ZI
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ZEGA Investments’s Salesforce CRM Stock Holding History

ZEGA 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 		$415K Buy
2,647
+192
+8% +$33.8K 0.04% 198
2026
Q1 		$458K Buy
2,455
+32
+1% +$6.63K 0.05% 190
2025
Q4 		$642K Buy
2,423
+95
+4% +$23.6K 0.08% 120
2025
Q3 		$552K Buy
+2,328
New +$587K 0.07% 113

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

ZEGA Investments's CRM Position: Q2 2026 in Review

ZEGA Investments increased its Salesforce (CRM) stake by 7.8% in Q2 2026, buying an estimated $33.8K and bringing the position to 2,647 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #198.

ZEGA Investments first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $642K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • ZEGA Investments held 2,647 shares of Salesforce worth $415K as of Q2 2026.
  • ZEGA Investments bought 192 Salesforce shares in Q2 2026, an estimated $33.8K.
  • Salesforce made up 0.04% of ZEGA Investments's portfolio in Q2 2026, its #198 holding.
  • ZEGA Investments first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • ZEGA Investments's Salesforce position peaked at $642K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.