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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 		– Sell
-100
Closed -$19K – 1614
2026
Q1 		$19K Buy
+100
New +$20.7K ﹤0.01% 1459

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. 1,100 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.
  • 1,100 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.