ARS Investment Partners’s Salesforce CRM Stock Holding History

ARS Investment 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	–	Sell	-78,055	Closed	-$14.6M	–	189
2026 Q1	$14.6M	Buy	78,055 +18,710	+32%	+$3.88M	0.76%	34
2025 Q4	$15.7M	Sell	59,345 -5,993	-9%	-$1.49M	0.92%	29
2025 Q3	$15.5M	Buy	65,338 +516	+0.8%	+$130K	1.02%	31
2025 Q2	$17.7M	Sell	64,822 -709	-1%	-$190K	1.29%	29
2025 Q1	$21.9M	Sell	65,531 -93	-0.1%	-$28.9K	1.98%	19
2024 Q4	$21.9M	Buy	65,624 +1,024	+2%	+$327K	1.98%	19
2024 Q3	$17.7M	Buy	+64,600	New	+$16.5M	1.58%	21
2016 Q4	–	Sell	-91,000	Closed	-$6.49M	–	159
2016 Q3	$6.49M	Sell	91,000 -988	-1%	-$77.1K	1.42%	31
2016 Q2	$7.3M	Sell	91,988 -7,193	-7%	-$565K	1.64%	24
2016 Q1	$7.32M	Buy	99,181 +55,143	+125%	+$3.8M	1.72%	22
2015 Q4	$3.45M	Buy	+44,038	New	+$3.44M	0.81%	43

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ARS Investment Partners's CRM Position: Q2 2026 in Review

ARS Investment Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 78,055 shares — an estimated $14.6M sold.

ARS Investment Partners first reported a position in CRM in Q4 2015 and held it in 11 quarters. The position peaked at $21.9M in Q4 2024. 663 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

ARS Investment Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
ARS Investment Partners sold 78,055 Salesforce shares in Q2 2026, an estimated $14.6M.
ARS Investment Partners first reported a position in Salesforce in Q4 2015 and held it in 11 quarters.
ARS Investment Partners's Salesforce position peaked at $21.9M in Q4 2024.
663 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.