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Ahara Advisors’s Salesforce CRM Stock Holding History

Ahara Advisors’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 		$1.69M Sell
3,532
-4,230
-54% -$744K 1.14% 23
2026
Q1 		$1.45M Buy
7,762
+1,246
+19% +$258K 1.21% 20
2025
Q4 		$1.73M Buy
+6,516
New +$1.62M 1.57% 20

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

Ahara Advisors's CRM Position: Q2 2026 in Review

Ahara Advisors reduced its Salesforce (CRM) stake by 54% in Q2 2026, selling an estimated $744K and leaving 3,532 shares worth $1.69M. The position accounts for 1.14% of the portfolio, ranked #23.

Ahara Advisors first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q4 2025. 663 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ahara Advisors held 3,532 shares of Salesforce worth $1.69M as of Q2 2026.
  • Ahara Advisors sold 4,230 Salesforce shares in Q2 2026, an estimated $744K.
  • Salesforce made up 1.14% of Ahara Advisors's portfolio in Q2 2026, its #23 holding.
  • Ahara Advisors first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Ahara Advisors's Salesforce position peaked at $1.73M in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ahara Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.