CA
CRM icon

Capital Advantage’s Salesforce CRM Stock Holding History

Capital Advantage’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 		$264K Sell
1,685
-39
-2% -$6.86K 0.03% 137
2026
Q1 		$322K Sell
1,724
-393
-19% -$81.4K 0.04% 117
2025
Q4 		$561K Buy
2,117
+137
+7% +$34K 0.08% 92
2025
Q3 		$469K Sell
1,980
-23
-1% -$5.8K 0.07% 98
2025
Q2 		$546K Sell
2,003
-35
-2% -$9.36K 0.09% 91
2025
Q1 		$681K Hold
2,038
– – 0.12% 72
2024
Q4 		$681K Buy
+2,038
New +$650K 0.12% 72
2021
Q2 		– Sell
-1,432
Closed -$303K – 63
2021
Q1 		$303K Hold
1,432
– – 0.08% 87
2020
Q4 		$317K Hold
1,432
– – 0.09% 81
2020
Q3 		$372K Hold
1,432
– – 0.12% 66
2020
Q2 		$268K Hold
1,432
– – 0.1% 72
2020
Q1 		$233K Hold
1,432
– – 0.09% 75
2019
Q4 		$261K Hold
1,432
– – 0.08% 79
2019
Q3 		$213K Buy
+1,432
New +$218K 0.07% 82
2019
Q1 		$227K Buy
+1,432
New +$222K 0.08% 71
2018
Q4 		– Sell
-1,432
Closed -$228K – 74
2018
Q3 		$228K Buy
+1,432
New +$212K 0.05% 73
2014
Q2 		– Sell
-3,600
Closed -$206K – 57
2014
Q1 		$206K Buy
+3,600
New +$215K 0.14% 46

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM