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Adapt Investment Managers’s Salesforce CRM Stock Holding History

Adapt Investment Managers’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 		$39.2M Hold
250,000
– – 0.31% 49
2026
Q1 		$46.7M Buy
+250,000
New +$51.8M 0.62% 30
2025
Q1 		– Sell
-50,000
Closed -$16.9M – 73
2024
Q4 		$16.9M Buy
+50,000
New +$16M 0.44% 65

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Adapt Investment Managers's CRM Position: Q2 2026 in Review

Adapt Investment Managers reduced its Salesforce (CRM) stake by 77% in Q2 2026, selling an estimated $2.98M and leaving 5,005 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #128.

Adapt Investment Managers first reported a position in CRM in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.1M in Q1 2026. 819 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Adapt Investment Managers held 5,005 shares of Salesforce worth $784K as of Q2 2026.
  • Adapt Investment Managers sold 16,948 Salesforce shares in Q2 2026, an estimated $2.98M.
  • Salesforce made up 0.01% of Adapt Investment Managers's portfolio in Q2 2026, its #128 holding.
  • Adapt Investment Managers first reported a position in Salesforce in Q4 2024 and has held it in 3 quarters since.
  • Adapt Investment Managers's Salesforce position peaked at $4.1M in Q1 2026.
  • 819 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Adapt Investment Managers's 13F filing for Q2 2026, filed 27 Jul 2026.