CAIM
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Catherine Avery Investment Management’s Salesforce CRM Stock Holding History

Catherine Avery Investment 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
Q2 		$5.42M Buy
+34,593
New +$6.08M 2.37% 30
2025
Q1 		– Sell
-10
Closed -$3.34K – 165
2024
Q4 		$3.34K Buy
+10
New +$3.19K ﹤0.01% 124

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Catherine Avery Investment Management's CRM Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Salesforce (CRM) in Q2 2026: 34,593 shares worth $5.42M. The stake represents 2.37% of the portfolio and ranks #30 among its holdings. This is a return to the name: Catherine Avery Investment Management previously reported a position in CRM as recently as Q4 2024.

Catherine Avery Investment Management first reported a position in CRM in Q4 2024 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Catherine Avery Investment Management held 34,593 shares of Salesforce worth $5.42M as of Q2 2026.
  • Salesforce was a new Catherine Avery Investment Management position in Q2 2026.
  • Salesforce made up 2.37% of Catherine Avery Investment Management's portfolio in Q2 2026, its #30 holding.
  • Catherine Avery Investment Management first reported a position in Salesforce in Q4 2024 and has held it in 2 quarters since.
  • 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.