1620 Investment Advisors’s Salesforce CRM Stock Holding History

1620 Investment Advisors’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	$15.8K	Sell	101 -395	-80%	-$69.5K	0.01%	439
2026 Q1	$92.7K	Sell	496 -8	-2%	-$1.66K	0.06%	249
2025 Q4	$134K	Buy	504 +6	+1%	+$1.49K	0.09%	199
2025 Q3	$118K	Buy	498 +389	+357%	+$98.1K	0.08%	208
2025 Q2	$29.9K	Sell	109 -1	-0.9%	-$267	0.02%	355
2025 Q1	$29.4K	Sell	110 -58	-35%	-$18K	0.02%	348
2024 Q4	$56.1K	Sell	168 -2	-1%	-$638	0.04%	291
2024 Q3	$46.4K	Buy	170 +11	+7%	+$2.82K	0.03%	313
2024 Q2	$40.9K	Buy	+159	New	+$42.5K	0.03%	323

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

1620 Investment Advisors's CRM Position: Q2 2026 in Review

1620 Investment Advisors reduced its Salesforce (CRM) stake by 80% in Q2 2026, selling an estimated $69.5K and leaving 101 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #439.

1620 Investment Advisors first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $134K in Q4 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

1620 Investment Advisors held 101 shares of Salesforce worth $15.8K as of Q2 2026.
1620 Investment Advisors sold 395 Salesforce shares in Q2 2026, an estimated $69.5K.
Salesforce made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #439 holding.
1620 Investment Advisors first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Salesforce position peaked at $134K in Q4 2025.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.