Chapman Investment Management’s Salesforce CRM Stock Holding History

Chapman 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	–	Sell	-5,257	Closed	-$924K	–	34
2026 Q1	$981K	Buy	+5,257	New	+$1.09M	0.81%	20
2022 Q4	–	Sell	-17,303	Closed	-$2.49M	–	38
2022 Q3	$2.49M	Buy	17,303 +169	+1%	+$28.7K	1.82%	21
2022 Q2	$2.83M	Sell	17,134 -4,783	-22%	-$845K	1.95%	23
2022 Q1	$4.65M	Buy	21,917 +308	+1%	+$66.3K	2.48%	17
2021 Q4	$5.49M	Buy	21,609 +786	+4%	+$221K	2.51%	19
2021 Q3	$5.65M	Buy	20,823 +235	+1%	+$59.7K	2.93%	16
2021 Q2	$5.03M	Buy	20,588 +448	+2%	+$103K	2.79%	19
2021 Q1	$4.27M	Buy	20,140 +144	+0.7%	+$32.1K	2.69%	20
2020 Q4	$4.45M	Buy	19,996 +659	+3%	+$160K	2.89%	18
2020 Q3	$4.86M	Buy	19,337 +63	+0.3%	+$13.8K	3.59%	13
2020 Q2	$3.61M	Buy	19,274 +1,483	+8%	+$250K	2.96%	16
2020 Q1	$2.56M	Sell	17,791 -249	-1%	-$42.7K	2.74%	16
2019 Q4	$2.93M	Buy	+18,040	New	+$2.83M	2.68%	18

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Chapman Investment Management's CRM Position: Q2 2026 in Review

Chapman Investment Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 5,257 shares — an estimated $924K sold.

Chapman Investment Management first reported a position in CRM in Q4 2019 and held it in 13 quarters. The position peaked at $5.65M in Q3 2021. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Chapman Investment Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Chapman Investment Management sold 5,257 Salesforce shares in Q2 2026, an estimated $924K.
Chapman Investment Management first reported a position in Salesforce in Q4 2019 and held it in 13 quarters.
Chapman Investment Management's Salesforce position peaked at $5.65M in Q3 2021.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Chapman Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.