CPIG
CRM icon

Chicago Partners Investment Group’s Salesforce CRM Stock Holding History

Chicago Partners Investment Group’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 		$1.49M Buy
9,485
+998
+12% +$175K 0.03% 479
2026
Q1 		$1.61M Sell
8,487
-72
-0.8% -$14.9K 0.04% 384
2025
Q4 		$1.95M Buy
8,559
+169
+2% +$42K 0.05% 294
2025
Q3 		$2.13M Buy
8,390
+301
+4% +$75.9K 0.06% 265
2025
Q2 		$2.16M Sell
8,089
-293
-3% -$78.3K 0.06% 244
2025
Q1 		$2.33M Buy
8,382
+466
+6% +$145K 0.08% 214
2024
Q4 		$2.59M Buy
7,916
+1,034
+15% +$330K 0.09% 194
2024
Q3 		$1.96M Sell
6,882
-352
-5% -$90.2K 0.07% 219
2024
Q2 		$1.87M Buy
7,234
+128
+2% +$34.3K 0.07% 222
2024
Q1 		$1.97M Sell
7,106
-54
-0.8% -$15.6K 0.08% 211
2023
Q4 		$1.98M Buy
7,160
+95
+1% +$21.5K 0.09% 194
2023
Q3 		$1.43M Buy
7,065
+454
+7% +$98.1K 0.08% 231
2023
Q2 		$1.46M Sell
6,611
-859
-11% -$175K 0.08% 235
2023
Q1 		$1.46M Sell
7,470
-4,306
-37% -$727K 0.09% 220
2022
Q4 		$2.02M Buy
11,776
+12
+0.1% +$1.75K 0.12% 164
2022
Q3 		$1.7M Buy
11,764
+262
+2% +$44.4K 0.12% 156
2022
Q2 		$2.12M Buy
11,502
+317
+3% +$56K 0.15% 131
2022
Q1 		$1.76M Buy
11,185
+763
+7% +$164K 0.13% 141
2021
Q4 		$2.15M Buy
10,422
+219
+2% +$61.5K 0.15% 132
2021
Q3 		$3.09M Buy
10,203
+152
+2% +$38.6K 0.22% 94
2021
Q2 		$2.49M Buy
10,051
+3,879
+63% +$894K 0.19% 107
2021
Q1 		$1.45M Buy
6,172
+2,844
+85% +$633K 0.12% 149
2020
Q4 		$751K Buy
3,328
+550
+20% +$134K 0.07% 209
2020
Q3 		$659K Buy
2,778
+69
+3% +$15.1K 0.08% 195
2020
Q2 		$517K Buy
2,709
+198
+8% +$33.4K 0.06% 216
2020
Q1 		$408K Buy
2,511
+568
+29% +$97.4K 0.06% 214
2019
Q4 		$355K Buy
1,943
+471
+32% +$73.8K 0.04% 251
2019
Q3 		$218K Buy
1,472
+65
+5% +$9.88K 0.03% 307
2019
Q2 		$222K Buy
+1,407
New +$220K 0.03% 293
2018
Q4 		– Sell
-703
Closed -$92K – 449
2018
Q3 		$92K Buy
703
+350
+99% +$51.9K 0.01% 429
2018
Q2 		$48K Hold
353
– – 0.01% 487
2018
Q1 		$41K Hold
353
– – 0.01% 479
2017
Q4 		$36K Buy
353
+105
+42% +$10.7K 0.01% 502
2017
Q3 		$23K Sell
248
-58
-19% -$5.34K ﹤0.01% 594
2017
Q2 		$23K Buy
+306
New +$26.6K 0.01% 494
2017
Q1 		– Sell
-200
Closed -$14K – 555
2016
Q4 		$14K Buy
+200
New +$14.5K 0.01% 407

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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

Chicago Partners Investment Group's CRM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Salesforce (CRM) stake by 12% in Q2 2026, buying an estimated $175K and bringing the position to 9,485 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #479.

Chicago Partners Investment Group first reported a position in CRM in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.09M in Q3 2021. 1,063 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Chicago Partners Investment Group held 9,485 shares of Salesforce worth $1.49M as of Q2 2026.
  • Chicago Partners Investment Group bought 998 Salesforce shares in Q2 2026, an estimated $175K.
  • Salesforce made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #479 holding.
  • Chicago Partners Investment Group first reported a position in Salesforce in Q4 2016 and has held it in 36 quarters since.
  • Chicago Partners Investment Group's Salesforce position peaked at $3.09M in Q3 2021.
  • 1,063 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.