CGC Financial Services’s Salesforce CRM Stock Holding History

CGC Financial Services’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	$34.9K	Hold	223	–	–	0.01%	152
2026 Q1	$41.6K	Hold	223	–	–	0.01%	135
2025 Q4	$59.1K	Hold	223	–	–	0.02%	125
2025 Q3	$52.9K	Hold	223	–	–	0.01%	123
2025 Q2	$60.8K	Hold	223	–	–	0.02%	116
2025 Q1	$59.8K	Hold	223	–	–	0.02%	103
2024 Q4	$74.6K	Hold	223	–	–	0.03%	91
2024 Q3	$61K	Hold	223	–	–	0.02%	96
2024 Q2	$57.3K	Hold	223	–	–	0.02%	96
2024 Q1	$67.2K	Hold	223	–	–	0.04%	88
2023 Q4	$58.7K	Hold	223	–	–	0.03%	98
2023 Q3	$45.2K	Hold	223	–	–	0.03%	91
2023 Q2	$47.1K	Buy	+223	New	+$45.5K	0.03%	96

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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 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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

CGC Financial Services's CRM Position: Q2 2026 in Review

CGC Financial Services held its Salesforce (CRM) position steady in Q2 2026 at 223 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #152.

CGC Financial Services first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $74.6K in Q4 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

CGC Financial Services held 223 shares of Salesforce worth $34.9K as of Q2 2026.
CGC Financial Services left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #152 holding.
CGC Financial Services first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Salesforce position peaked at $74.6K in Q4 2024.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.