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Xponance’s Salesforce CRM Stock Holding History

Xponance’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 		$25.6M Sell
163,120
-31,303
-16% -$5.5M 0.16% 98
2026
Q1 		$36.3M Buy
194,423
+21,202
+12% +$4.39M 0.26% 60
2025
Q4 		$45.9M Buy
173,221
+21,915
+14% +$5.45M 0.34% 36
2025
Q3 		$35.9M Sell
151,306
-4,758
-3% -$1.2M 0.28% 46
2025
Q2 		$42.6M Sell
156,064
-59,086
-27% -$15.8M 0.36% 37
2025
Q1 		$57.7M Buy
215,150
+11,411
+6% +$3.55M 0.56% 24
2024
Q4 		$68.1M Sell
203,739
-1,551
-0.8% -$495K 0.62% 19
2024
Q3 		$56.2M Sell
205,290
-1,971
-1% -$505K 0.54% 25
2024
Q2 		$53.3M Buy
207,261
+9,044
+5% +$2.42M 0.54% 26
2024
Q1 		$59.7M Buy
198,217
+2,612
+1% +$754K 0.63% 22
2023
Q4 		$51.5M Sell
195,605
-4,556
-2% -$1.03M 0.62% 23
2023
Q3 		$40.6M Buy
200,161
+276
+0.1% +$59.6K 0.55% 25
2023
Q2 		$42.2M Buy
199,885
+49,934
+33% +$10.2M 0.56% 27
2023
Q1 		$30M Buy
149,951
+3,289
+2% +$556K 0.44% 36
2022
Q4 		$19.4M Buy
146,662
+21,898
+18% +$3.2M 0.32% 63
2022
Q3 		$17.9M Buy
124,764
+14,754
+13% +$2.5M 0.35% 50
2022
Q2 		$18.2M Buy
110,010
+1,032
+0.9% +$182K 0.36% 46
2022
Q1 		$23.1M Sell
108,978
-20,887
-16% -$4.5M 0.38% 46
2021
Q4 		$33M Buy
129,865
+14,720
+13% +$4.14M 0.52% 32
2021
Q3 		$31.2M Buy
115,145
+17,067
+17% +$4.33M 0.59% 21
2021
Q2 		$24M Sell
98,078
-49,970
-34% -$11.5M 0.44% 37
2021
Q1 		$31.4M Sell
148,048
-429
-0.3% -$95.5K 0.66% 23
2020
Q4 		$33M Buy
148,477
+3,167
+2% +$770K 0.72% 22
2020
Q3 		$36.5M Buy
145,310
+4,537
+3% +$993K 0.9% 17
2020
Q2 		$26.4M Buy
+140,773
New +$23.7M 0.68% 22

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

Xponance's CRM Position: Q2 2026 in Review

Xponance reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $5.5M and leaving 163,120 shares worth $25.6M. The position accounts for 0.16% of the portfolio, ranked #98.

Xponance first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $68.1M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Xponance held 163,120 shares of Salesforce worth $25.6M as of Q2 2026.
  • Xponance sold 31,303 Salesforce shares in Q2 2026, an estimated $5.5M.
  • Salesforce made up 0.16% of Xponance's portfolio in Q2 2026, its #98 holding.
  • Xponance first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Xponance's Salesforce position peaked at $68.1M in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.