Cache Advisors’s Salesforce CRM Stock Holding History

Cache Advisors’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 Q3	$2.42M	Buy	10,543 +442	+4%	+$91.2K	0.15%	51
2026 Q2	$1.58M	Hold	10,101	–	–	0.13%	64
2026 Q1	$1.89M	Buy	10,101 +433	+4%	+$89.7K	0.22%	35
2025 Q4	$2.56M	Sell	9,668 -2,884	-23%	-$717K	0.31%	25
2025 Q3	$2.97M	Hold	12,552	–	–	0.52%	23
2025 Q2	$3.42M	Buy	12,552 +1,668	+15%	+$446K	0.93%	21
2025 Q1	$2.92M	Buy	10,884 +1,380	+15%	+$429K	1.12%	18
2024 Q4	$3.18M	Buy	+9,504	New	+$3.03M	1.32%	17

Other funds holding CRM

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Cache Advisors's CRM Position: Q3 2026 in Review

Cache Advisors increased its Salesforce (CRM) stake by 4.4% in Q3 2026, buying an estimated $91.2K and bringing the position to 10,543 shares worth $2.42M. The position accounts for 0.15% of the portfolio, ranked #51.

Cache Advisors first reported a position in CRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.42M in Q2 2025. 633 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Cache Advisors held 10,543 shares of Salesforce worth $2.42M as of Q3 2026.
Cache Advisors bought 442 Salesforce shares in Q3 2026, an estimated $91.2K.
Salesforce made up 0.15% of Cache Advisors's portfolio in Q3 2026, its #51 holding.
Cache Advisors first reported a position in Salesforce in Q4 2024 and has held it in 8 quarters since.
Cache Advisors's Salesforce position peaked at $3.42M in Q2 2025.
633 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.