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Wright Investors Service’s Salesforce CRM Stock Holding History

Wright Investors Service’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 		$609K Sell
3,885
-8,251
-68% -$1.45M 0.17% 110
2026
Q1 		$2.27M Buy
12,136
+5,950
+96% +$1.23M 0.71% 36
2025
Q4 		$1.64M Buy
6,186
+47
+0.8% +$11.7K 0.49% 54
2025
Q3 		$1.45M Buy
6,139
+1,848
+43% +$466K 0.42% 63
2025
Q2 		$1.17M Sell
4,291
-10,499
-71% -$2.81M 0.35% 71
2025
Q1 		$3.97M Buy
14,790
+4,461
+43% +$1.39M 1.31% 23
2024
Q4 		$3.45M Sell
10,329
-1,367
-12% -$436K 1.12% 25
2024
Q3 		$3.2M Buy
11,696
+343
+3% +$87.9K 0.84% 33
2024
Q2 		$2.92M Buy
11,353
+5,139
+83% +$1.38M 0.77% 39
2024
Q1 		$1.87M Buy
+6,214
New +$1.79M 0.47% 66
2023
Q4 		– Sell
-1,270
Closed -$258K – 146
2023
Q3 		$258K Sell
1,270
-3,120
-71% -$674K 0.07% 141
2023
Q2 		$927K Sell
4,390
-284
-6% -$58K 0.26% 99
2023
Q1 		$934K Buy
+4,674
New +$789K 0.27% 97

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

Wright Investors Service's CRM Position: Q2 2026 in Review

Wright Investors Service reduced its Salesforce (CRM) stake by 68% in Q2 2026, selling an estimated $1.45M and leaving 3,885 shares worth $609K. The position accounts for 0.17% of the portfolio, ranked #110.

Wright Investors Service first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.97M in Q1 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wright Investors Service held 3,885 shares of Salesforce worth $609K as of Q2 2026.
  • Wright Investors Service sold 8,251 Salesforce shares in Q2 2026, an estimated $1.45M.
  • Salesforce made up 0.17% of Wright Investors Service's portfolio in Q2 2026, its #110 holding.
  • Wright Investors Service first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
  • Wright Investors Service's Salesforce position peaked at $3.97M in Q1 2025.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.