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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 		$824K Buy
+5,257
New +$924K 0.68% 22

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

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. 970 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.
  • 970 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.