ZIG
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Zuckerman Investment Group’s Salesforce CRM Stock Holding History

Zuckerman Investment Group’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 		$31M Buy
197,724
+5,891
+3% +$1.04M 2.62% 11
2026
Q1 		$35.8M Buy
191,833
+122,290
+176% +$25.3M 3.36% 5
2025
Q4 		$18.4M Buy
69,543
+41,528
+148% +$10.3M 1.64% 25
2025
Q3 		$6.64M Buy
+28,015
New +$7.07M 0.61% 46

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

Zuckerman Investment Group's CRM Position: Q2 2026 in Review

Zuckerman Investment Group increased its Salesforce (CRM) stake by 3.1% in Q2 2026, buying an estimated $1.04M and bringing the position to 197,724 shares worth $31M. The position accounts for 2.62% of the portfolio, ranked #11.

Zuckerman Investment Group first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.8M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Zuckerman Investment Group held 197,724 shares of Salesforce worth $31M as of Q2 2026.
  • Zuckerman Investment Group bought 5,891 Salesforce shares in Q2 2026, an estimated $1.04M.
  • Salesforce made up 2.62% of Zuckerman Investment Group's portfolio in Q2 2026, its #11 holding.
  • Zuckerman Investment Group first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Zuckerman Investment Group's Salesforce position peaked at $35.8M in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.