BTC Capital Management’s Salesforce CRM Stock Holding History

BTC Capital Management’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	$1.25M	Buy	7,980 +710	+10%	+$125K	0.08%	139
2026 Q1	$1.36M	Buy	7,270 +3,466	+91%	+$718K	0.09%	136
2025 Q4	$1.01M	Buy	3,804 +379	+11%	+$94.2K	0.07%	143
2025 Q3	$812K	Buy	+3,425	New	+$864K	0.06%	149
2019 Q4	–	Sell	-2,456	Closed	-$365K	–	190
2019 Q3	$365K	Sell	2,456 -33	-1%	-$5.01K	0.06%	143
2019 Q2	$376K	Sell	2,489 -1,303	-34%	-$204K	0.06%	149
2019 Q1	$602K	Buy	3,792 +553	+17%	+$85.7K	0.1%	130
2018 Q4	$445K	Buy	+3,239	New	+$446K	0.08%	137

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

BTC Capital Management's CRM Position: Q2 2026 in Review

BTC Capital Management increased its Salesforce (CRM) stake by 9.8% in Q2 2026, buying an estimated $125K and bringing the position to 7,980 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #139.

BTC Capital Management first reported a position in CRM in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.36M in Q1 2026. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

BTC Capital Management held 7,980 shares of Salesforce worth $1.25M as of Q2 2026.
BTC Capital Management bought 710 Salesforce shares in Q2 2026, an estimated $125K.
Salesforce made up 0.08% of BTC Capital Management's portfolio in Q2 2026, its #139 holding.
BTC Capital Management first reported a position in Salesforce in Q4 2018 and has held it in 8 quarters since.
BTC Capital Management's Salesforce position peaked at $1.36M in Q1 2026.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.