CI Investments Inc’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.3M | Sell |
78,594
-263,949
| -77% | -$46.4M | 0.04% | 247 |
|
|
2026
Q1 | $63.9M | Buy |
342,543
+10,185
| +3% | +$2.11M | 0.31% | 77 |
|
|
2025
Q4 | $88M | Sell |
332,358
-100,375
| -23% | -$24.9M | 0.39% | 62 |
|
|
2025
Q3 | $103M | Sell |
432,733
-199,790
| -32% | -$50.4M | 0.37% | 57 |
|
|
2025
Q2 | $172M | Sell |
632,523
-18,895
| -3% | -$5.05M | 0.65% | 29 |
|
|
2025
Q1 | $175M | Buy |
651,418
+128,990
| +25% | +$40.1M | 0.74% | 21 |
|
|
2024
Q4 | $175M | Buy |
522,428
+183,374
| +54% | +$58.5M | 0.66% | 25 |
|
|
2024
Q3 | $92.8M | Sell |
339,054
-47,257
| -12% | -$12.1M | 0.35% | 60 |
|
|
2024
Q2 | $99.3M | Sell |
386,311
-114,390
| -23% | -$30.6M | 0.39% | 51 |
|
|
2024
Q1 | $151M | Sell |
500,701
-115,427
| -19% | -$33.3M | 0.6% | 31 |
|
|
2023
Q4 | $162M | Buy |
616,128
+185,713
| +43% | +$42M | 0.84% | 31 |
|
|
2023
Q3 | $87.3M | Sell |
430,415
-4,663
| -1% | -$1.01M | 0.49% | 54 |
|
|
2023
Q2 | $91.9M | Sell |
435,078
-55,118
| -11% | -$11.3M | 0.46% | 59 |
|
|
2023
Q1 | $97.9M | Sell |
490,196
-155,816
| -24% | -$26.3M | 0.49% | 59 |
|
|
2022
Q4 | $85.7M | Buy |
646,012
+124,432
| +24% | +$18.2M | 0.43% | 71 |
|
|
2022
Q3 | $75M | Sell |
521,580
-145,569
| -22% | -$24.7M | 0.39% | 77 |
|
|
2022
Q2 | $110M | Buy |
667,149
+219,932
| +49% | +$38.9M | 0.51% | 55 |
|
|
2022
Q1 | $95M | Buy |
447,217
+203,128
| +83% | +$43.7M | 0.35% | 82 |
|
|
2021
Q4 | $62M | Buy |
244,089
+110,636
| +83% | +$31.1M | 0.21% | 126 |
|
|
2021
Q3 | $36.2M | Buy |
133,453
+1,058
| +0.8% | +$269K | 0.13% | 157 |
|
|
2021
Q2 | $32.3M | Sell |
132,395
-576
| -0.4% | -$133K | 0.12% | 165 |
|
|
2021
Q1 | $28.2M | Sell |
132,971
-24,248
| -15% | -$5.4M | 0.12% | 171 |
|
|
2020
Q4 | $35M | Buy |
157,219
+41,618
| +36% | +$10.1M | 0.15% | 150 |
|
|
2020
Q3 | $29.1M | Buy |
115,601
+64,110
| +125% | +$14M | 0.14% | 136 |
|
|
2020
Q2 | $9.65M | Sell |
51,491
-145,505
| -74% | -$24.5M | 0.05% | 214 |
|
|
2020
Q1 | $28.4M | Sell |
196,996
-13,025
| -6% | -$2.23M | 0.17% | 116 |
|
|
2019
Q4 | $34.2M | Buy |
210,021
+15,643
| +8% | +$2.45M | 0.17% | 135 |
|
|
2019
Q3 | $28.9M | Buy |
194,378
+62,608
| +48% | +$9.51M | 0.15% | 137 |
|
|
2019
Q2 | $20.3M | Buy |
131,770
+23,570
| +22% | +$3.69M | 0.11% | 159 |
|
|
2019
Q1 | $17.1M | Buy |
108,200
+86,050
| +388% | +$13.3M | 0.1% | 165 |
|
|
2018
Q4 | $3.03M | Sell |
22,150
-193,650
| -90% | -$26.6M | 0.02% | 242 |
|
|
2018
Q3 | $34.3M | Sell |
215,800
-4,500
| -2% | -$668K | 0.26% | 108 |
|
|
2018
Q2 | $30M | Buy |
220,300
+100,200
| +83% | +$12.8M | 0.24% | 113 |
|
|
2018
Q1 | $14M | Buy |
+120,100
| New | +$13.8M | 0.16% | 110 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$143K | – | 206 |
|
|
2016
Q3 | $143K | Hold |
2,000
| – | – | ﹤0.01% | 200 |
|
|
2016
Q2 | $159K | Hold |
2,000
| – | – | ﹤0.01% | 181 |
|
|
2016
Q1 | $148K | Buy |
+2,000
| New | +$138K | ﹤0.01% | 169 |
|
Other funds holding CRM
CI Investments Inc's CRM Position: Q2 2026 in Review
CI Investments Inc reduced its Salesforce (CRM) stake by 77% in Q2 2026, selling an estimated $46.4M and leaving 78,594 shares worth $12.3M. The position accounts for 0.04% of the portfolio, ranked #247.
CI Investments Inc first reported a position in CRM in Q1 2016 and has held it in 37 quarters since. The position peaked at $175M in Q1 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- CI Investments Inc held 78,594 shares of Salesforce worth $12.3M as of Q2 2026.
- CI Investments Inc sold 263,949 Salesforce shares in Q2 2026, an estimated $46.4M.
- Salesforce made up 0.04% of CI Investments Inc's portfolio in Q2 2026, its #247 holding.
- CI Investments Inc first reported a position in Salesforce in Q1 2016 and has held it in 37 quarters since.
- CI Investments Inc's Salesforce position peaked at $175M in Q1 2025.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.