CCM
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Collar Capital Management’s Salesforce CRM Stock Holding History

Collar Capital 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 		$3.11M Buy
19,845
+2,457
+14% +$432K 1.83% 20
2026
Q1 		$3.25M Buy
17,388
+3,022
+21% +$626K 2.1% 18
2025
Q4 		$3.81M Buy
14,366
+205
+1% +$50.9K 2.54% 8
2025
Q3 		$3.36M Buy
+14,161
New +$3.57M 2.36% 13

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

Collar Capital Management's CRM Position: Q2 2026 in Review

Collar Capital Management increased its Salesforce (CRM) stake by 14% in Q2 2026, buying an estimated $432K and bringing the position to 19,845 shares worth $3.11M. The position accounts for 1.83% of the portfolio, ranked #20.

Collar Capital Management first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.81M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Collar Capital Management held 19,845 shares of Salesforce worth $3.11M as of Q2 2026.
  • Collar Capital Management bought 2,457 Salesforce shares in Q2 2026, an estimated $432K.
  • Salesforce made up 1.83% of Collar Capital Management's portfolio in Q2 2026, its #20 holding.
  • Collar Capital Management first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Collar Capital Management's Salesforce position peaked at $3.81M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Collar Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.