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Ballentine Partners’s Salesforce CRM Stock Holding History

Ballentine 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
2019
Q1 		– Sell
-300
Closed -$41K – 336
2018
Q4 		$41K Hold
300
– – ﹤0.01% 334
2018
Q3 		$48K Buy
+300
New +$44.5K ﹤0.01% 360

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

Ballentine Partners's CRM Position: Q2 2026 in Review

Ballentine Partners reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $415K and leaving 15,810 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #186.

Ballentine Partners first reported a position in CRM in Q1 2015 and has held it in 45 quarters since. The position peaked at $6.61M in Q4 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ballentine Partners held 15,810 shares of Salesforce worth $2.48M as of Q2 2026.
  • Ballentine Partners sold 2,359 Salesforce shares in Q2 2026, an estimated $415K.
  • Salesforce made up 0.03% of Ballentine Partners's portfolio in Q2 2026, its #186 holding.
  • Ballentine Partners first reported a position in Salesforce in Q1 2015 and has held it in 45 quarters since.
  • Ballentine Partners's Salesforce position peaked at $6.61M in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.