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Y.D. More Investments’s Salesforce CRM Stock Holding History

Y.D. More Investments’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 		$3.3M Buy
21,039
+16,706
+386% +$2.94M 0.1% 76
2026
Q1 		$809K Sell
4,333
-4,522
-51% -$937K 0.03% 120
2025
Q4 		$2.35M Sell
8,855
-3,372
-28% -$838K 0.11% 77
2025
Q3 		$2.9M Buy
12,227
+133
+1% +$33.5K 0.16% 68
2025
Q2 		$3.3M Sell
12,094
-2,589
-18% -$692K 0.23% 62
2025
Q1 		$3.94M Sell
14,683
-4,300
-23% -$1.34M 0.34% 46
2024
Q4 		$6.35M Buy
18,983
+850
+5% +$271K 0.57% 33
2024
Q3 		$4.96M Sell
18,133
-2,272
-11% -$582K 0.52% 40
2024
Q2 		$5.25M Sell
20,405
-4,546
-18% -$1.22M 0.54% 39
2024
Q1 		$7.51M Sell
24,951
-1,238
-5% -$357K 1.33% 18
2023
Q4 		$6.89M Sell
26,189
-1,026
-4% -$232K 1.32% 20
2023
Q3 		$5.52M Buy
27,215
+7,370
+37% +$1.59M 1.06% 25
2023
Q2 		$4.19M Buy
19,845
+4,538
+30% +$926K 0.97% 24
2023
Q1 		$3.06M Buy
15,307
+1,570
+11% +$265K 0.69% 26
2022
Q4 		$1.82M Buy
+13,737
New +$2M 0.44% 39

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

Y.D. More Investments's CRM Position: Q2 2026 in Review

Y.D. More Investments increased its Salesforce (CRM) stake by 386% in Q2 2026, buying an estimated $2.94M and bringing the position to 21,039 shares worth $3.3M. The position accounts for 0.1% of the portfolio, ranked #76.

Y.D. More Investments first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.51M in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Y.D. More Investments held 21,039 shares of Salesforce worth $3.3M as of Q2 2026.
  • Y.D. More Investments bought 16,706 Salesforce shares in Q2 2026, an estimated $2.94M.
  • Salesforce made up 0.1% of Y.D. More Investments's portfolio in Q2 2026, its #76 holding.
  • Y.D. More Investments first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Y.D. More Investments's Salesforce position peaked at $7.51M in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.