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Brown Shipley & Co’s Salesforce CRM Stock Holding History

Brown Shipley & Co’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
-70
Closed -$13.1K – 77
2026
Q1 		$13.1K Buy
+70
New +$14.5K 0.01% 72
2025
Q3 		– Sell
-145
Closed -$39.5K – 73
2025
Q2 		$39.5K Buy
+145
New +$38.8K 0.02% 57

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Brown Shipley & Co's CRM Position: Q2 2026 in Review

Brown Shipley & Co sold out of Salesforce (CRM) in Q2 2026, closing a stake of 70 shares — an estimated $13.1K sold.

Brown Shipley & Co first reported a position in CRM in Q2 2025 and held it in 2 quarters. The position peaked at $39.5K in Q2 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Brown Shipley & Co reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Brown Shipley & Co sold 70 Salesforce shares in Q2 2026, an estimated $13.1K.
  • Brown Shipley & Co first reported a position in Salesforce in Q2 2025 and held it in 2 quarters.
  • Brown Shipley & Co's Salesforce position peaked at $39.5K in Q2 2025.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.