William Blair & Company
CRM icon

William Blair & Company’s Salesforce CRM Stock Holding History

William Blair & Company’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
2017
Q2 		– Sell
-1,500
Closed -$124K – 1633
2017
Q1 		$124K Buy
1,500
+1,100
+275% +$87.9K ﹤0.01% 1278
2016
Q4 		$27K Buy
+400
New +$29K ﹤0.01% 1291

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

William Blair & Company's CRM Position: Q2 2026 in Review

William Blair & Company reduced its Salesforce (CRM) stake by 34% in Q2 2026, selling an estimated $23.3M and leaving 256,268 shares worth $40.1M. The position accounts for 0.1% of the portfolio, ranked #167.

William Blair & Company first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $299M in Q3 2021. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • William Blair & Company held 256,268 shares of Salesforce worth $40.1M as of Q2 2026.
  • William Blair & Company sold 132,740 Salesforce shares in Q2 2026, an estimated $23.3M.
  • Salesforce made up 0.1% of William Blair & Company's portfolio in Q2 2026, its #167 holding.
  • William Blair & Company first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
  • William Blair & Company's Salesforce position peaked at $299M in Q3 2021.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.