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Callahan Advisors’s Salesforce CRM Stock Holding History

Callahan 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 		$2.78M Sell
17,769
-5,244
-23% -$922K 0.21% 81
2026
Q1 		$4.3M Sell
23,013
-13,624
-37% -$2.82M 0.36% 65
2025
Q4 		$9.71M Sell
36,637
-3,782
-9% -$940K 0.8% 37
2025
Q3 		$9.58M Buy
40,419
+7,325
+22% +$1.85M 0.81% 39
2025
Q2 		$9.02M Buy
33,094
+1,660
+5% +$444K 0.81% 39
2025
Q1 		$8.44M Buy
31,434
+1,068
+4% +$332K 0.8% 42
2024
Q4 		$10.2M Buy
30,366
+377
+1% +$120K 0.96% 35
2024
Q3 		$8.21M Buy
29,989
+1,909
+7% +$489K 0.8% 42
2024
Q2 		$7.22M Buy
28,080
+4,538
+19% +$1.21M 0.75% 42
2024
Q1 		$7.09M Buy
23,542
+3,521
+18% +$1.02M 0.74% 46
2023
Q4 		$5.27M Buy
20,021
+5,828
+41% +$1.32M 0.61% 53
2023
Q3 		$2.88M Buy
14,193
+3,039
+27% +$657K 0.36% 62
2023
Q2 		$2.36M Buy
11,154
+1,710
+18% +$349K 0.29% 68
2023
Q1 		$1.89M Sell
9,444
-5
-0.1% -$845 0.24% 73
2022
Q4 		$1.25M Buy
9,449
+147
+2% +$21.4K 0.17% 91
2022
Q3 		$1.34M Sell
9,302
-2,675
-22% -$454K 0.19% 91
2022
Q2 		$1.98M Sell
11,977
-3,063
-20% -$541K 0.26% 77
2022
Q1 		$3.19M Buy
15,040
+386
+3% +$83.1K 0.36% 70
2021
Q4 		$3.72M Buy
14,654
+1,203
+9% +$338K 0.42% 65
2021
Q3 		$3.65M Buy
13,451
+901
+7% +$229K 0.46% 61
2021
Q2 		$3.07M Buy
12,550
+4,072
+48% +$938K 0.39% 63
2021
Q1 		$1.8M Buy
8,478
+4,707
+125% +$1.05M 0.24% 80
2020
Q4 		$839K Buy
+3,771
New +$917K 0.12% 101

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Callahan Advisors's CRM Position: Q2 2026 in Review

Callahan Advisors reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $922K and leaving 17,769 shares worth $2.78M. The position accounts for 0.21% of the portfolio, ranked #81.

Callahan Advisors first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.2M in Q4 2024. 1,132 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Callahan Advisors held 17,769 shares of Salesforce worth $2.78M as of Q2 2026.
  • Callahan Advisors sold 5,244 Salesforce shares in Q2 2026, an estimated $922K.
  • Salesforce made up 0.21% of Callahan Advisors's portfolio in Q2 2026, its #81 holding.
  • Callahan Advisors first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Callahan Advisors's Salesforce position peaked at $10.2M in Q4 2024.
  • 1,132 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.