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Cidel Asset Management’s Salesforce CRM Stock Holding History

Cidel Asset 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 		$676K Buy
4,318
+831
+24% +$146K 0.03% 214
2026
Q1 		$651K Buy
3,487
+1,036
+42% +$215K 0.04% 195
2025
Q4 		$649K Sell
2,451
-1,504
-38% -$374K 0.05% 168
2025
Q3 		$937K Sell
3,955
-45,437
-92% -$11.5M 0.05% 132
2025
Q2 		$13.5M Sell
49,392
-9,443
-16% -$2.52M 0.81% 41
2025
Q1 		$15.8M Buy
58,835
+217
+0.4% +$67.5K 1.03% 34
2024
Q4 		$19.6M Buy
58,618
+562
+1% +$179K 1.32% 25
2024
Q3 		$15.9M Buy
58,056
+389
+0.7% +$99.6K 1.12% 32
2024
Q2 		$14.8M Sell
57,667
-5,577
-9% -$1.49M 1.15% 31
2024
Q1 		$19M Sell
63,244
-495
-0.8% -$143K 1.45% 21
2023
Q4 		$16.8M Buy
63,739
+2,956
+5% +$669K 0.72% 40
2023
Q3 		$12.3M Sell
60,783
-12,911
-18% -$2.79M 0.62% 45
2023
Q2 		$15.6M Sell
73,694
-12,400
-14% -$2.53M 0.71% 42
2023
Q1 		$17.2M Buy
86,094
+49,971
+138% +$8.44M 0.79% 42
2022
Q4 		$4.79M Buy
+36,123
New +$5.27M 0.22% 68

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cidel Asset Management's CRM Position: Q2 2026 in Review

Cidel Asset Management increased its Salesforce (CRM) stake by 24% in Q2 2026, buying an estimated $146K and bringing the position to 4,318 shares worth $676K. The position accounts for 0.03% of the portfolio, ranked #214.

Cidel Asset Management first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.6M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cidel Asset Management held 4,318 shares of Salesforce worth $676K as of Q2 2026.
  • Cidel Asset Management bought 831 Salesforce shares in Q2 2026, an estimated $146K.
  • Salesforce made up 0.03% of Cidel Asset Management's portfolio in Q2 2026, its #214 holding.
  • Cidel Asset Management first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Cidel Asset Management's Salesforce position peaked at $19.6M in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.