WCM
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Westerly Capital Management’s Salesforce CRM Stock Holding History

Westerly Capital 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 		$14.4M Buy
+92,000
New +$16.2M 2.66% 10
2015
Q3 		$1.04M Buy
+15,000
New +$1.06M 1.25% 31

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

Westerly Capital Management's CRM Position: Q2 2026 in Review

Westerly Capital Management opened a new position in Salesforce (CRM) in Q2 2026: 92,000 shares worth $14.4M. The stake represents 2.66% of the portfolio and ranks #10 among its holdings. This is a return to the name: Westerly Capital Management previously reported a position in CRM as recently as Q3 2015.

Westerly Capital Management first reported a position in CRM in Q3 2015 and has held it in 2 quarters since. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Westerly Capital Management held 92,000 shares of Salesforce worth $14.4M as of Q2 2026.
  • Salesforce was a new Westerly Capital Management position in Q2 2026.
  • Salesforce made up 2.66% of Westerly Capital Management's portfolio in Q2 2026, its #10 holding.
  • Westerly Capital Management first reported a position in Salesforce in Q3 2015 and has held it in 2 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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