X-Square Capital
CRM icon

X-Square Capital’s Salesforce CRM Stock Holding History

X-Square Capital’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
Q3 		$1.85M Buy
+8,064
New +$1.66M 0.45% 62

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

X-Square Capital's CRM Position: Q3 2026 in Review

X-Square Capital opened a new position in Salesforce (CRM) in Q3 2026: 8,064 shares worth $1.85M. The stake represents 0.45% of the portfolio and ranks #62 among its holdings.

1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • X-Square Capital held 8,064 shares of Salesforce worth $1.85M as of Q3 2026.
  • Salesforce was a new X-Square Capital position in Q3 2026.
  • Salesforce made up 0.45% of X-Square Capital's portfolio in Q3 2026, its #62 holding.
  • 1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on X-Square Capital's 13F filing for Q3 2026, filed 10 Nov 2026.