ZIG
CRM icon

Zullo Investment Group’s Salesforce CRM Stock Holding History

Zullo 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 		$521K Buy
3,328
+26
+0.8% +$4.57K 0.18% 93
2026
Q1 		$616K Buy
3,302
+348
+12% +$72.1K 0.23% 80
2025
Q4 		$783K Buy
2,954
+78
+3% +$19.4K 0.29% 67
2025
Q3 		$682K Buy
2,876
+47
+2% +$11.9K 0.25% 73
2025
Q2 		$772K Buy
2,829
+192
+7% +$51.3K 0.31% 65
2025
Q1 		$708K Buy
2,637
+244
+10% +$75.9K 0.3% 70
2024
Q4 		$800K Buy
2,393
+43
+2% +$13.7K 0.32% 64
2024
Q3 		$643K Buy
2,350
+60
+3% +$15.4K 0.27% 73
2024
Q2 		$589K Buy
2,290
+142
+7% +$38K 0.26% 73
2024
Q1 		$647K Buy
2,148
+133
+7% +$38.4K 0.3% 72
2023
Q4 		$530K Buy
2,015
+128
+7% +$29K 0.27% 75
2023
Q3 		$383K Buy
1,887
+199
+12% +$43K 0.22% 92
2023
Q2 		$357K Buy
1,688
+98
+6% +$20K 0.2% 96
2023
Q1 		$318K Buy
1,590
+91
+6% +$15.4K 0.2% 101
2022
Q4 		$199K Buy
1,499
+26
+2% +$3.79K 0.12% 134
2022
Q3 		$212K Buy
1,473
+650
+79% +$110K 0.14% 121
2022
Q2 		$136K Buy
823
+40
+5% +$7.07K 0.09% 174
2022
Q1 		$166K Buy
783
+105
+15% +$22.6K 0.09% 170
2021
Q4 		$172K Buy
+678
New +$191K 0.09% 174

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

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

Zullo Investment Group increased its Salesforce (CRM) stake by 0.79% in Q2 2026, buying an estimated $4.57K and bringing the position to 3,328 shares worth $521K. The position accounts for 0.18% of the portfolio, ranked #93.

Zullo Investment Group first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $800K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Zullo Investment Group held 3,328 shares of Salesforce worth $521K as of Q2 2026.
  • Zullo Investment Group bought 26 Salesforce shares in Q2 2026, an estimated $4.57K.
  • Salesforce made up 0.18% of Zullo Investment Group's portfolio in Q2 2026, its #93 holding.
  • Zullo Investment Group first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Salesforce position peaked at $800K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.