Cerity Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Other funds holding CRM
Cerity Partners's CRM Position: Q2 2026 in Review
Cerity Partners reduced its Salesforce (CRM) stake by 37% in Q2 2026, selling an estimated $38.9M and leaving 380,070 shares worth $59.5M. The position accounts for 0.07% of the portfolio, ranked #224.
Cerity Partners first reported a position in CRM in Q1 2017 and has held it in 37 quarters since. The position peaked at $178M in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Cerity Partners held 380,070 shares of Salesforce worth $59.5M as of Q2 2026.
- Cerity Partners sold 221,055 Salesforce shares in Q2 2026, an estimated $38.9M.
- Salesforce made up 0.07% of Cerity Partners's portfolio in Q2 2026, its #224 holding.
- Cerity Partners first reported a position in Salesforce in Q1 2017 and has held it in 37 quarters since.
- Cerity Partners's Salesforce position peaked at $178M in Q2 2025.
- 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.