Achmea Investment Management’s Salesforce CRM Stock Holding History

Achmea Investment Management’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	$21.6M	Sell	138,125 -16,591	-11%	-$2.92M	0.54%	56
2026 Q1	$28.9M	Buy	154,716 +8,940	+6%	+$1.85M	0.76%	39
2025 Q4	$38.6M	Sell	145,776 -5,897	-4%	-$1.47M	0.99%	22
2025 Q3	$35.9M	Buy	151,673 +3,419	+2%	+$862K	0.45%	49
2025 Q2	$40.4M	Buy	148,254 +12,544	+9%	+$3.35M	0.52%	41
2025 Q1	$36.4M	Buy	135,710 +31,600	+30%	+$9.83M	0.53%	48
2024 Q4	$34.8M	Buy	104,110 +4,278	+4%	+$1.37M	0.57%	37
2024 Q3	$27.3M	Buy	99,832 +12,712	+15%	+$3.26M	0.45%	49
2024 Q2	$22.4M	Buy	87,120 +1,863	+2%	+$499K	0.4%	58
2024 Q1	$25.7M	Sell	85,257 -1,957	-2%	-$565K	0.49%	42
2023 Q4	$22.9M	Sell	87,214 -2,203	-2%	-$499K	0.47%	44
2023 Q3	$18.1M	Buy	89,417 +12,995	+17%	+$2.81M	0.4%	63
2023 Q2	$16.1M	Buy	76,422 +26,208	+52%	+$5.35M	0.34%	69
2023 Q1	$10M	Buy	50,214 +5,021	+11%	+$848K	0.29%	90
2022 Q4	$5.62M	Buy	45,193 +1,756	+4%	+$256K	0.19%	146
2022 Q3	$6.25M	Sell	43,437 -6,444	-13%	-$1.09M	0.22%	111
2022 Q2	$8.23M	Sell	49,881 -961	-2%	-$170K	0.27%	94
2022 Q1	$10.8M	Buy	+50,842	New	+$10.9M	0.28%	79
2021 Q4	–	Sell	-47,309	Closed	-$12.8M	–	355
2021 Q3	$12.8M	Sell	47,309 -729	-2%	-$185K	0.39%	52
2021 Q2	$11.7M	Sell	48,038 -1,086	-2%	-$250K	0.4%	49
2021 Q1	$10.4M	Sell	49,124 -4,720	-9%	-$1.05M	0.36%	61
2020 Q4	$12M	Buy	53,844 +7,799	+17%	+$1.9M	0.43%	47
2020 Q3	$11.6M	Sell	46,045 -36,990	-45%	-$8.1M	0.48%	41
2020 Q2	$15.6M	Buy	83,035 +45,331	+120%	+$7.64M	0.53%	47
2020 Q1	$5.43M	Buy	37,704 +24,938	+195%	+$4.28M	0.25%	94
2019 Q4	$2.08M	Hold	12,766	–	–	0.08%	250
2019 Q3	$1.9M	Sell	12,766 -23,788	-65%	-$3.62M	0.07%	255
2019 Q2	$5.55M	Sell	36,554 -3,557	-9%	-$557K	0.21%	121
2019 Q1	$6.35M	Buy	40,111 +34,934	+675%	+$5.41M	0.26%	91
2018 Q4	$709K	Hold	5,177	–	–	0.03%	356
2018 Q3	$822K	Buy	+5,177	New	+$768K	0.03%	384

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

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 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

Achmea Investment Management's CRM Position: Q2 2026 in Review

Achmea Investment Management reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $2.92M and leaving 138,125 shares worth $21.6M. The position accounts for 0.54% of the portfolio, ranked #56.

Achmea Investment Management first reported a position in CRM in Q3 2018 and has held it in 31 quarters since. The position peaked at $40.4M in Q2 2025. 439 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Achmea Investment Management held 138,125 shares of Salesforce worth $21.6M as of Q2 2026.
Achmea Investment Management sold 16,591 Salesforce shares in Q2 2026, an estimated $2.92M.
Salesforce made up 0.54% of Achmea Investment Management's portfolio in Q2 2026, its #56 holding.
Achmea Investment Management first reported a position in Salesforce in Q3 2018 and has held it in 31 quarters since.
Achmea Investment Management's Salesforce position peaked at $40.4M in Q2 2025.
439 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Achmea Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.