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CRM icon

Certuity’s Salesforce CRM Stock Holding History

Certuity’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 		$857K Sell
5,448
-920
-14% -$162K 0.04% 200
2026
Q1 		$1.17M Sell
6,368
-149
-2% -$30.9K 0.08% 145
2025
Q4 		$1.73M Sell
6,517
-166
-2% -$41.3K 0.11% 116
2025
Q3 		$1.58M Sell
6,683
-55
-0.8% -$13.9K 0.11% 117
2025
Q2 		$1.84M Sell
6,738
-219
-3% -$58.5K 0.17% 87
2025
Q1 		$1.87M Buy
6,957
+59
+0.9% +$18.4K 0.2% 80
2024
Q4 		$2.31M Sell
6,898
-172
-2% -$54.9K 0.25% 70
2024
Q3 		$1.94M Buy
7,070
+160
+2% +$41K 0.21% 87
2024
Q2 		$1.78M Buy
6,910
+474
+7% +$127K 0.14% 90
2024
Q1 		$1.94M Sell
6,436
-1,317
-17% -$380K 0.17% 71
2023
Q4 		$2.04M Buy
7,753
+726
+10% +$164K 0.21% 68
2023
Q3 		$1.42M Buy
7,027
+1,681
+31% +$363K 0.17% 68
2023
Q2 		$1.13M Buy
5,346
+418
+8% +$85.3K 0.13% 80
2023
Q1 		$985K Sell
4,928
-142
-3% -$24K 0.15% 68
2022
Q4 		$672K Buy
5,070
+306
+6% +$44.7K 0.11% 89
2022
Q3 		$685K Buy
4,764
+224
+5% +$38K 0.16% 68
2022
Q2 		$749K Sell
4,540
-29
-0.6% -$5.12K 0.2% 63
2022
Q1 		$970K Buy
4,569
+956
+26% +$206K 0.21% 79
2021
Q4 		$918K Sell
3,613
-3,516
-49% -$988K 0.2% 75
2021
Q3 		$1.93M Buy
7,129
+590
+9% +$150K 0.39% 47
2021
Q2 		$1.6M Buy
6,539
+355
+6% +$81.8K 0.37% 49
2021
Q1 		$1.31M Buy
6,184
+1,348
+28% +$300K 0.35% 51
2020
Q4 		$1.08M Buy
4,836
+1,464
+43% +$356K 0.35% 47
2020
Q3 		$847K Buy
3,372
+1,460
+76% +$320K 0.33% 51
2020
Q2 		$358K Buy
+1,912
New +$322K 0.17% 91
2020
Q1 		– Sell
-1,466
Closed -$238K – 186
2019
Q4 		$238K Buy
+1,466
New +$230K 0.11% 144

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
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
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
CS
CapitalatWork SA Auderghem $3.99B AUM

Certuity's CRM Position: Q2 2026 in Review

Certuity reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $162K and leaving 5,448 shares worth $857K. The position accounts for 0.04% of the portfolio, ranked #200.

Certuity first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.31M in Q4 2024. 975 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Certuity held 5,448 shares of Salesforce worth $857K as of Q2 2026.
  • Certuity sold 920 Salesforce shares in Q2 2026, an estimated $162K.
  • Salesforce made up 0.04% of Certuity's portfolio in Q2 2026, its #200 holding.
  • Certuity first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • Certuity's Salesforce position peaked at $2.31M in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.