CI Investments Inc
CRM icon

CI Investments Inc’s Salesforce CRM Stock Holding History

CI Investments Inc’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
2023
Q2 		– Sell
-15
Closed -$1K – 1321
2023
Q1 		$1K Buy
+15
New +$2.53K ﹤0.01% 1123

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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. 2,494 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.
  • 2,494 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.