Arlington Partners’s Salesforce CRM Stock Holding History

Arlington Partners’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	$249K	Buy	1,588 +315	+25%	+$55.4K	0.45%	38
2026 Q1	$238K	Buy	+1,273	New	+$264K	0.47%	45
2024 Q2	–	Sell	-12,727	Closed	-$3.83M	–	59
2024 Q1	$3.83M	Hold	12,727	–	–	1.95%	6
2023 Q4	$3.35M	Sell	12,727 -59	-0.5%	-$13.4K	0.96%	20
2023 Q3	$2.59M	Buy	12,786 +12,668	+10,736%	+$2.74M	1.06%	40
2023 Q2	$24.9K	Sell	118 -566	-83%	-$116K	﹤0.01%	373
2023 Q1	$137K	Buy	684 +564	+470%	+$95.3K	0.02%	162
2022 Q4	$15.9K	Sell	120 -1,239	-91%	-$181K	﹤0.01%	328
2022 Q3	$195K	Sell	1,359 -23	-2%	-$3.9K	0.08%	90
2022 Q2	$228K	Sell	1,382 -756	-35%	-$134K	0.08%	97
2022 Q1	$454K	Hold	2,138	–	–	0.13%	73
2021 Q4	$543K	Buy	2,138 +601	+39%	+$169K	0.15%	65
2021 Q3	$417K	Buy	1,537 +693	+82%	+$176K	0.12%	70
2021 Q2	$206K	Sell	844 -230	-21%	-$53K	0.07%	82
2021 Q1	$228K	Hold	1,074	–	–	0.08%	82
2020 Q4	$239K	Buy	1,074 +230	+27%	+$55.9K	0.11%	60
2020 Q3	$212K	Hold	844	–	–	0.12%	62
2020 Q2	$158K	Sell	844 -15	-2%	-$2.53K	0.09%	70
2020 Q1	$124K	Buy	859 +15	+2%	+$2.57K	0.06%	90
2019 Q4	$137K	Hold	844	–	–	0.08%	81
2019 Q3	$125K	Hold	844	–	–	0.08%	76
2019 Q2	$128K	Hold	844	–	–	0.06%	102
2019 Q1	$134K	Buy	+844	New	+$131K	0.1%	86
2018 Q2	–	Sell	-60	Closed	-$7K	–	140
2018 Q1	$7K	Buy	+60	New	+$6.89K	0.01%	127

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

Arlington Partners's CRM Position: Q2 2026 in Review

Arlington Partners increased its Salesforce (CRM) stake by 25% in Q2 2026, buying an estimated $55.4K and bringing the position to 1,588 shares worth $249K. The position accounts for 0.45% of the portfolio, ranked #38.

Arlington Partners first reported a position in CRM in Q1 2018 and has held it in 24 quarters since. The position peaked at $3.83M in Q1 2024. 420 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Arlington Partners held 1,588 shares of Salesforce worth $249K as of Q2 2026.
Arlington Partners bought 315 Salesforce shares in Q2 2026, an estimated $55.4K.
Salesforce made up 0.45% of Arlington Partners's portfolio in Q2 2026, its #38 holding.
Arlington Partners first reported a position in Salesforce in Q1 2018 and has held it in 24 quarters since.
Arlington Partners's Salesforce position peaked at $3.83M in Q1 2024.
420 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Arlington Partners's 13F filing for Q2 2026, filed 7 Jul 2026.