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Westchester Capital Management (Nebraska)’s Salesforce CRM Stock Holding History

Westchester Capital Management (Nebraska)’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 		$7.37M Buy
47,024
+820
+2% +$144K 1.33% 22
2026
Q1 		$8.62M Buy
46,204
+943
+2% +$195K 1.74% 21
2025
Q4 		$12M Buy
45,261
+1,036
+2% +$257K 2.48% 19
2025
Q3 		$10.5M Sell
44,225
-333
-0.7% -$84K 2.25% 19
2025
Q2 		$12.2M Buy
+44,558
New +$11.9M 2.86% 17

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

Westchester Capital Management (Nebraska)'s CRM Position: Q2 2026 in Review

Westchester Capital Management (Nebraska) increased its Salesforce (CRM) stake by 1.8% in Q2 2026, buying an estimated $144K and bringing the position to 47,024 shares worth $7.37M. The position accounts for 1.33% of the portfolio, ranked #22.

Westchester Capital Management (Nebraska) first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.2M in Q2 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Westchester Capital Management (Nebraska) held 47,024 shares of Salesforce worth $7.37M as of Q2 2026.
  • Westchester Capital Management (Nebraska) bought 820 Salesforce shares in Q2 2026, an estimated $144K.
  • Salesforce made up 1.33% of Westchester Capital Management (Nebraska)'s portfolio in Q2 2026, its #22 holding.
  • Westchester Capital Management (Nebraska) first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • Westchester Capital Management (Nebraska)'s Salesforce position peaked at $12.2M in Q2 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q2 2026, filed 23 Jul 2026.