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Canopy Partners’s Salesforce CRM Stock Holding History

Canopy Partners’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 		$727K Sell
4,642
-1,513
-25% -$266K 0.22% 89
2026
Q1 		$1.15M Sell
6,155
-188
-3% -$39K 0.39% 53
2025
Q4 		$1.68M Buy
6,343
+16
+0.3% +$3.98K 0.55% 38
2025
Q3 		$1.5M Sell
6,327
-5
-0.1% -$1.26K 0.5% 41
2025
Q2 		$1.73M Sell
6,332
-39
-0.6% -$10.4K 0.63% 34
2025
Q1 		$1.71M Sell
6,371
-10
-0.2% -$3.11K 0.67% 33
2024
Q4 		$2.13M Buy
6,381
+98
+2% +$31.3K 0.81% 27
2024
Q3 		$1.72M Buy
6,283
+78
+1% +$20K 0.74% 26
2024
Q2 		$1.6M Sell
6,205
-55
-0.9% -$14.7K 0.74% 27
2024
Q1 		$1.89M Buy
6,260
+252
+4% +$72.7K 0.92% 22
2023
Q4 		$1.58M Buy
+6,008
New +$1.36M 0.96% 21

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Canopy Partners's CRM Position: Q2 2026 in Review

Canopy Partners reduced its Salesforce (CRM) stake by 25% in Q2 2026, selling an estimated $266K and leaving 4,642 shares worth $727K. The position accounts for 0.22% of the portfolio, ranked #89.

Canopy Partners first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q4 2024. 736 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Canopy Partners held 4,642 shares of Salesforce worth $727K as of Q2 2026.
  • Canopy Partners sold 1,513 Salesforce shares in Q2 2026, an estimated $266K.
  • Salesforce made up 0.22% of Canopy Partners's portfolio in Q2 2026, its #89 holding.
  • Canopy Partners first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Canopy Partners's Salesforce position peaked at $2.13M in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.