Apella Capital’s Salesforce CRM Stock Holding History

Apella Capital’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	$919K	Buy	5,419 +145	+3%	+$25.5K	0.01%	381
2026 Q1	$961K	Sell	5,274 -97	-2%	-$20.1K	0.01%	371
2025 Q4	$1.42M	Buy	5,371 +132	+3%	+$32.8K	0.03%	240
2025 Q3	$1.29M	Sell	5,239 -36	-0.7%	-$9.08K	0.03%	221
2025 Q2	$1.42M	Sell	5,275 -296	-5%	-$79.1K	0.04%	181
2025 Q1	$1.48M	Buy	5,571 +96	+2%	+$29.9K	0.05%	158
2024 Q4	$1.83M	Buy	5,475 +3	+0.1%	+$957	0.07%	122
2024 Q3	$1.53M	Buy	5,472 +82	+2%	+$21K	0.06%	122
2024 Q2	$1.36M	Sell	5,390 -7	-0.1%	-$1.87K	0.06%	131
2024 Q1	$1.63M	Sell	5,397 -40	-0.7%	-$11.5K	0.08%	105
2023 Q4	$1.37M	Buy	+5,437	New	+$1.23M	0.08%	114

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

Apella Capital's CRM Position: Q2 2026 in Review

Apella Capital increased its Salesforce (CRM) stake by 2.7% in Q2 2026, buying an estimated $25.5K and bringing the position to 5,419 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #381.

Apella Capital first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q4 2024. 458 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Apella Capital held 5,419 shares of Salesforce worth $919K as of Q2 2026.
Apella Capital bought 145 Salesforce shares in Q2 2026, an estimated $25.5K.
Salesforce made up 0.01% of Apella Capital's portfolio in Q2 2026, its #381 holding.
Apella Capital first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Apella Capital's Salesforce position peaked at $1.83M in Q4 2024.
458 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.