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Weiss Asset Management’s Salesforce CRM Stock Holding History

Weiss 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 		$10.7M Buy
68,422
+67,162
+5,330% +$11.8M 0.11% 141
2026
Q1 		$235K Buy
+1,260
New +$261K ﹤0.01% 448
2025
Q4 		– Sell
-3,566
Closed -$845K – 650
2025
Q3 		$845K Sell
3,566
-124,167
-97% -$31.3M 0.01% 375
2025
Q2 		$34.8M Buy
+127,733
New +$34.1M 0.4% 41
2025
Q1 		– Sell
-10,457
Closed -$3.5M – 389
2024
Q4 		$3.5M Sell
10,457
-679
-6% -$217K 0.07% 252
2024
Q3 		$3.05M Buy
+11,136
New +$2.85M 0.07% 266
2024
Q1 		– Sell
-6,878
Closed -$1.81M – 354
2023
Q4 		$1.81M Buy
+6,878
New +$1.56M 0.09% 118
2022
Q2 		– Sell
-4,372
Closed -$928K – 681
2022
Q1 		$928K Buy
+4,372
New +$941K 0.02% 571
2020
Q1 		– Sell
-1,527
Closed -$248K – 234
2019
Q4 		$248K Sell
1,527
-238
-13% -$37.3K 0.02% 201
2019
Q3 		$262K Buy
+1,765
New +$268K 0.02% 227
2018
Q2 		– Sell
-720,248
Closed -$83.8M – 211
2018
Q1 		$83.8M Buy
720,248
+713,790
+11,053% +$82M 6.74% 3
2017
Q4 		$660K Buy
+6,458
New +$658K 0.06% 103

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

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

Weiss Asset Management increased its Salesforce (CRM) stake by 5,330% in Q2 2026, buying an estimated $11.8M and bringing the position to 68,422 shares worth $10.7M. The position accounts for 0.11% of the portfolio, ranked #141.

Weiss Asset Management first reported a position in CRM in Q4 2017 and has held it in 12 quarters since. The position peaked at $83.8M in Q1 2018. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Weiss Asset Management held 68,422 shares of Salesforce worth $10.7M as of Q2 2026.
  • Weiss Asset Management bought 67,162 Salesforce shares in Q2 2026, an estimated $11.8M.
  • Salesforce made up 0.11% of Weiss Asset Management's portfolio in Q2 2026, its #141 holding.
  • Weiss Asset Management first reported a position in Salesforce in Q4 2017 and has held it in 12 quarters since.
  • Weiss Asset Management's Salesforce position peaked at $83.8M in Q1 2018.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.