3Chopt Investment Partners’s Salesforce CRM Stock Holding History

3Chopt Investment Partners’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	$512K	Buy	3,257 +394	+14%	+$69.3K	0.1%	153
2026 Q1	$534K	Sell	2,863 -104	-4%	-$21.5K	0.12%	135
2025 Q4	$787K	Sell	2,967 -940	-24%	-$234K	0.18%	104
2025 Q3	$928K	Buy	3,907 +720	+23%	+$182K	0.21%	94
2025 Q2	$870K	Buy	3,187 +917	+40%	+$245K	0.21%	93
2025 Q1	$609K	Buy	+2,270	New	+$706K	0.16%	123
2024 Q3	–	Sell	-1,765	Closed	-$454K	–	95
2024 Q2	$454K	Buy	+1,765	New	+$472K	0.14%	125
2024 Q1	–	Sell	-791	Closed	-$208K	–	88
2023 Q4	$208K	Buy	+791	New	+$179K	0.08%	163
2023 Q1	–	Sell	-329	Closed	-$43.6K	–	169
2022 Q4	$43.6K	Buy	+329	New	+$48K	0.02%	199

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

3Chopt Investment Partners's CRM Position: Q2 2026 in Review

3Chopt Investment Partners increased its Salesforce (CRM) stake by 14% in Q2 2026, buying an estimated $69.3K and bringing the position to 3,257 shares worth $512K. The position accounts for 0.1% of the portfolio, ranked #153.

3Chopt Investment Partners first reported a position in CRM in Q4 2022 and has held it in 9 quarters since. The position peaked at $928K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

3Chopt Investment Partners held 3,257 shares of Salesforce worth $512K as of Q2 2026.
3Chopt Investment Partners bought 394 Salesforce shares in Q2 2026, an estimated $69.3K.
Salesforce made up 0.1% of 3Chopt Investment Partners's portfolio in Q2 2026, its #153 holding.
3Chopt Investment Partners first reported a position in Salesforce in Q4 2022 and has held it in 9 quarters since.
3Chopt Investment Partners's Salesforce position peaked at $928K in Q3 2025.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.