ZIM
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Zacks Investment Management’s Salesforce CRM Stock Holding History

Zacks Investment Management’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 		$826K Sell
5,268
-81,943
-94% -$14.4M 0.01% 448
2026
Q1 		$16.3M Buy
87,211
+845
+1% +$175K 0.13% 141
2025
Q4 		$22.9M Sell
86,366
-4,562
-5% -$1.13M 0.18% 128
2025
Q3 		$21.6M Sell
90,928
-43,554
-32% -$11M 0.17% 131
2025
Q2 		$36.7M Buy
134,482
+1,114
+0.8% +$298K 0.31% 87
2025
Q1 		$35.8M Buy
133,368
+46,531
+54% +$14.5M 0.33% 85
2024
Q4 		$29M Buy
86,837
+51,919
+149% +$16.6M 0.27% 97
2024
Q3 		$9.56M Buy
34,918
+4,489
+15% +$1.15M 0.08% 169
2024
Q2 		$7.82M Buy
30,429
+3,400
+13% +$910K 0.09% 155
2024
Q1 		$8.14M Buy
27,029
+3,313
+14% +$956K 0.09% 165
2023
Q4 		$6.24M Buy
23,716
+10
+0% +$2.26K 0.08% 173
2023
Q3 		$4.81M Buy
23,706
+1,695
+8% +$366K 0.06% 187
2023
Q2 		$4.65M Buy
22,011
+19,556
+797% +$3.99M 0.06% 191
2023
Q1 		$491K Buy
2,455
+767
+45% +$130K 0.01% 453
2022
Q4 		$224K Sell
1,688
-103,302
-98% -$15.1M ﹤0.01% 548
2022
Q3 		$15.1M Sell
104,990
-1,283
-1% -$218K 0.24% 99
2022
Q2 		$17.5M Buy
106,273
+4,008
+4% +$708K 0.27% 93
2022
Q1 		$21.7M Buy
102,265
+4,608
+5% +$992K 0.3% 87
2021
Q4 		$24.8M Buy
97,657
+2,897
+3% +$814K 0.35% 82
2021
Q3 		$25.7M Buy
94,760
+1,612
+2% +$409K 0.41% 74
2021
Q2 		$22.8M Buy
93,148
+32,023
+52% +$7.38M 0.37% 80
2021
Q1 		$13M Sell
61,125
-36,562
-37% -$8.14M 0.23% 105
2020
Q4 		$21.7M Buy
97,687
+34,386
+54% +$8.36M 0.4% 74
2020
Q3 		$15.9M Buy
+63,301
New +$13.9M 0.32% 85
2019
Q2 		– Sell
-2,095
Closed -$332K – 545
2019
Q1 		$332K Buy
+2,095
New +$325K 0.01% 483
2018
Q3 		– Sell
-1,623
Closed -$221K – 540
2018
Q2 		$221K Buy
+1,623
New +$207K ﹤0.01% 505

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

Zacks Investment Management's CRM Position: Q2 2026 in Review

Zacks Investment Management reduced its Salesforce (CRM) stake by 94% in Q2 2026, selling an estimated $14.4M and leaving 5,268 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #448.

Zacks Investment Management first reported a position in CRM in Q2 2018 and has held it in 26 quarters since. The position peaked at $36.7M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Zacks Investment Management held 5,268 shares of Salesforce worth $826K as of Q2 2026.
  • Zacks Investment Management sold 81,943 Salesforce shares in Q2 2026, an estimated $14.4M.
  • Salesforce made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #448 holding.
  • Zacks Investment Management first reported a position in Salesforce in Q2 2018 and has held it in 26 quarters since.
  • Zacks Investment Management's Salesforce position peaked at $36.7M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.