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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
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

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
Robeco Institutional Asset Management
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
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cache Advisors's CRM Position: Q2 2026 in Review

Cache Advisors held its Salesforce (CRM) position steady in Q2 2026 at 10,101 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #64.

Cache Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.42M in Q2 2025. 582 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cache Advisors held 10,101 shares of Salesforce worth $1.58M as of Q2 2026.
  • Cache Advisors left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.13% of Cache Advisors's portfolio in Q2 2026, its #64 holding.
  • Cache Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Cache Advisors's Salesforce position peaked at $3.42M in Q2 2025.
  • 582 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.