management held its Salesforce (CRM) position steady in Q2 2026 at 1,575 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #215.

Wakefield Asset Management first reported a position in CRM in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.55M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Wakefield Asset Management held 1,575 shares of Salesforce worth $247K as of Q2 2026.
Wakefield Asset Management left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.06% of Wakefield Asset Management's portfolio in Q2 2026, its #215 holding.
Wakefield Asset Management first reported a position in Salesforce in Q2 2021 and has held it in 9 quarters since.
Wakefield Asset Management's Salesforce position peaked at $1.55M in Q3 2021.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.