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Abner Herrman & Brock’s Salesforce CRM Stock Holding History

Abner Herrman & Brock’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 		– Sell
-71,027
Closed -$13.3M – 112
2026
Q1 		$13.3M Buy
71,027
+39
+0.1% +$8.08K 1.47% 29
2025
Q4 		$18.8M Sell
70,988
-1,574
-2% -$391K 1.92% 24
2025
Q3 		$17.2M Sell
72,562
-5,223
-7% -$1.32M 1.77% 25
2025
Q2 		$21.2M Sell
77,785
-367
-0.5% -$98.1K 2.37% 17
2025
Q1 		$21M Buy
78,152
+885
+1% +$275K 2.68% 15
2024
Q4 		$25.8M Buy
77,267
+688
+0.9% +$220K 3.21% 10
2024
Q3 		$21M Sell
76,579
-4,093
-5% -$1.05M 2.53% 13
2024
Q2 		$20.7M Sell
80,672
-504
-0.6% -$135K 2.63% 13
2024
Q1 		$24.4M Sell
81,176
-2,242
-3% -$647K 3.05% 7
2023
Q4 		$22M Sell
83,418
-6,051
-7% -$1.37M 3.08% 7
2023
Q3 		$18.1M Buy
89,469
+655
+0.7% +$142K 2.78% 11
2023
Q2 		$18.8M Buy
+88,814
New +$18.1M 2.75% 15
2019
Q2 		– Sell
-1,438
Closed -$228K – 129
2019
Q1 		$228K Sell
1,438
-1,010
-41% -$157K 0.04% 113
2018
Q4 		$335K Sell
2,448
-36
-1% -$4.95K 0.06% 85
2018
Q3 		$395K Hold
2,484
– – 0.06% 94
2018
Q2 		$339K Hold
2,484
– – 0.05% 99
2018
Q1 		$289K Buy
+2,484
New +$285K 0.05% 107

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Abner Herrman & Brock's CRM Position: Q2 2026 in Review

Abner Herrman & Brock sold out of Salesforce (CRM) in Q2 2026, closing a stake of 71,027 shares — an estimated $13.3M sold.

Abner Herrman & Brock first reported a position in CRM in Q1 2018 and held it in 17 quarters. The position peaked at $25.8M in Q4 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Abner Herrman & Brock reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Abner Herrman & Brock sold 71,027 Salesforce shares in Q2 2026, an estimated $13.3M.
  • Abner Herrman & Brock first reported a position in Salesforce in Q1 2018 and held it in 17 quarters.
  • Abner Herrman & Brock's Salesforce position peaked at $25.8M in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.