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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 		$33.9K Buy
+200
New +$35.2K ﹤0.01% 706

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
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
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. 401 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.
  • 401 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.