Adams Diversified Equity Fund’s Salesforce CRM Stock Holding History

Adams Diversified Equity Fund’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	$10.3M	Hold	65,700	–	–	0.31%	89
2026 Q1	$12.3M	Hold	65,700	–	–	0.43%	73
2025 Q4	$17.4M	Buy	65,700 +10,700	+19%	+$2.66M	0.58%	61
2025 Q3	$13M	Sell	55,000 -39,000	-41%	-$9.84M	0.44%	70
2025 Q2	$25.6M	Hold	94,000	–	–	0.92%	28
2025 Q1	$25.2M	Buy	94,000 +36,600	+64%	+$11.4M	1%	27
2024 Q4	$19.2M	Hold	57,400	–	–	0.73%	44
2024 Q3	$15.7M	Sell	57,400 -5,400	-9%	-$1.38M	0.58%	66
2024 Q2	$16.1M	Sell	62,800 -72,900	-54%	-$19.5M	0.55%	64
2024 Q1	$40.9M	Hold	135,700	–	–	1.45%	13
2023 Q4	$35.7M	Hold	135,700	–	–	1.41%	17
2023 Q3	$27.5M	Buy	+135,700	New	+$29.3M	1.18%	25
2021 Q1	–	Sell	-20,500	Closed	-$4.56M	–	105
2020 Q4	$4.56M	Sell	20,500 -20,500	-50%	-$4.99M	0.21%	98
2020 Q3	$10.3M	Hold	41,000	–	–	0.5%	75
2020 Q2	$7.68M	Sell	41,000 -93,800	-70%	-$15.8M	0.41%	83
2020 Q1	$19.4M	Buy	134,800 +71,700	+114%	+$12.3M	1.23%	26
2019 Q4	$10.3M	Sell	63,100 -76,700	-55%	-$12M	0.53%	72
2019 Q3	$20.8M	Hold	139,800	–	–	1.11%	33
2019 Q2	$21.2M	Hold	139,800	–	–	1.13%	30
2019 Q1	$22.1M	Hold	139,800	–	–	1.22%	26
2018 Q4	$19.1M	Sell	139,800 -41,400	-23%	-$5.69M	1.18%	30
2018 Q3	$28.8M	Hold	181,200	–	–	1.43%	24
2018 Q2	$24.7M	Hold	181,200	–	–	1.32%	24
2018 Q1	$21.1M	Hold	181,200	–	–	1.15%	34
2017 Q4	$18.5M	Hold	181,200	–	–	1%	42
2017 Q3	$16.9M	Sell	181,200 -19,000	-9%	-$1.75M	0.92%	44
2017 Q2	$17.3M	Hold	200,200	–	–	0.98%	44
2017 Q1	$16.5M	Buy	+200,200	New	+$16M	0.95%	45

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

Adams Diversified Equity Fund's CRM Position: Q2 2026 in Review

Adams Diversified Equity Fund held its Salesforce (CRM) position steady in Q2 2026 at 65,700 shares worth $10.3M. The position accounts for 0.31% of the portfolio, ranked #89.

Adams Diversified Equity Fund first reported a position in CRM in Q1 2017 and has held it in 28 quarters since. The position peaked at $40.9M in Q1 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Adams Diversified Equity Fund held 65,700 shares of Salesforce worth $10.3M as of Q2 2026.
Adams Diversified Equity Fund left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.31% of Adams Diversified Equity Fund's portfolio in Q2 2026, its #89 holding.
Adams Diversified Equity Fund first reported a position in Salesforce in Q1 2017 and has held it in 28 quarters since.
Adams Diversified Equity Fund's Salesforce position peaked at $40.9M in Q1 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2026, filed 22 Jul 2026.