Alley Investment Management Company’s Salesforce CRM Stock Holding History

Alley Investment Management Company’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	$313K	Hold	2,000	–	–	0.04%	80
2026 Q1	$373K	Hold	2,000	–	–	0.05%	76
2025 Q4	$530K	Hold	2,000	–	–	0.06%	74
2025 Q3	$474K	Hold	2,000	–	–	0.06%	74
2025 Q2	$545K	Hold	2,000	–	–	0.07%	73
2025 Q1	$537K	Hold	2,000	–	–	0.07%	72
2024 Q4	$669K	Hold	2,000	–	–	0.08%	70
2024 Q3	$547K	Sell	2,000 -3	-0.1%	-$768	0.07%	72
2024 Q2	$515K	Sell	2,003 -60	-3%	-$16.1K	0.07%	72
2024 Q1	$621K	Buy	2,063 +3	+0.1%	+$866	0.09%	71
2023 Q4	$542K	Hold	2,060	–	–	0.08%	73
2023 Q3	$418K	Buy	2,060 +60	+3%	+$13K	0.07%	73
2023 Q2	$423K	Hold	2,000	–	–	0.07%	75
2023 Q1	$400K	Hold	2,000	–	–	0.07%	74
2022 Q4	$265K	Hold	2,000	–	–	0.05%	81
2022 Q3	$288K	Hold	2,000	–	–	0.06%	77
2022 Q2	$330K	Hold	2,000	–	–	0.06%	74
2022 Q1	$425K	Buy	+2,000	New	+$430K	0.07%	73

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alley Investment Management Company's CRM Position: Q2 2026 in Review

Alley Investment Management Company held its Salesforce (CRM) position steady in Q2 2026 at 2,000 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #80.

Alley Investment Management Company first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $669K in Q4 2024. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Alley Investment Management Company held 2,000 shares of Salesforce worth $313K as of Q2 2026.
Alley Investment Management Company left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.04% of Alley Investment Management Company's portfolio in Q2 2026, its #80 holding.
Alley Investment Management Company first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
Alley Investment Management Company's Salesforce position peaked at $669K in Q4 2024.
1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.