Cacti Asset Management’s Salesforce CRM Stock Holding History

Cacti Asset 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 Q3	$14.4M	Buy	+64,070	New	+$13.2M	0.76%	27

Other funds holding CRM

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Cacti Asset Management's CRM Position: Q3 2026 in Review

Cacti Asset Management opened a new position in Salesforce (CRM) in Q3 2026: 64,070 shares worth $14.4M. The stake represents 0.76% of the portfolio and ranks #27 among its holdings.

18 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Cacti Asset Management held 64,070 shares of Salesforce worth $14.4M as of Q3 2026.
Salesforce was a new Cacti Asset Management position in Q3 2026.
Salesforce made up 0.76% of Cacti Asset Management's portfolio in Q3 2026, its #27 holding.
18 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Cacti Asset Management's 13F filing for Q3 2026, filed 1 Oct 2026.